Patricia Barnes is a financial advisor with Maine Advisory Associates in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Maine Advisory Associates and its predecessor entities since 2006. Maine Advisory Associates serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management and standalone financial consulting. The firm emphasizes personalized account supervision and a long-term, low-turnover investment approach using fundamental and technical analysis.

Kimberly Volk is a financial advisor with Maine Advisory Associates and holds a Series 65 designation. She has 12 years of industry experience, including roles at Aurora Financial Group and her own firm, Volk Financial LLC. Ms. Volk serves on the board of directors and as treasurer for the nonprofit Maine Jewish Film Festival. Maine Advisory Associates provides discretionary asset management and financial consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes personalized account supervision and employs a long-term, low-turnover investment approach using individual stocks and bonds, ETFs, and mutual funds.

Michelle Lamb is a CFP® with eight years of industry experience, currently advising at Maine Advisory Associates since 2020. Her prior roles include positions at Cornerstone Financial Planning, LLC and Aurora Financial Group, LLC. Maine Advisory Associates serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management and standalone financial consulting. The firm offers tailored portfolios across various asset classes and focuses on long-term, low-turnover management with personalized account supervision.

Damien Saccani is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Maiden Cove Capital since 2020. His prior experience includes roles at Morgan Stanley, GWM Advisors, LLC, and Merrill. Outside of his advisory work, he manages a family investment partnership with commercial property interests in Arizona. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized, asset-allocation driven portfolios with a buy-and-hold approach and integrates business advisory services with wealth management.

Melinda Davis is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning since 2019. She has also been affiliated with LPL Financial since 2008. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning through a team approach that incorporates behavioral, fundamental, technical, charting, and cyclical analysis. The firm manages approximately $88 million across about 193 client relationships and sponsors its own open-architecture wrap fee program, Strategic Wealth Management.

Mark Selby is a financial advisor with Bennett Selby Investments, L.P., holding a Series 65 designation and over 20 years of industry experience. He has served as Chief Executive Officer of Canada Nickel Corporation since 2020 and previously worked at RNC Minerals from 2015 to 2019. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Aaron Rugh is a financial advisor at RM Financial Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RM Financial Services since 2006, including prior roles at PKS Investments and Next Financial Group, Inc. He serves as a board member of the Down East Yacht Club, a nonprofit organization. RM Financial Services provides discretionary investment management, financial planning, and retirement consulting to individuals, trusts, charities, pension plans, and businesses. The firm manages customized portfolios using mutual funds, ETFs, individual securities, and alternative investments, and offers pension consulting services including plan-level support and participant education.

Andrew Snider is a financial advisor at Maiden Cove Capital with five years of industry experience. He holds a Series 65 designation and has worked at firms including Fidelity Investments and National Financial Services LLC. He is also involved with AS Consulting, LLC. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, asset-allocation driven portfolios combined with business advisory services such as valuation and exit planning, managing approximately $150 million in client assets.

Cayla Moore is a financial advisor at RM Financial Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and NEXT Financial Group, Inc. In addition to her advisory role, she serves as treasurer for Stone Bar, Inc., a restaurant business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management and retirement advice with a fiduciary approach, combining fundamental and technical analysis in a primarily long-term investment process.

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 47 years of industry experience and has been with Clark & Stuart Inc in Portland, ME since 1994. He holds Series 63 and Series 66 licenses and is one of three advisors at the firm. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions. The firm follows a conservative-growth, long-term fundamental equity strategy with concentrated portfolios and emphasizes separate account management tailored to client specifications.

David Kenkel is the sole advisor at Outfitter Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His work history includes roles at Outfitter Financial LLC since 2017, Springworks Farm Maine, Inc., and coaching men's rugby at the University of Montana. He serves as a founding director and president of the Backstoppers Foundation and is involved in aquaponics organic farming through Springworks Farm Maine, Inc. Outfitter Financial LLC is a fee-only registered investment adviser managing approximately $158 million in discretionary assets primarily for individual and high-net-worth clients, as well as trusts and foundations. The firm uses a discretionary, asset-allocation approach focusing on equities, fixed income, mutual funds, and ETFs, combining fundamental and technical analysis to guide portfolio decisions.

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 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Blackrock Fund Advisors, Merrill, and Santander Securities. He is the founder of Crypto Collaborative, a consulting initiative providing cryptocurrency-related services to financial professionals. Ten Seven Capital offers portfolio management, financial planning, and family office services to individual and family clients. The firm uses fundamental, quantitative, and technical analysis within a long-term trading approach and sponsors a wrap-fee program while also publishing a weekly subscription newsletter.

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.

James Murphy is the principal of J. Murphy Asset and Tax Management in Westbrook, ME, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He also operates a tax preparation and accounting practice unrelated to his investment advisory services. J. Murphy Asset and Tax Management provides fee-based investment management, financial planning, and consulting for individual and high-net-worth clients and business entities. The firm employs fundamental, technical, and cyclical analysis to construct and monitor portfolios, offers discretionary management including a wrap fee program, and may recommend third-party managers while maintaining oversight and client consent.

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.

Cass Gilbert is the sole advisor at Gilbert Capital Group in North Yarmouth, ME, holding the CFA® designation with 22 years of industry experience. He has led the firm since its founding in 1998. Gilbert Capital Group provides discretionary investment management and portfolio advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporate accounts. The firm combines fundamental analysis with quantitative research, emphasizing active management and diversification, while tailoring portfolios to clients' specific financial needs and preferences.