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.

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.

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.

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.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2022, following prior roles at Securities America Advisors and Investacorp Inc. Simmons also operates Simmons Financial, her own financial services business in Gray, ME. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally developed and third-party investment models.

Matthew Arey is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark Advisers since 2017. Outside of his advisory role, Arey serves as an assistant swim coach at Cheverus High School and is a member of the Portland Regional Chamber of Commerce Finance Committee. He is also a partner at Lebel & Harriman, LP & LLP, where he oversees fiduciary service practices and client acquisition strategies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Joshua Medeiros is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation. He has been with ValMark since 2026 and previously worked at Lebel & Harriman Retirement Advisors. His background includes experience in various roles outside of finance, including work at Flaherty's Family Farm and Quinn's Installation Contractors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Garrett Duchesne is a CFP® professional with eight years of industry experience, currently with ValMark Advisers, Inc. He has previously worked at firms including Fidelity Investments, Morgan Stanley, and UBS Financial Services. He serves on the board of directors for The Kids First Center, a nonprofit organization in Scarborough, Maine. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Robert Clark is a financial advisor at SeaCrest Wealth Management, LLC with 54 years of industry experience. He holds a Series 63 designation and has been with SeaCrest since 2015. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a long-term, customized approach that incorporates fundamental and technical analysis, with an emphasis on both discretionary and non-discretionary strategies.

Mark Morrison is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Ameriprise and Edward Jones, and operated his own consulting business, Sage Solutions, for 12 years. In addition to his advisory role, he serves as an elected town councilor in Windham, ME, and is a notary for wedding ceremonies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and credit card options.

Robert Murray is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has 21 years of industry experience. His prior work includes long-term roles at H&R Block and Taxbridge Financial Group, where he serves as a master tax advisor and enrolled agent focusing on tax return preparation for individuals. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base that includes individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Bruce Macomber is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Altitude Capital Management since 2024 and previously spent four years at Brookstone Wealth Advisors, LLC. Macomber is also the owner of Campbell Asset Management, where he devotes time to insurance sales. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an investment approach that aligns with client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

Avard Dow Jr. is a Series 63 licensed financial advisor with Bolton Securities Corporation, bringing 56 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2006, serving as a Senior Financial Advisor and Portfolio Manager. Outside of his advisory role, he owns a rental property managed as a personal activity. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that tailors portfolios to client goals using a range of investment vehicles with a generally long-term orientation.

Micheline Romano is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with ValMark Advisers since 2004 and is also associated with Lebel & Harriman, where she provides financial planning and investment advice. Romano serves as Treasurer for the Scarborough Education Foundation in Scarborough, ME. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms such as ACCESS and Charles Schwab managed accounts.

Philip Harriman is a ChFC®-designated advisor with 46 years of industry experience, currently with ValMark Advisers, Inc. since 2003. His career includes long-term roles at New England Life and Lebel & Harriman of Maine, where he has been active since 1978. He serves as a director of Husson University and hosts a monthly radio show, Inside Maine with Phil Harriman. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, integrating mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic review.

Richard Benoit is a financial advisor with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Bolton Global Capital and Bolton Global Asset Management since 2011 and currently serves as Vice President of Finance and Corporate Development at Dow Software, LLC. Outside of finance, he owns and manages the Red Barn Saloon, a live music venue with an associated online store. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized wealth management using a range of investment vehicles, emphasizing a primarily long-term approach while incorporating various trading strategies.

Stephen Schaeffer is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Hilltop Securities Independent Network Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of services such as investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, leveraging third-party managers and integrated platforms for investment delivery and account management.

Eric Lusk is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Bolton Securities Corporation and Bolton Global Capital since 2014. Outside of his advisory work, he hosts a local radio show in Portland, Maine, where he discusses investment-related topics. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers and wrap-fee platforms.

Isabelle Dow is a financial advisor at Bolton Securities Corporation with three years of industry experience. She holds the Series 66 designation and has worked with Bolton Global Asset Management since 2023. Her prior roles include positions at Dow Capital Management and various educational institutions. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is IAR-driven, focusing on tailored portfolios with a long-term orientation that utilize mutual funds, ETFs, equities, and fixed-income securities.

Connor Leonard is a financial advisor at ValMark Advisers, Inc. with a Series 66 designation and three years of experience in the industry. His prior work includes roles at Lebel & Harriman, LLP, Quotient Technology, and The Reynolds & Reynolds Company, as well as four years in full-time education. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.