David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Alexander Mills is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. Prior to joining Commonwealth in 2023, he worked at Casco Bay Wealth Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. Outside of his advisory role, he serves as a coach and instructor at South Portland High School. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including customized portfolio management, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

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.

Jonathan Runyambo is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has experience working at CAPTRUST Financial Partners and Daybreak Financial Partners, and previously held roles in education and retail. Commonwealth Financial Network is a registered investment adviser serving 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 personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Linus Nygard is a financial advisor at EP Wealth Advisors in Brunswick, ME, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining EP Wealth Advisors, he worked at GRP Retirement Planning and held roles at Bank of America, Merrill, and JP Morgan Chase bank. EP Wealth Advisors serves individuals, including high-net-worth clients, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios incorporating fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Andrew Burns is a financial advisor at Key Investment Services LLC in Brunswick, ME, holding a Series 66 designation with 20 years of industry experience. He has been with Key Investment Services since 2012. Outside of his advisory role, he owns and manages a long-term residential rental business in Portland, ME. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection while providing ongoing monitoring and due diligence of third-party advisory products.

Christine Byrne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with Commonwealth since 1992 and has worked at Back Cove Financial since 2004. Outside of her advisory work, she is involved in fixed insurance sales through Back Cove Financial. 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 support services, including discretionary model portfolios and customized investment solutions, while enabling advisors to offer advice under Commonwealth’s supervision.

Edmund Broomhead is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and nearly 39 years of industry experience. He has worked at Janney Montgomery Scott since 2002, with a stint at Merrill from 2005 to 2016. Outside of his advisory role, he is involved in coaching high school girls lacrosse at Barrington High School. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Grey Terry is a CFP® with 18 years of industry experience, currently serving at Hightower Advisors since 2011. He holds the Series 66 designation and is based in Falmouth, ME. Terry has been associated with both Hightower Advisors and Hightower Securities, LLC over the past 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies alongside financial planning and retirement consulting.

Margo Reis is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and having 23 years of industry experience. She has worked at Key Investment Services since 2011 and previously spent three years at KeyBanc Capital Markets Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with a product due diligence process and connections to affiliated banking and capital markets entities.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and three years of industry experience. He has been with KeyBank NA since 2013 and joined Key Investment Services LLC in 2023. Outside of his advisory role, he is involved in general construction and property management through ownership of a local construction company. Key Investment Services LLC offers a range of advisory and brokerage products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-driven investment strategy selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Sophie Halpin is a CFP® and Series 66-registered financial advisor with eight years of experience, currently affiliated with Commonwealth Financial Network and Back Cove Financial. She previously worked with The Danforth Group of Wells Fargo Advisors and Maine Conservation Voters. Halpin is also the owner of Halpin With Your Money, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $212 billion in assets and offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Sheila Menair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with Back Cove Financial since 2022 and was previously affiliated with Casco Bay Wealth Advisors and Commonwealth Financial Network. Menair is the owner of Menair Investment Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational support, technology, investment management, and compliance services while advisors maintain discretion over client portfolios.

Laura Gebhart is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and four years of industry experience. She has worked at Commonwealth and Back Cove Financial since 2022 and was previously involved with The Foundation for Maine's Community Colleges from 2016 to 2022. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Peter Coopersmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services, while allowing advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Daniel House is a CFP® professional with 15 years of industry experience, currently serving at Equity Services, Inc. since 2014. He previously served on the Essex Junction Town Board from 2010 to 2017. Outside of his advisory work, he is involved in managing the sale of residential property alongside his father and holds power of attorney for family members. 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 offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a blend of long-term strategies and options for shorter-term trading.

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.

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.

Danielle Klimash is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 1998 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.