Fredric Williams is a financial advisor at Old Port Advisors with 17 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Old Port Advisors since 1997. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million for around 800 clients. The firm follows a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.

Samuel Chaplin is a financial advisor at Penobscot Financial Advisors in Portland, ME, holding a Series 65 designation with seven years of industry experience. He has been with Penobscot Financial Advisors since 2018 and previously worked at Stone Coast Fund Services from 2015 to 2017. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-faceted investment approach with a long-term orientation and offers specialized services including fiduciary support for employer plans and educational seminars.

Jason Viola is a financial advisor at Aries Wealth Management, LLC in Portland, ME, with 17 years of industry experience. He holds a Series 66 designation and has been with Aries Wealth Management since 2015. Outside of his advisory role, he is a managing member of commercial real estate entities in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and emphasizes continuous supervision with regular reviews and rebalancing.

Jake Kenyon is a financial advisor at Old Port Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Old Port Advisors since 2019. Prior to that, he was associated with Horace Mann Companies and InnoVest Financial Services, among others. Outside of advisory work, Kenyon is an independent insurance producer, focusing on health, life, variable, and other insurance products. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million across about 800 clients. The firm employs a macro-driven investment approach combining global economic themes with market and fundamental analysis to create balanced, value-oriented portfolios, primarily on a discretionary basis.

Robert French is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Parkwoods Wealth Partners, LLC and has previously worked at Retirement Researcher, LLC, Mclean Asset Management Corp, and InStream Solutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds and ETFs, and includes both discretionary and non-discretionary portfolio management.

Stephen Reeves is a financial advisor at Headinvest with 10 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Compass Distributors, Foreside Fund Services, Valic Financial Advisors, Mass Mutual Investors Services, Truist Investment Services, Merrill, and Morgan Stanley. Headinvest manages discretionary and occasional non-discretionary portfolios for a diverse client base including individuals, trusts, endowments, foundations, government entities, and corporations. The firm employs a disciplined Price/Value Analysis for security selection and offers customized asset allocation across equities, fixed income, ETFs, and certain alternative assets.

Thomas Wells is a financial advisor at Portland Global Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Portland Global Advisors since 2018, following three years at FIDELITY Brokerage Services LLC. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification, managing portfolios with a mix of ETFs and selected individual securities supplemented by in-house research, and offers coordinated support services including portfolio management and philanthropic advisory.

Benjamin Clark is a financial advisor with HeadInvest in Portland, ME, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services for 11 years before joining HeadInvest in 2018. Outside of his advisory role, Clark is a partner in a commercial real estate ownership LLC. HeadInvest provides discretionary and occasional non-discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, endowments, foundations, government entities, corporations, and retirement plans. The firm employs a disciplined Price/Value Analysis approach for security selection and offers integrated advice on insurance, estate, and retirement planning.

Wesley Mc Neillie is a CFP® professional with seven years of industry experience currently at Robinson Smith Wealth Advisors, LLC. He has previously worked at Leconte Wealth Management, Prudent Street Financial Advisors, UBS, and several other firms. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities with investment management, financial planning, consulting, and advisor-selection services. The firm manages approximately $445 million in assets with a portfolio approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and independent managers, as well as incorporating ESG criteria and alternative investments like real estate private equity.

Erica Bly is a financial advisor at Old Port Advisors in Portland, ME, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney from 2011 to 2016 before joining Old Port Advisors. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, offering investment management, financial planning, and wealth-management services. The firm uses a macro-driven investment approach that combines global thematic analysis with market, sector, and fundamental research to create balanced, value-oriented portfolios primarily managed on a discretionary basis.

Patrick Flood is a CFP® with 16 years of experience in the financial industry. He has worked at Bigelow Investment Advisors, LLC since 2017 and previously at Key Investment Services LLC from 2009 to 2017. Patrick holds the Series 66 designation and is based in Portland, ME. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts, non-profits, and small businesses. The firm emphasizes long-term, diversified asset allocation using a range of securities and employs both fundamental and technical analysis to guide investment decisions.

Heidi Peterson is a financial advisor at Portland Global Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 2017. Prior to that, she worked at Bowdoin College from 2015 to 2017. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation aligned with clients’ goals and employs in-house equity and fixed-income research alongside cost-efficient investment vehicles such as ETFs.

Lisa Demers is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Aries Wealth Management, and Purshe Kaplan Sterling Investments. She is also a notary public. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, business transition planning, and fee-based insurance advisory services. The firm uses model allocations based on modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies, while leveraging third-party platforms for trading and access to external managers.

Rebecca Schuman is a CFP® professional with three years of industry experience. She has worked at Penobscot Financial Advisors since 2023 and previously held roles at Stone Coast Fund Services and the University of Maine. Penobscot Financial Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, cyclical, behavioral, and charting analysis to create customized portfolios and operates its own wrap-fee program covering transaction costs for discretionary trading.

Donovan Ingle is a CFP® with eight years of industry experience. He has worked at Robinson Smith Wealth Advisors, LLC since 2020 and previously held roles at Equitable Advisors, AXA-ADVISORS LLC, and German American Bank. He also has experience at the University of Louisville. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and allocations to Independent Managers.

Yelshaday Gebreselassie is a financial advisor at Penobscot Financial Advisors in Portland, ME, holding a Series 65 credential. Gebreselassie has been with Penobscot Financial Advisors since 2024 and has prior experience at Cross Insurance, Bonney Staffing, Machias Savings Bank, and the University of Maine. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as a fiduciary and employs a comprehensive investment process combining multiple analysis methods with a long-term orientation and continuous monitoring.

Andrew Scott is a CFP® with 13 years of experience in the financial services industry. He is currently with Great Diamond Partners, LLC and previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and long-term purchase strategies, and uses third-party managers and model portfolios through a third-party platform.

Helen Andreoli is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Great Diamond Partners, LLC since 2019. Prior to joining Great Diamond Partners, she worked at UBS Financial Services Inc. from 2011 to 2019. Andreoli is also an independent licensed insurance agent in Portland, Maine. Great Diamond Partners serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm offers discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions, utilizing a range of securities and tailored investment strategies.

Christopher Del Col is a financial advisor at Guidance Point Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guidance Point Advisors since 2016. Guidance Point Advisors manages approximately $558 million across 252 client relationships, serving individuals, including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services alongside financial and retirement income planning, emphasizing diversification and asset allocation through investor profiling and Investment Policy Statements.