Quinlan Leary is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at TD Bank N.A. from 2021 to 2023. Leary serves as treasurer for the Edward Little Alumni Association, managing scholarship donations and ensuring timely disbursement of funds. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and incorporates fundamental, technical, and cyclical investment analysis.

Damian Smith is a financial advisor with Creative Financial Designs, Inc. in Richmond, ME, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Creative Financial Designs, he worked at Primerica Advisors and Primerica Financial Services. Outside of his financial advisory role, he is involved in biblical counseling through an initiative called Light Restored, providing discipleship and coaching support using scripture. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model allocations with varying risk objectives and publishes Biblically Responsible Investing strategies based on independent third-party screening.

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.

Joseph Bean is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved with Principled Agency, where he provides insurance services related to health, Medicare, life, disability, supplemental insurance, and annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering various portfolio management and retirement plan services alongside technology and operational support for advisers.

Hyla Fahsholtz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Key Investment Services in 2023, Fahsholtz worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. 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 network of financial professionals. The firm employs a multi-provider model with discretionary implementation and oversight from KeyCorp affiliates, serving a broad client base primarily on a non-discretionary basis.

Dean Jackman is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Ameriprise and Duncklee & Nott. He is also involved with Fourteen Forty Financial, LLC in an advisory capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Lance Gilman is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and serves as President and CEO of IGT Management’s Retirement Planning division, where he also acts as an independent insurance and annuity agent. His career includes roles at IGT Management since 2009 and involvement with the Maine Math & Science Alliance from 2010 to 2017. Foundations Investment Advisors, LLC is a registered investment adviser that offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with discretionary or non-discretionary authority to tailored client advice.

Kenneth Nott is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2006 and is a co-owner of Duncklee & Nott, a private entity facilitating securities, advisory, and insurance business. Outside of his advisory work, he coaches junior varsity girls' soccer in Farmingdale, Maine. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and back-office support. The firm offers multiple portfolio management options and distinct program structures, supporting advisors with operations, technology, compliance, and practice management.

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.

John Burrell Jr. is a financial advisor with Eagle Strategies (NY Life) based in Gardiner, ME, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with Eagle Strategies and related entities since 2019 and currently operates under the DBA Top Flight Financial and Insurance Services, brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Erika Barden is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. in Augusta, Maine. She has one year of industry experience and is also appointed as an insurance agent with Bankers Life & Casualty, Inc., where she writes Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities to align with clients’ goals and risk tolerances.

Lucas Mc Daniels is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services in various capacities since 2015. Outside of his advisory role, he serves as a landlord for an apartment above his home. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm delivers multiple wrap-fee programs and integrates services from KeyCorp affiliates, combining discretionary implementation and third-party manager oversight.

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.

Michael Trenholm is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 33 years of industry experience. He has been affiliated with Central Maine Financial Services and Commonwealth Financial Network since 1997 and has been operating under his own name since 1987. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance, while allowing them discretion in portfolio construction.

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.

Ronald Trahan is a financial advisor with Edward Jones in Turner, ME, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2023, he worked for the Gosline-Murchie Agency for 11 years. Outside of his advisory role, he serves as a high school basketball official in Brunswick, ME. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

David Farago is a Series 66-licensed financial advisor with Ameriprise in Manchester, ME, bringing 10 years of industry experience. He previously worked at Edward Jones before joining Ameriprise in 2020. Outside of his advisory role, he is a co-owner of an indoor simulation golf franchise in Maine and serves on the board of directors for Spectrum Generations, a nonprofit organization. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, non-discretionary recommendations based on a comprehensive analysis of client assets and income strategies.

Scott Blanche is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Jenkintown, Pennsylvania. With over 35 years of experience in wealth management, Scott leads a team of advisors serving a select group of referred clients and their families. His approach focuses on customized, goals-based strategies addressing risk tolerance, time horizon, liquidity needs, and overall client objectives. Scott's client base includes both corporate entities and multigenerational family households. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott graduated from Rutgers University in 1991. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Scott dedicates quality time to clients to build trusted relationships that support tailored financial planning. Outside of his professional work, he enjoys spending time with his family at their lake home in Maine. He is also involved in community organizations including the Cobbosseecontee Lake Association and Friends of Cobbosseecontee Watershed.

Leslie Stevens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and with Atlantic Investment Advisors since 2001. Stevens serves as a board member for the nonprofit Looking Ahead Clubhouse, which supports mentally and physically challenged individuals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.