Brandon Clark is a financial advisor at Rossby Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Ameriprise. Outside of his advisory role, he is the owner of Reexamine Wealth LLC, where he provides leadership and mindset coaching. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering portfolio management, financial planning, and retirement consulting with a range of investment approaches tailored to client risk tolerance and objectives.

Richard Scalia Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Scalia Wealth Management, LLC, which he has led since 2018. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and National Planning Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, managing roughly $212.7 billion in client assets.

Stephen Bennie is a CFA® charterholder and Series 63 licensee with one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025 and previously spent 11 years at Castle Point Funds Management Limited. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of advisory services including discretionary management, model-based strategies, financial planning, and access to proprietary and third-party investment programs.

Kathie Gallagher is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including previous roles at Ameritas Investment Corp. and Capital Choice firms. Gallagher also co-hosts a podcast that discusses business challenges and personal growth, partnering with coaches and yoga instructors. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs and financial planning, using a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm employs both traditional and tactical investment strategies, including market-timing and momentum-based approaches.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Cameron Graham is a financial advisor with Foundations Investment Advisors LLC in Auburn, ME, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Northern Alliance Financial, Integrity Advisory Solutions, and Burlington Alliance Capital Management. From 2020 to 2023, he was involved in a baseball and softball training facility. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing strategy, supported by a large network of affiliated offices and third-party sub-advisers.

Jacob Connolly is a CFP® with four years of industry experience. He is currently with Foundations Investment Advisors LLC and Northern Alliance Financial, having previously worked at Kennebec Savings Bank, Edward Jones, and TD Bank. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Daniel Lay is a financial advisor with Corient, holding a Series 65 designation and 19 years of industry experience. He worked at H.M. Payson & Co for 20 years before joining Corient in 2026. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

Connor Scofield is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has one year of industry experience and has worked at Back Cove Financial alongside his current role. Before entering finance, he spent ten years with Acadia Lobster & BBQ Company and one year with Maine Beer Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Patrick Carrigan is a CFP®-certified financial advisor with three years of industry experience. He is currently affiliated with Principal Financial Services and has prior work experience in the building and construction sectors. Carrigan also engages in the sale of various insurance products including life, disability, annuities, health, and Medicare-related insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Linus Nygard is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining EP Wealth Advisors, he worked at GRP Retirement Planning and Bank of America N.A., among other roles. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Andrew Burns is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He has held positions at Key Investment Services since 2012 and previously worked at Ameriprise from 2006 to 2012. Outside of advising, he owns and manages a long-term residential rental business in Portland, Maine. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm offers multiple wrap fee programs and utilizes a multi-provider platform, integrating services from KeyCorp affiliates for investment and risk management solutions.

Margo Reis is a financial advisor at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2011, following a prior role at KeyBanc Capital Markets Inc. from 2003 to 2006. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Jeremy Barnard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with Foundations since 2017. In addition to his advisory role, Barnard operates an independent insurance agency. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and three years of industry experience. He has been affiliated with KeyBank NA since 2013. Outside of advising, he owns and operates a general construction and remodeling company. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolios, integrating services from KeyCorp affiliates and offering multiple wrap-fee programs.

Matthew King is a CFP® with 13 years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Northern Alliance Financial, Gosline Retirement Planning, Triad Advisors, and Foresters Financial Services. In addition to his advisory work, he is active as an insurance producer providing life and annuity products through Magellan Financial. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

Peter Coopersmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services, while allowing advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Daniel House is a CFP® professional with 15 years of industry experience, currently serving at Equity Services, Inc. since 2014. He previously served on the Essex Junction Town Board from 2010 to 2017. Outside of his advisory work, he is involved in managing the sale of residential property alongside his father and holds power of attorney for family members. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a blend of long-term strategies and options for shorter-term trading.

Brett Payne is a financial advisor with TD Private Client Wealth LLC in Yarmouth, Maine. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at TD Bank N.A., Waites Sensor Technologies, Southern New Hampshire University, Irving Forest Products, American Income Life, and Sunday River. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation utilizing affiliated and third-party sub-managers, with services including ongoing portfolio management, financial planning support, and custody through third-party custodians.