Erico Galvez is a financial advisor at Capital Resource Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab, Merrill, and Bank of America prior to joining his current firm. Capital Resource Advisors LLC serves high-net-worth individuals and provides institutional services through separately managed accounts and third-party manager relationships. The firm’s investment approach integrates fundamental, mutual fund/ETF, and technical analysis to construct diversified portfolios with both discretionary and non-discretionary options.

Patricia Barnes is a financial advisor with Maine Advisory Associates, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Maine Advisory Associates and its predecessor entities since 2006. Maine Advisory Associates serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management and financial consulting. The firm constructs portfolios with individual stocks and bonds, ETFs, and mutual funds, emphasizing long-term strategies combined with fundamental and technical analysis.

Kimberly Volk is a financial advisor at Maine Advisory Associates with 12 years of industry experience. She holds a Series 65 designation and has worked previously at Aurora Financial Group, LLC. Ms. Volk serves on the board of directors and as treasurer for the Maine Jewish Film Festival, a nonprofit organization. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with periodic rebalancing and incorporates both fundamental and technical analysis, offering tailored investment programs that include individual securities and tactical stock selections.

Michelle Lamb is a CFP® and holds a Series 65 license, with seven years of industry experience. She has worked at Maine Advisory Associates since 2020 and has prior experience at Cornerstone Financial Planning, Aurora Financial Group, and Atlantic Trust. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with continuous account supervision and blends fundamental and technical analysis, often holding individual securities alongside pooled products.

Damien Saccani is a CFP® professional with 12 years of industry experience. He is the sole advisor at Maiden Cove Capital, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and GWM Advisors, LLC. Maiden Cove Capital is a boutique, fee-only registered investment adviser serving individuals, trusts, retirement plans, and business entities. The firm employs a tactical allocation framework with a buy-and-hold orientation and offers services that include discretionary portfolio management, financial planning, business consulting, and retirement plan advisory.

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 with RM Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at RM Financial Services since 2006 and PKS Investments since 2023. Outside of his advisory role, he serves as a board member of the Down East Yacht Club, a nonprofit organization. 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, written financial plans, and consulting engagements, employing a fiduciary approach that integrates fundamental and technical analysis with ongoing portfolio monitoring and tactical adjustments.

Andrew Snider is a Series 65-licensed financial advisor at Maiden Cove Capital with five years of industry experience. His work history includes roles at Wealth Management Transitions, AS Consulting, National Financial Services LLC, and Fidelity Investments. He has operated his own consulting firm, AS Consulting, LLC, since 2018. Maiden Cove Capital is a boutique SEC-registered investment adviser offering discretionary investment management, financial planning, retirement plan consulting, and business and investment consulting. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a customized, primarily buy-and-hold investment approach that incorporates both fundamental and technical analysis.

Paul Suyama is a financial advisor with Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 designations and offering 39 years of industry experience. His prior roles include positions at StoneX Securities Inc. and WR Rice Financial Services, LLC. Since 2016, he has served as President and Investment Advisor Representative of Capital Wealth Planning Services. Capital Wealth Planning Services is an independent firm that primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm provides comprehensive financial planning, hourly consultations, and ongoing fee-based portfolio management using a needs-based approach with an emphasis on long-term strategies and non-discretionary account management.

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 financial advisor at Silver Accounting Service Inc. DBA Silver Financial Service with seven years of industry experience. She holds CFP® and Series 66 credentials. Her work history includes roles at Atlantic Coast Financial and Edward Jones. Silver Financial Service provides investment management, financial planning, and tax preparation services to individuals, trusts, and business owners. The firm employs a mix of passive and active strategies using low-cost funds and offers discretionary portfolio management alongside written financial plans, incorporating tax and accounting expertise in its advisory approach.

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.

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.

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.

James Murphy is a financial advisor with J. Murphy Asset and Tax Management, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and has operated his own tax preparation and accounting practice since 1988. In addition to his advisory role, he manages a tax preparation and planning business. J. Murphy Asset and Tax Management provides fee-based investment management, financial planning, and consulting services to individual and high-net-worth clients, as well as business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios, offers discretionary portfolio management, and sponsors a wrap fee program, while also maintaining an affiliated tax preparation practice.

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.