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.

Daniel Lay is a financial advisor with Corient, holding a Series 65 designation and 19 years of industry experience. He worked at H.M. Payson & Co for 20 years before joining Corient in 2026. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

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.

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.

David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

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.

Linus Nygard is a financial advisor at EP Wealth Advisors in Brunswick, ME, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining EP Wealth Advisors, he worked at GRP Retirement Planning and held roles at Bank of America, Merrill, and JP Morgan Chase bank. EP Wealth Advisors serves individuals, including high-net-worth clients, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios incorporating fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Andrew Burns is a financial advisor at Key Investment Services LLC in Brunswick, ME, holding a Series 66 designation with 20 years of industry experience. He has been with Key Investment Services since 2012. Outside of his advisory role, he owns and manages a long-term residential rental business in Portland, ME. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection while providing ongoing monitoring and due diligence of third-party advisory products.

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.

Edmund Broomhead is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and nearly 39 years of industry experience. He has worked at Janney Montgomery Scott since 2002, with a stint at Merrill from 2005 to 2016. Outside of his advisory role, he is involved in coaching high school girls lacrosse at Barrington High School. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

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 with Key Investment Services LLC, holding a Series 66 designation and having 23 years of industry experience. She has worked at Key Investment Services since 2011 and previously spent three years at KeyBanc Capital Markets Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with a product due diligence process and connections to affiliated banking and capital markets entities.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and three years of industry experience. He has been with KeyBank NA since 2013 and joined Key Investment Services LLC in 2023. Outside of his advisory role, he is involved in general construction and property management through ownership of a local construction company. Key Investment Services LLC offers a range of advisory and brokerage products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-driven investment strategy selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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.

Andrew Miner is a financial advisor with Principal Financial Services in Portland, ME. He holds a Series 66 designation and has 11 years of industry experience. His prior firms include Commonwealth Financial Network and Curate Partners. Outside of his advisory work, Miner serves as treasurer of an LLC created to support his wife's voice acting career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.