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.

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.

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.

Edward Torsvik is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Hightower Advisors and Hightower Securities, LLC, he worked at Fidelity Brokerage Services LLC for six years and served two years with the U.S. Peace Corps. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions with both affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles to serve pension plans, charitable organizations, corporations, trusts, and other financial institutions.

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.

Michael Simmons is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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.

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.

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 at Key Investment Services LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2011, following a prior role at KeyBanc Capital Markets Inc. from 2003 to 2006. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services from KeyCorp affiliates, offering a range of wrap programs with custodial and trade execution support.

Jeremy Barnard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with Foundations since 2017. In addition to his advisory role, Barnard operates an independent insurance agency. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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.