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.

Derek Jaskulski is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Portland Global Advisors since 1995. Portland Global Advisors LLC provides discretionary portfolio management and non-discretionary consulting services primarily to high-net-worth and individual clients, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset-allocation strategies aligned with clients’ goals and uses in-house research along with a variety of securities to implement these strategies.

John Piper is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he provides fixed insurance advice to clients as a registered representative. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses with discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm uses a variety of investment strategies and third-party platforms to tailor client portfolios and offers stand-alone or bundled financial planning and business transition services.

Micah Davis Johnson is a CFA® charterholder with eight years of industry experience. He has worked at Aries Wealth Management, LLC since 2021 and previously was employed at Vigilant Capital Management, LLC and Cribstone Capital Management. Johnson is also a Certified Public Accountant and provides tax preparation and accounting services outside of his financial advisory role. Aries Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering asset management, portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis across various investment strategies and maintains tailored, ongoing account supervision.

Andrew Walker is a financial advisor at Guidance Point Retirement Services, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Guidance Point Advisors, LLC since 2013 and Guidance Point Retirement Services, LLC since 2012. In addition, he is the president and sole shareholder of Acacia Associates Inc., where he provides retirement plan design and management consulting services to small and mid-size organizations. Guidance Point Retirement Services, LLC specializes in investment advisory and fiduciary services for retirement plan sponsors and plan-level clients, focusing on long-term, broadly diversified portfolios primarily using mutual funds and ETFs. The firm offers structured fiduciary governance programs and serves institutional retirement-plan consulting needs rather than individual retail clients.

John Sullivan is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Portland Global Advisors since 1994. Portland Global Advisors LLC provides discretionary portfolio management and non-discretionary consulting services primarily to high-net-worth and individual clients, including trusts, IRAs, and donor-advised funds. The firm emphasizes customized asset-allocation strategies aligned with clients’ investment goals, tax and estate planning, and philanthropic objectives, using in-house research and a range of investment vehicles such as cash, ETFs, ADRs, individual equities, and fixed-income securities.

Elizabeth Mc Kay is a Certified Financial Planner™ with seven years of industry experience. She is currently with Penobscot Financial Advisors, where she has worked since 2022, and also maintains a role at Coats Financial Planning since 2018. Her prior experience includes positions at Northwestern Mutual and Axly. Penobscot Financial Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a blend of fundamental, technical, cyclical, behavioral, and charting analysis to create customized, typically long-term portfolios, offering comprehensive wealth management and financial planning services through a team of eight advisors.

Anna Mc Kersie is a financial advisor at Portland Global Advisors LLC with a Series 65 credential. She has one year of industry experience and previously worked at Stone Coast Fund Services for five years, along with roles at J.Crew, Kingsley Pines Camp, Bates College, and WEX. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification, using a combination of ETFs and selected individual securities, and offers portfolio management alongside philanthropic and coordination services.

Wyatt Andreoli is a financial advisor at Great Diamond Partners, LLC with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Santander Securities LLC, and Mass Mutual. Great Diamond Partners serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and business transition planning, using a combination of modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies.

Matthew Hanson is a financial advisor at Portland Global Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. Prior to his current role, he spent eight years at Freshaire Sensor LLC. Portland Global Advisors offers wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification, managing portfolios with a combination of ETFs and selected individual securities, and provides discretionary portfolio management along with support services such as cash-flow forecasting and coordination with outside professionals.

Brian Noyes is a CFA®, CIC, and Series 63-licensed advisor with 24 years of industry experience. He has been with R.M. Davis, Inc. since 1989. Based in Portland, ME, he is part of a 22-advisor team at the firm. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and some governmental entities. The firm manages approximately $8.15 billion in client assets and employs a long-term, disciplined investment approach across equities, fixed income, mutual funds, and ETFs, with a notable focus on municipal clients and trustee services.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2022, following prior roles at Securities America Advisors and Investacorp Inc. Simmons also operates Simmons Financial, her own financial services business in Gray, ME. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally developed and third-party investment models.

Keith Fosler is a financial advisor at Kovack Advisors, Inc. in Portland, ME, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kovack Advisors since 2014, following prior roles at Cantella & Co., Inc. and Wells Fargo Clearing. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal entities, utilizing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Matthew Arey is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark Advisers since 2017. Outside of his advisory role, Arey serves as an assistant swim coach at Cheverus High School and is a member of the Portland Regional Chamber of Commerce Finance Committee. He is also a partner at Lebel & Harriman, LP & LLP, where he oversees fiduciary service practices and client acquisition strategies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

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.

Joshua Medeiros is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation. He has been with ValMark since 2026 and previously worked at Lebel & Harriman Retirement Advisors. His background includes experience in various roles outside of finance, including work at Flaherty's Family Farm and Quinn's Installation Contractors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Michael Neff is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He is currently with R.M. Davis Inc, where he has worked since 2020. His prior experience includes roles at People's United Advisors, People's United Bank, Camden National Wealth Management, Key Investment Services LLC, and KeyBank. R.M. Davis Inc is an independent, employee-owned investment adviser managing approximately $8.15 billion in client assets. The firm serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management, financial planning, trustee and trust administration, and personal affairs management. The firm emphasizes a long-term, discipline-oriented investment philosophy and incorporates AI tools under human oversight within its research process.