Alicia Chiamulera is a CFP® with seven years of industry experience and is currently with Mercer Global Advisors Inc. She previously worked at Charter Oak Capital Management and O'Brien Wealth Partners LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a mix of low-cost ETFs, separate accounts, and private funds.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Thomas Kasprzak is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 66 credentials. He has over 31 years of industry experience, having worked with Equity Services since 1994 and National Life of Vermont since 1993. Kasprzak serves as a voting board member for Hope Cemetery Corp and is involved with the nonprofit Friends of Hope Cemetery & Woods. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with diverse advisory platforms and frequently utilizes third-party asset managers.

Mark Roberts is a financial advisor with Valic Financial Advisors in Wells, ME, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a background at Agia and WM Roberts Electric Co. Outside of his advisory role, he is involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves nearly 300,000 clients, utilizing centralized technology and third-party model managers in its investment approach.

Brian Maclean is a CFP® professional with 34 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2010 and also maintains roles at IFS Investors Services and IFS Financial Corporation, where he serves as president and sole owner. Outside of advisory work, he provides tax and accounting services as an enrolled agent and offers practice management consulting through his firm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Brenton Lane is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Equity Services and National Life Group since 2011. Outside of his advisory role, he is engaged in selling life and disability insurance and serves as a trustee for a family trust. 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 combines multiple advisory platforms with third-party asset managers, offering both discretionary and non-discretionary programs.

Edward Mathews III is a CFP® professional with 12 years of experience, currently affiliated with Money Concepts Capital Corp. since 2019. He also owns a legal services practice in Greenland, NH, where he works as an attorney, and he prepares income tax returns seasonally through JD Stewart Financial. Money Concepts Capital Corp. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, proprietary and third-party strategies, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

William Beaudoin is a financial advisor with Integrated Wealth Concepts LLC in Kennebunkport, ME, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Integrated Wealth Concepts and associated with LPL Financial since 2016. Outside of his advisory role, he has involvement in non-variable insurance products including fixed, life, and long-term care insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Jonathan Stewart is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Money Concepts FPC since 2009 and has concurrent leadership roles at J.D.S. Mortgages of Maine and J.D. Stewart Financial, which he has been associated with since 2002. Stewart serves as treasurer and board officer of the Saco Yacht Club, a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven, asset-allocation investment approaches and operates as an enterprise-scale adviser with several hundred advisors managing billions in assets.

Caleb Allen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked with firms including Equitable Advisors, Eagle Strategies, and New York Life. Outside of his advisory role, he serves as Treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life's affiliated firm, Park Avenue Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs with discretionary and non-discretionary options and incorporates both proprietary and third-party models.

John Kageleiry is a financial advisor with Empower Advisory Group in Dover, NH, holding Series 66 and Series 63 credentials and 17 years of industry experience. He previously worked at Origin Medical, Stonewall Kitchen, and Verium Planning and Asset Management. Kageleiry is a passive owner of two commercial real estate LLCs but does not actively manage these entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Maarten Van Zee is a Series 66-licensed financial advisor with Valic Financial Advisors in Biddeford, ME, holding three years of industry experience. Prior to joining Valic Financial Advisors, he worked at Agia and was involved with Sidewalk Soccer. He also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven, centralized approach.

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Jack Reetz is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and offering 29 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policy statements.

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Matthew Ouellette is a CFP® with 24 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. for 18 years. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and employing a distinctive service and distribution model.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Eric Farnsworth is a Series 66 licensed advisor with Key Investment Services LLC, located in Saco, ME. He has 13 years of industry experience and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Emma Bean is a CFP® and Series 66 licensed advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She previously worked at Charter Oak Capital Management for nine years before joining Mercer Global Advisors in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and also offers specialized services such as retirement plan consulting and charitable advisory.