Michael Dow is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2005. Dow is co-owner of Dow Capital Management, LLC, an entity created to operate securities and investment advisory services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using a variety of investment vehicles and emphasizes a primarily long-term approach while allowing flexibility for shorter-term strategies.

Rebecca Burchill is a ChFC® credentialed financial advisor with 28 years of industry experience. She is currently with ValMark Advisers, Inc. and has held roles at Valmark Securities, Inc. and Lebel & Harriman. Burchill serves as President of the Maine Estate Planning Council, a professional organization of lawyers, accountants, and financial advisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, with oversight and rebalancing performed regularly.

John Downing is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Advisory Services Network since 2013. He holds a Series 63 license and is based in Falmouth, ME. Outside of his advisory role, he serves on the investment sub-committee for Sweetser, overseeing advisor performance and investment policy adherence for their endowment. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and investment consulting services, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Caleb Rand is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and currently based in Falmouth, ME. He has one year of industry experience, with prior roles at Lebel & Harriman Retirement Advisors and Bank of America. Outside of finance, he has experience in the food and service industry and worked at the University of Maine. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and back-office services.

Melissa Paione is a financial advisor with ValMark Advisers, Inc. in Falmouth, Maine, holding the Series 66 designation and two years of industry experience. She previously worked at Cornerstone Wealth Planning and LPL Financial LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, with implementation primarily through mutual funds, ETFs, and separate-account managers.

John Knox is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Advisory Services Network since 2013. He holds a Series 63 license and is based in Falmouth, ME. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Kristin Guibord is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked with Commonwealth Financial Network since 2004 and co-owns Daybreak Financial Partners, where she has been active since 2006. Guibord also contributes as a guest TV commentator for WMTW in Portland, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and model portfolio management. The firm offers flexible program structures and operates as a platform provider delivering operations, compliance, and technology support to affiliated advisors.

Richard Scalia Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Scalia Wealth Management, LLC, which he has led since 2018. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and National Planning Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, managing roughly $212.7 billion in client assets.

Kathleen Benbrook Reilley is a financial advisor with Empower Advisory Group holding a Series 66 designation and 31 years of industry experience. She has worked at Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates, among others. She also serves as president of the Atwood Road Association, overseeing bylaws, meetings, and budget matters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

Melissa Duffy is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. She has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of her advisory role, she is involved in independent fixed insurance activities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection, use of affiliated and third-party managers, and access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Leslie Couper is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network and Casco Bay Wealth Advisors. She has been with Commonwealth since 2002 and has worked at Casco Bay Wealth Advisors since 2013. Outside of advisory roles, she serves as president and part owner of CBWA Holdings, LLC, a private entity supporting securities and insurance operations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a broad platform with discretionary model portfolios and various program structures, delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Stephen Bennie is a CFA® charterholder affiliated with Primerica Advisors and currently works at Park Avenue Securities. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to that, he spent over a decade at Castle Point Funds Management Limited. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in assets under management and supports a range of investment strategies and lending solutions.

Paige Batchelder is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2015. She is based in Falmouth, ME, and holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management strategies.

Normand Poulin Jr. is a financial advisor with Commonwealth Financial Network in Auburn, ME, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1998 and Casco Bay Wealth Advisors since 2013. Outside of advisory work, he is a part owner of CBWA Holdings, LLC, an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm offers operational and compliance support while enabling advisors to construct client portfolios across various securities and insurance products.

Ian Trumpler is a financial advisor at Hightower Advisors with three years of industry experience. He previously worked at Ameriprise and has held roles outside finance, including positions at Staples Inc. and Dunegrass Golf Course. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.

Scott Kehoe is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. Kehoe serves as a trustee for the Martin Murphy trust, providing guidance on trust matters. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Matthew Emery is a financial advisor at Hightower Advisors in Falmouth, ME, holding a Series 66 designation with eight years of industry experience. He previously worked for Prime Buchholz LLC for five years before joining Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Kathie Gallagher is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including previous roles at Ameritas Investment Corp. and Capital Choice firms. Gallagher also co-hosts a podcast that discusses business challenges and personal growth, partnering with coaches and yoga instructors. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs and financial planning, using a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm employs both traditional and tactical investment strategies, including market-timing and momentum-based approaches.

Sarah Halpin is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses. She has 28 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. She is co-owner of Back Cove Financial, LLC, and owner of Halpin Wealth Management Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to manage client portfolios with a broad selection of securities and insurance products.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.