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.

Barton Weisenfluh is a CFP® with 16 years of industry experience. He is currently with Kelleher Financial Advisors, LLC and has previously worked at Wall Street Access Asset Management and Hartland & Co. Kelleher Financial Advisors provides investment advisory services to individuals, families, trusts, institutions, corporations, and pension plans. The firm offers both discretionary and limited non-discretionary account management, third-party money manager selection, and family office consulting, operating through three divisions that focus on long-term equity management, balanced portfolios, and value-oriented equity strategies.

Leslie Klenk is a financial advisor at Portland Global Advisors LLC with a Series 65 designation and two years of industry experience. She has been with Portland Global Advisors since 2016. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals and trusts, emphasizing customized asset-allocation targets aligned with clients’ investment goals and other financial objectives. The firm manages over $1 billion in discretionary assets through a nine-advisor team and offers regular portfolio monitoring and client communications.

Francis Davies III is a financial advisor at Old Port Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Port Advisors since 2006. Davies serves on the investment and financial committee board of Preble Street, a nonprofit organization in Portland, ME. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing investment management, financial planning, and fiduciary consulting to retirement plan sponsors. The firm manages approximately $783 million for about 800 clients, employing a macro-driven investment approach that integrates global economic themes with fundamental and technical research.

Odette Thurston is a financial advisor at HeadInvest with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cribstone Capital Management and Purshe Kaplan Sterling Investments. Thurston serves as a trustee for the Maine Island Trail Association and participates on finance committees for the Maine Appalachian Trail Land Trust and the Maine Health Access Foundation. HeadInvest serves a diverse range of individual and institutional clients, offering discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach that customizes portfolios using proprietary equity screening and combines fixed-income selection with low-cost ETFs, while also managing held-away accounts through third-party platforms.

Courtney Walsh is a financial advisor at Portland Global Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. 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 customizes asset-allocation targets based on clients’ goals, time horizons, and planning needs, utilizing in-house research and a range of investment vehicles including cash, ETFs, equities, and fixed income.

Dylan Frank is a CFA® charterholder currently with Old Port Advisors in Portland, ME. He has one year of industry experience and previously worked at Brown Advisory for four years. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting to retirement plan sponsors. The firm manages approximately $783 million for about 800 clients, employing a macro-driven investment approach that combines global economic themes with fundamental and technical research to construct balanced, value-oriented portfolios.

David Smith is a Series 65-credentialed advisor at Portland Global Advisors LLC with five years of industry experience. He has worked at Portland Global Advisors since 2020 and previously spent nearly three decades at Dawson, Smith, Purvis & Bassett, P.A., with a brief tenure at Marcum LLP. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals and related entities. The firm uses customized asset allocation strategies based on clients’ goals and employs in-house research to manage portfolios across various securities, with over $1 billion in discretionary assets under management.

Stephen Poulos is a financial advisor at Great Diamond Partners, LLC in Portland, ME, holding Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at Headinvest for 15 years before joining Great Diamond Partners in 2025. Outside of advising, he is a limited partner in Cadenza, a music venue. 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 utilizes model portfolios, third-party managed accounts, and a range of investment strategies including fundamental and technical analysis and modern portfolio theory.