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.

David Butler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes multiple roles at Key Investment Services and KeyBank since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

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.

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.

James Violette is a financial advisor at Primerica Advisors with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Violette has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. He also teaches the Maine Life and Health Producers license course. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services.

Casey Mc Clurkin is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Hightower in 2022, he worked at Ameriprise and operated his own independent practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers, and offers a variety of investment vehicles and portfolio management services.

Joel Ouellette is a CFP® and Series 66-registered financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has seven years of industry experience, including prior roles at Back Cove Financial and Rogue Industries. Ouellette serves on the Economic Development Committee for the City of South Portland, Maine. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of advisory platforms and services, including discretionary and nondiscretionary managed-account programs and access to third-party asset managers.

Barbara Appleby is a financial advisor with Commonwealth Financial Network in Portland, ME, holding a Series 66 designation and with 28 years of industry experience. She has been co-owner of Daybreak Financial Partners since 2001 and has worked with Commonwealth Financial Network since 1999. Outside of her advisory work, she is the founder and director of Morninglight Ministries, a non-denominational women's prayer group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Stephen Potts is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HighTower Advisors LLC since 2019 and prior to that was with Mora Wm Securities LLC from 2013 to 2019. Outside of his advisory work, he has seasonal employment at the US Open Tennis Tournament. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.