Russell Wood is an investment advisor with IFG Advisory, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has previously worked at Jackson National Life Distributors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

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.

Lenajo Hartley is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to her advisory role, she is president of Downeast Private Wealth, where she is involved in both financial planning and insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a combination of advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports discretionary account management with in-house portfolio teams and employs a variety of analytical approaches across asset classes.

Timothy Wyand is a financial advisor at Flagship Harbor Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Flagship Harbor Advisors and LPL Financial since 2020, as well as at Layline Advisors from 2018 to 2020. Outside of advising, he is involved with Three Pines Capital, LLC, a separate business entity for tax and investment purposes. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies, including fundamental and technical analysis, across multiple asset types.

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.

Jeremiah Tucker is a financial advisor at Independent Wealth Network, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Charles Schwab, Bank of America, Merrill, and Foreside Fund Services. Outside of his advisory work, he has worked as a bartender at O'Reilly's Cure. Independent Wealth Network serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm employs a variety of portfolio strategies and utilizes both third-party models and direct discretionary authority in managing client assets.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at TD Bank N.A. and TD Private Client Wealth LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider platform and integrates services from KeyCorp affiliates, offering primarily non-discretionary asset management and a range of wrap programs.

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.

Kathleen Benbrook Reilley is a financial advisor with Empower Advisory Group holding a Series 66 designation and 31 years of industry experience. She has worked at Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates, among others. She also serves as president of the Atwood Road Association, overseeing bylaws, meetings, and budget matters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

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.

Edward Torsvik is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and a two-year term with the U.S. Peace Corps. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to proprietary research and a range of investment vehicles, with experience in managing large pooled and institutional mandates.

Stephen Potts is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HighTower Advisors LLC since 2019 and prior to that was with Mora Wm Securities LLC from 2013 to 2019. Outside of his advisory work, he has seasonal employment at the US Open Tennis Tournament. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Michael Simmons is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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.

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.

Trent Cunningham is a financial advisor with Key Investment Services LLC in Windham, ME, holding a Series 66 designation and 21 years of industry experience. He has worked at Key Investment Services since 2009, with prior roles at Banc Of America Investment Services and Ameriprise. Outside of his advisory work, he serves as Secretary/Treasurer for a local road association. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that includes both in-house and third-party strategists, with a focus on non-discretionary management and integration with affiliates such as KeyBank.

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.

David Spellman is a financial advisor with Principal Financial Services based in Freeport, ME. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Foresight Insurance & Financial Advisors and Pratt Financial Group, Inc. Outside of his advisory work, he has ownership interests in several LLCs related to real estate operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Melissa Groves is a financial advisor with Edward Jones in Auburn, ME, holding a Series 66 designation and having nine years of industry experience. Prior to her current role, she worked at Pine Tree Orthopedic and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Connolly is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with LPL Financial since 2008. Besides his advisory work, he is a notary public and is involved in fixed insurance products through Shields Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive operational and research tools.