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.

Matthew Civello is a financial advisor at HeadInvest with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Cambridge Investment Research. HeadInvest serves a diverse client base, including individuals, trusts, endowments, foundations, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines fixed-income selection with low-cost ETFs and emphasizes tax efficiency and customized portfolio management.

Ben Daigle is a financial advisor at Old Port Advisors with 20 years of industry experience. He has been with Old Port Advisors since 2010 and holds a Series 66 designation. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing fiduciary consulting to retirement plan sponsors. The firm employs a macro-driven investment process, combining global economic and political analysis with market and fundamental research to manage balanced, value-oriented portfolios.

Victoria Morin is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with two years of industry experience. She has worked at Aries Wealth Management since 2021 and previously held positions at Whole Foods Market, TD Bank, and the University of Connecticut. Morin is also a licensed life and health insurance producer in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive portfolio management incorporating financial planning and retirement plan consulting, using a blend of fundamental and technical analysis across a range of securities and investment strategies.

Andrew Nadeau is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Bigelow Investment Advisors, LLC since 2022, following roles at Stonehearth Capital Management and Salem Five Investment Services. Bigelow Investment Advisors provides fee-based portfolio management and investment advice to individuals, institutions, retirement plans, trusts and estates, non-profit groups, and small businesses. The firm emphasizes long-term, diversified asset allocation using a mix of fundamental and technical analysis, third-party research, and periodic account reviews, and is majority owned by a Maine mutual savings community bank.

Donna Mcconnell is a financial advisor at HeadInvest with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HeadInvest since 2006. HeadInvest serves a diverse client base that includes individuals, trusts, endowments, foundations, corporations, retirement plans, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines individual fixed-income selection with low-cost ETFs and emphasizes tax efficiency in taxable accounts.

Craig Joncas is a CFP® with 16 years of industry experience, currently serving at Penobscot Financial Advisors. He worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2014 to 2017 before continuing his tenure at Penobscot since 2008. Outside of advisory work, Joncas is involved in managing commercial real estate through ownership in two property-related LLCs. Penobscot Financial Advisors is a team-based firm offering wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-faceted investment approach with a long-term orientation and provides fiduciary services, including specialized programs for university employees and employer-plan fiduciary support.

Gerrit Petersons is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Robinson Smith Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Marble Trail Advisors, Broad Cove Capital, Cribstone Capital Management, and ADP. 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, primarily using a diversified portfolio construction approach that includes mutual funds, ETFs, individual securities, and incorporates ESG criteria and third-party ratings.

Robert Whitehead is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with HeadInvest since 2006, working as part of an eight-advisor team. HeadInvest serves a diverse range of individual and institutional clients, including trusts, endowments, foundations, and government entities. The firm uses a holistic, asset-allocation driven approach that customizes portfolios through a three-step construction method and employs computer-assisted Price/Value Analysis for equity screening.

Timothy Woodhouse is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with nine years of industry experience. He previously worked at Cribstone Capital Management and Acadia Trust. Outside of his advisory role, Woodhouse serves on the finance committee of Shalom House Inc., a nonprofit organization in Portland. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm builds individualized portfolios using a range of securities and employs a blend of fundamental and technical analysis with active trading strategies, emphasizing continuous supervision and regular portfolio reviews.

Wesley Delcol is a CFP® professional with 19 years of industry experience, currently serving at Guidance Point Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses. Wesley is a 10% shareholder in Guidance Point Retirement Services, LLC, an affiliated investment advisory services provider. Guidance Point Advisors manages approximately $558 million across about 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 along with financial and retirement income planning, focusing on diversified, asset-allocated portfolios aligned with client objectives and risk tolerance.

Brady Gingrich is a financial advisor at Altrius Capital Management, Inc. in Portland, ME, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at H.I.G. Capital and Wells Fargo Securities. Altrius Capital Management provides discretionary investment management and advisory services to individuals, employee benefit plans, trusts, estates, and corporations. The firm employs a fundamentally based, value-oriented investment approach within a balanced asset-allocation framework and serves as a sub-adviser to the Altrius Global Dividend ETF.

Matthew Huckins is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Bigelow Investment Advisors, LLC. Before joining Bigelow in 2025, he worked for Fidelity Investments in various advisory roles from 2016 to 2025. Bigelow Investment Advisors provides fee-only portfolio management and investment advice to individuals, high-net-worth clients, institutions, retirement plans, trusts, nonprofits, and small businesses. The firm employs long-term, diversified asset-allocation strategies and uses a range of investment vehicles, emphasizing fundamental and technical analysis while generally avoiding frequent trading and market timing.

Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at IFS Securities, H. Beck, Inc., Morgan Stanley, Citigroup Global Markets, and Voya Retirement Advisors. Outside of her advisory work, she has bookkeeping responsibilities at a Dairy Queen location during summer months. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation, managing approximately $528 million in discretionary assets with a multi-adviser team.

Jonathan Cottrell is a financial advisor at Mascoma Wealth Management with 8 years of industry experience. He previously worked at Boston Financial Management LLC and Clearstead Trust, known formerly as Atlantic Trust Company of Maine. He holds Series 63 and Series 65 licenses. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF cores supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with large money managers and sub-advisers.

Nan Pendleton is a financial advisor at Old Port Advisors in Portland, ME, with four years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird & Co., Inc. and Quintessentially Inc. Old Port Advisors manages approximately $783 million for about 800 clients through an 11-advisor team, serving individuals, trusts, estates, charitable organizations, business clients, and retirement plan sponsors. The firm employs a macro-driven investment approach that integrates global economic trends with fundamental and technical research to build balanced, value-oriented portfolios.

Tracy Rogers is a financial advisor with Old Port Advisors in Portland, ME, holding a Series 66 designation and 23 years of industry experience. She has been with Old Port Advisors since 2004. Outside of her advisory role, she is a partner in a real estate rental business. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients with fiduciary consulting for retirement plan sponsors. The firm manages approximately $783 million across about 800 clients through an 11-advisor team, employing a macro-driven investment process that combines global economic themes with fundamental and technical research to create balanced, value-oriented portfolios.

Joseph Powers is a CFP® credentialed advisor with 32 years of industry experience. He is currently with Great Diamond Partners, LLC, where he has worked since 2019, following a long tenure at UBS Financial Services from 2000 to 2019. Powers serves as Chair of the Finance Committee for The Catholic Foundation of Maine. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by offering portfolio management, financial planning, business transition planning, and fee-based insurance advisory services. The firm uses customized portfolios based on modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies, and leverages third-party platforms to implement models and access external managers.

Lawrence Bowlan is a ChFC® with 18 years of industry experience, currently serving at Old Port Advisors in Portland, ME, where he has worked for 17 years. He is also a part owner of BOWLAN-SHERRARD LLC and works as an independent insurance agent. Old Port Advisors serves individuals, trusts, estates, charitable organizations, and business clients, providing investment management, financial planning, and fiduciary consulting. The firm follows a macro-driven investment process, managing portfolios with a focus on global, balanced, and value-oriented strategies.

Theodore Gardner is a financial advisor at Running Oak Capital LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Simplify Asset Management Inc., CreativeOne Securities, LLC, GeoWealth Management, LLC, and J.P. Morgan. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and it serves in roles such as ETF adviser and sub-advisor to wrap programs.