Timothy Hiscock is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for 3 years. Outside of advisory roles, he is involved with Gross & Net LLC, a holding company managing business operations and revenue for his securities activity. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models and Direct Indexing, and provides services such as portfolio management, retirement plan advisory, sub-advisory, and consulting.

Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with SeaCrest Wealth Management, LLC and also spends approximately half of his time as an investment advisor representative at the Ontario Securities Commission. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools to support decision-making.

Michael Neff is a CFA® charterholder with seven years of industry experience. He is currently with R M Davis Inc in Portland, ME, where he has worked since 2020. His prior experience includes roles at People's United Advisors, Camden National Wealth Management, and KeyBank. R M Davis Inc offers investment management, wealth planning, and trustee services to a diverse client base, including individuals, institutions, and government entities. The firm manages portfolios primarily on a discretionary, long-term basis with a focus on diversified equities and fixed income, supported by an in-house research team and a multi-advisor platform.

Michael Wood is a CFA® charterholder with 25 years of industry experience, currently serving as an advisor at R.M. Davis, Inc. since 2013. Based in Portland, ME, he holds a Series 63 license and works within a multi-advisor team of 22 professionals. R.M. Davis, Inc. provides investment management, financial planning, trustee and trust administration, and personal affairs management to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs a long-term, buy-and-hold investment approach with tailored asset allocations and incorporates AI tools as research accelerators, while maintaining specific expertise in serving municipalities and providing trustee services.

Matthew Mcfarland is a financial advisor with R. M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with R. M. Davis since 2013. R. M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee, trust administration, and personal affairs management services exclusively to its investment management clients.

Paul Klinges is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. He has previously worked with Harvest Asset Group, LLC and spent four years at Charleston Sailing School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary long-term investment strategies developed by an Investment Committee and manages portfolios using a range of securities on a primarily discretionary basis with regular client reviews.

Dana Mitiguy is a CFA® charterholder with 24 years of industry experience. He has been with R.M. Davis, Inc. since 2000. R.M. Davis, Inc. provides discretionary and non-discretionary investment management, financial planning, trustee and trust administration, and personal affairs management services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm emphasizes long-term, buy-and-hold investment strategies and serves a notable municipal and governmental client base.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. in Portland, Maine. He has been with the firm since 1991, accumulating 35 years of tenure. F.L. Putnam serves a wide range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework across equities, fixed income, and alternative assets, and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, which provides trust and custody services.

Vincent Damasco is a CFA® charterholder with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011. R.M. Davis, Inc. provides investment management, financial planning, trust administration, and personal affairs management services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs a long-term, buy-and-hold investment approach across diversified asset classes and serves a notable municipal and governmental client base.

Dean Walker is a financial advisor at R.M. Davis Inc in Portland, ME, holding a Series 65 credential with nine years of industry experience. He has been with R.M. Davis since 2001. Outside of his advisory role, Walker serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis provides investment management, portfolio consulting, and wealth management services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages accounts on a discretionary, long-term basis using diversified strategies and offers trustee and personal affairs services exclusive to its investment clients.

Wendy Laidlaw is a financial advisor at R M Davis Inc in Portland, ME, holding a Series 65 designation and bringing 22 years of industry experience. She has been with R.M. Davis, Inc. since 1995. R.M. Davis, Inc. offers investment management, consulting, financial planning, and trustee services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs tailored asset allocations with a long-term, buy-and-hold approach and serves a notable client base that includes municipalities and other governmental clients.

David Strachan is a Series 65-licensed financial advisor with Dakota Wealth, LLC, based in Kennebunk, ME. He has three years of industry experience, including four years at Dakota Wealth Management and 26 years at Cambridge Trust Company. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, charitable organizations, and various business entities. The firm employs a diversified investment approach using low-cost mutual funds, ETFs, individual equities, fixed income, and other instruments, and serves as an investment manager to registered mutual funds and sub-adviser to an ETF.

Cade Blackburn is a Series 65-registered advisor with R.M. Davis, Inc. in Portland, Maine, where he has worked since 2002. He has two years of industry experience. Outside of financial advising, Mr. Blackburn owns and operates Aquamation Services of Maine, a pet cremation business. R.M. Davis, Inc. provides investment management, financial planning, trust administration, and related services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs a long-term, buy-and-hold investment approach across equities and fixed income, serves a diverse client base including municipalities, and manages approximately $8.15 billion for over 2,300 clients.

Geoffrey Alexander is a Series 65-credentialed financial advisor with 24 years of industry experience. He has been with R.M. Davis, Inc. in Portland, ME, since 1997. R.M. Davis, Inc. offers discretionary and non-discretionary investment management, financial planning, trust administration, and personal affairs management to a diverse client base including individuals, families, pensions, trusts, corporations, and governmental entities. The firm emphasizes a long-term, buy-and-hold investment approach and serves a notable number of municipal and governmental clients, managing approximately $8.15 billion across 22 advisors.

Peter Hanson is a financial advisor with Foundations Investment Advisors LLC in Saco, Maine. He holds a Series 65 designation and has 10 years of industry experience, having worked at Foundations since 2016 and Combined Benefits United since 2014. Hanson also operates P T Hanson Financial and Retirement Planning, where he offers clients fixed insurance and annuity products. Foundations Investment Advisors is a registered investment adviser serving a broad client base that includes individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Motley Fool Wealth Management and Fidelity Brokerage Services. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, alongside individual securities and alternatives, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

George Carr is a Series 65-licensed financial advisor with R M Davis Inc in Portland, ME, where he has worked since 2015. He has 11 years of industry experience. R.M. Davis provides investment management, portfolio consulting, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages most accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers trustee, trust administration, and personal affairs management services to its investment management clients.

Craig Cantara is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at American Portfolios for 15 years and at OSAIC for one year. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Justin Coffin is a CFP® with 10 years of industry experience, currently affiliated with Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior experience includes a five-year tenure at UBS Financial Services, Inc. Outside of his advisory roles, he serves as Treasurer and Board Member for Maine Coast Waldorf School and the Chocolate Church Arts Center, and is a board member of the Cumberland Bar Association. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of financial planning, portfolio management, and consulting services across multiple asset classes, including ESG and alternative investments.

Marianne Loew is a CFA® charterholder with three years of industry experience. She is currently with R M Davis Inc and has previously worked at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R M Davis Inc provides investment management, wealth planning, and trustee services to a diverse client base including individuals, families, pension plans, trusts, corporations, and governmental entities. The firm manages accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers specialized services such as personal affairs management to its investment clients.