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.

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 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Aries Wealth Management, LLC. Outside of her advisory role, she is also a notary. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses by providing discretionary portfolio management, financial planning, and business transition planning. The firm employs a variety of investment strategies and leverages third-party platforms and managers to tailor portfolio allocations.

Rebecca Schuman is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Penobscot Financial Advisors in Portland, ME, where she has worked since 2023. Prior to joining Penobscot, she was employed at Stone Coast Fund Services and the University of Maine. Penobscot Financial Advisors offers 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 uses a comprehensive investment process combining multiple analytical approaches with a long-term orientation and continuous monitoring.

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.

Richard Harlow III is a Series 66-licensed advisor with 28 years of industry experience. He has been with Old Port Advisors since 2016. Outside of his advisory role, he serves as Chairman of the Board of Selectmen for the Town of Lebanon, Maine. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $783 million across an 11-advisor team. The firm employs a macro-driven investment approach, combining global economic themes with fundamental and technical research to build balanced, value-oriented portfolios, and provides fiduciary consulting to retirement plan sponsors.

Tracey Daigle is a CFP® professional at Robinson Smith Wealth Advisors, LLC with nine years of industry experience. She has been with Robinson Smith Wealth Advisors for her entire career, joining the firm in 2016. Robinson Smith Wealth Advisors is an independent, fee-only advisory firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets and provides investment management, financial planning, consulting, and advisor-selection services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and Independent Managers.

Kathleen Hurley is a Series 65-licensed advisor at Portland Global Advisors LLC with one year of industry experience. She has worked at Portland Global Advisors since 2025 and previously held roles at Lucky Catch Lobster, The Swanson Group, and Blake Hurley McCallum & Conley. Outside of her advisory work, she provides bookkeeping services as a sole proprietor. Portland Global Advisors LLC offers discretionary portfolio management and non-discretionary consulting primarily to high-net-worth individuals, trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation tailored to clients’ goals and uses in-house research and cost-efficient ETFs, managing over $1 billion in assets with a nine-advisor team.

Tyler Hafford is a financial advisor at Penobscot Financial Advisors in Bangor, ME, with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Prior to entering the financial industry, he spent six years at Maine Pretrial Services. 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-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth-management retainers and standalone planning engagements.