Justin Beauregard is a CFP® with 16 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and previously held roles at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is licensed to provide a range of insurance products including life, long-term care, disability, and annuities. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and employs risk assessments and investment policy statements to guide diversified allocations.

Timothy O’Halloran is a CFP® with 33 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and has prior experience at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life. Outside of his advisory role, he also holds insurance licenses and provides a range of insurance products. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and emphasizes risk assessment and ongoing account monitoring.

Jason Pinkham is a financial advisor at Sonder Partners, LLC with seven years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at Dynasty Financial Partners and Morgan Stanley DW Inc. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners provides advisory services to individual and high-net-worth clients, as well as other registered investment advisers, primarily through referrals to selected third-party money managers. The firm emphasizes suitability assessments and monitors a focused group of managers, utilizing a variety of investment analysis methods while operating on a flat-dollar fee structure.

Marta Haydym is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Atlantic Coast Financial and Edward Jones, among other roles, and is currently the sole advisor at Silver Financial Service Inc. DBA Silver Financial Service. Silver Financial Service provides investment management, financial planning, and tax return preparation to individuals, trusts, and business owners, including high-net-worth clients. The firm combines discretionary portfolio management with written financial plans, using a mix of passive and active strategies, and integrates accounting services alongside advisory offerings.

Charles Clark is a CFP® with 46 years of industry experience, currently serving at Clark & Stuart Inc in Portland, ME, where he has worked since 1994. He holds Series 63 and Series 66 licenses. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, tailored to clients’ tax status, risk tolerance, and liquidity needs.

John Curran is a financial advisor with Abington Investment Group, LLC, holding Series 63 and Series 65 licenses. He has experience at ClearLake Capital Group and LibreMax Capital, with a total of over 15 years in the industry. Curran joined Abington Investment Group in 2026. Abington Investment Group provides discretionary asset management primarily to high net worth individuals, families, trusts, and institutional clients. The firm employs a macro-driven investment approach focused on inflation-linked bonds, real assets, and international equities, managing assets entirely in-house with over $200 million in discretionary AUM.

Timothy Nihill is a financial advisor at Ten Seven Capital with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Santander Securities. He is the founder of Crypto Collaborative, a consulting initiative that provides cryptocurrency-related services to financial professionals. Ten Seven Capital offers portfolio management, financial planning, and family office services primarily to individuals and high-net-worth families. The firm sponsors a wrap fee program, publishes a weekly subscription newsletter, and employs a mix of fundamental, quantitative, and technical analysis with a long-term trading orientation.

Christopher Ferguson is a financial advisor at Pine Capital with a Series 65 credential and three years of industry experience. He is a part owner of Cherry Bomb Table Games, a game development company, and also coaches football at Portland High School. Additionally, he owns a women's boutique called Bobbles & Lace Charleston. Pine Capital provides discretionary investment management for individuals, trusts, and select institutional clients, using a research-driven growth-at-a-reasonable-price equity selection approach and primarily constructing portfolios from individual stocks and bonds.

Peter Van Dessel is a financial advisor with Abbington Investment Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Abbington Investment Group since 2015. Outside of his advisory role, he serves as a trustee of the E.S.B. Pension Plan in Dublin, Ireland. Abbington Investment Group provides discretionary asset management services primarily to high net-worth individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a macro-driven investment approach focused on managing portfolio volatility and invests across inflation-linked bonds, real assets, international equities, and managed futures, managing client assets entirely in-house.

Eric Leinwand is a financial advisor at Wright Cove Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and managed his own practice before joining Wright Cove Capital. Outside of his advisory role, he is a passive investor in 3 QUID LLC, a company that invests in start-ups and real estate. Wright Cove Capital provides fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a combination of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives.

Christopher Lorenz is a financial advisor at Pine Capital with 21 years of industry experience and holds a Series 65 designation. He has been managing member of Winterstick Snowboards, a snowboard manufacturing business in Maine, since 2001. Lorenz also serves on the board of trustees at Carrabassett Valley Academy, a college preparatory school in Maine, and is involved with family investment trusts as a paid trustee. Pine Capital provides discretionary portfolio management and investment advice primarily to individuals, trusts, and certain institutions, using a fundamental, growth-at-a-reasonable-price (GARP) investment approach focused on company-level research and customized strategies tailored to client goals and risk tolerance.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Neil Cataldi is a financial advisor at Kelleher Financial Advisors, LLC in Portland, ME, holding Series 63 and Series 65 designations with 14 years of industry experience. He is also the Principal of Blueprint Capital Management, a single-operator RIA specializing in a Microcap equity strategy since 2012. His prior experience includes roles at Viking Associates from 2008 to 2022. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans with about $1.15 billion in assets under management. The firm’s investment approach is driven by fundamental research, offering tailored strategies across three divisions that include long-term equity management, balanced portfolios with third-party managers, and a value-oriented concentrated strategy incorporating options.

Jason Foster is a financial advisor at Old Port Advisors with 28 years of industry experience. He holds a Series 66 designation and has been with Old Port Advisors since 2012. Prior to his current role, he worked at Purshe Kaplan Sterling Investments for eight years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million for around 800 clients through an 11-advisor team, using a macro-driven investment process that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

Sandi Goodman Brown is a financial advisor at Bay Colony Advisors with a Series 65 credential and one year of industry experience. She has previously worked at The Kessler Group and operates SGB & Associates. Outside of her advisory work, she is the owner of JMB Group, LLC, a commercial real estate company based in Portland, Maine. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other asset classes, and combines centralized infrastructure with advisor discretion.

Richard Strabley is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 1997. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation based on clients’ goals and uses in-house research and cost-efficient investment vehicles such as ETFs, managing over $1 billion in assets with a nine-advisor team.

Racquel Tibbetts is a CFP® professional with five years of industry experience, currently serving at Bigelow Investment Advisors, LLC since 2020. She previously worked at Key Bank, NA for 19 years. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to a diverse client base including individuals, institutions, retirement plans, trusts and estates, non-profits, and small businesses. The firm focuses on long-term, diversified asset allocation using a combination of fundamental and technical analysis, third-party research, and periodic account reviews, and is notable for its corporate affiliation with a Maine mutual savings community bank.

James Bradley is a CFP® and CFA® with 28 years of experience in the financial services industry. He has worked at Penobscot Financial Advisors since 2011 and previously held roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Outside of finance, he is a flight instructor and pilot at Maine Coastal Flight Center and serves as Treasurer and volunteer board member for Hospice Volunteers of Hancock County. Penobscot Financial Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth management and standalone financial-planning services.

Fredric Williams is a financial advisor at Old Port Advisors with 17 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Old Port Advisors since 1997. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million for around 800 clients. The firm follows a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.