Cass Gilbert is the sole advisor at Gilbert Capital Group in North Yarmouth, ME, holding the CFA® designation with 22 years of industry experience. He has led the firm since its founding in 1998. Gilbert Capital Group provides discretionary investment management and portfolio advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporate accounts. The firm combines fundamental analysis with quantitative research, emphasizing active management and diversification, while tailoring portfolios to clients' specific financial needs and preferences.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Neil Cataldi is a financial advisor at Kelleher Financial Advisors, LLC in Portland, ME, holding Series 63 and Series 65 designations with 14 years of industry experience. He is also the Principal of Blueprint Capital Management, a single-operator RIA specializing in a Microcap equity strategy since 2012. His prior experience includes roles at Viking Associates from 2008 to 2022. Kelleher Financial Advisors serves individuals, families, trusts, institutions, corporations, and pension plans with about $1.15 billion in assets under management. The firm’s investment approach is driven by fundamental research, offering tailored strategies across three divisions that include long-term equity management, balanced portfolios with third-party managers, and a value-oriented concentrated strategy incorporating options.

Jason Foster is a financial advisor at Old Port Advisors with 28 years of industry experience. He holds a Series 66 designation and has been with Old Port Advisors since 2012. Prior to his current role, he worked at Purshe Kaplan Sterling Investments for eight years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million for around 800 clients through an 11-advisor team, using a macro-driven investment process that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

Sandi Goodman Brown is a financial advisor at Bay Colony Advisors with a Series 65 credential and one year of industry experience. She has previously worked at The Kessler Group and operates SGB & Associates. Outside of her advisory work, she is the owner of JMB Group, LLC, a commercial real estate company based in Portland, Maine. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other asset classes, and combines centralized infrastructure with advisor discretion.

Richard Strabley is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 1997. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation based on clients’ goals and uses in-house research and cost-efficient investment vehicles such as ETFs, managing over $1 billion in assets with a nine-advisor team.

Racquel Tibbetts is a CFP® professional with five years of industry experience, currently serving at Bigelow Investment Advisors, LLC since 2020. She previously worked at Key Bank, NA for 19 years. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to a diverse client base including individuals, institutions, retirement plans, trusts and estates, non-profits, and small businesses. The firm focuses on long-term, diversified asset allocation using a combination of fundamental and technical analysis, third-party research, and periodic account reviews, and is notable for its corporate affiliation with a Maine mutual savings community bank.

James Bradley is a CFP® and CFA® with 28 years of experience in the financial services industry. He has worked at Penobscot Financial Advisors since 2011 and previously held roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Outside of finance, he is a flight instructor and pilot at Maine Coastal Flight Center and serves as Treasurer and volunteer board member for Hospice Volunteers of Hancock County. Penobscot Financial Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth management and standalone financial-planning services.

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 this, he was employed at Horace Mann and related entities, as well as InnoVest Financial Services and HD Vest Investment Services. Outside of his advisory role, he is involved as an independent insurance producer. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients while providing fiduciary consulting to retirement plan sponsors. The firm manages approximately $782–783 million for around 800 clients, employing a macro-driven investment approach that combines global economic themes with fundamental and technical research to construct value-oriented portfolios.

Robert French is a CFA® charterholder with 14 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC and has held prior roles 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, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.

Stephen Reeves is a financial advisor at Headinvest in Portland, ME, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Compass Distributors, Foreside Fund Services, Foreside Financial Group, Auburn University, and Valic Financial Advisors. Headinvest provides discretionary and occasional non-discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, endowments, foundations, charitable organizations, government entities, corporations, and retirement plans. The firm employs a disciplined Price/Value Analysis for security selection and offers customized asset allocations across multiple asset classes, with an emphasis on tax-aware implementation and detailed client reporting.

Thomas Wells is a financial advisor at Portland Global Advisors LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at 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 and other individual clients, managing portfolios with a focus on asset allocation and diversification through a combination of ETFs and selectively chosen securities. The firm also offers discretionary portfolio management and consulting, along with client education and coordination with other financial professionals.

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 Series 65 and Series 66 licenses and has six years of industry experience. He is currently with Robinson Smith Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Leconte Wealth Management and Southwestern Investment Advisory Services, among others. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm offers investment management, financial planning, consulting, and advisor-selection services, managing approximately $445 million in assets for over 200 clients. Their investment approach includes a range of securities and model portfolios, with options for ESG criteria and alternative investments such as real estate private equity funds.

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.