David Mcnamee is a CFP® and Series 65-licensed advisor with 26 years of industry experience. He has worked at CLM Capital Management for 18 years and has been affiliated with Partners Bank since 1990, where he serves as a director. Outside of his advisory role, Mcnamee is an independent accountant and treasurer for the Community Baptist Church in North Waterboro, Maine. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm provides asset management, financial planning, pension consulting, and estate-planning facilitation through a multi-advisor team with ongoing account supervision and uses a range of investment strategies including individual securities, ETFs, mutual funds, and private securities.

Edward Miller is a CFA® charterholder with nine years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. His prior roles include positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $464 million in assets and offers tailored portfolio management with ongoing supervision through a multi-advisor team.

James Buckham is a CFA® charterholder with 13 years of industry experience and holds a Series 63 license. He has worked at Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, institutional clients, investment companies, and insurance companies. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Peter Waitkun is a financial advisor at Arca Wealth, LLC with five years of industry experience. He holds the Series 63, 65, and 66 securities designations. His prior work history includes roles at Granite Bay Wealth Management, All Star Charts Research, Congruity/Procurri, John Hancock Funds LLC, and Fidelity Investments. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers asset management, financial planning, and retirement plan consulting using a client-centered process that builds customized allocations across multiple investment approaches.

David Smith is a CFP® professional with 21 years of industry experience. He has been with Robinson Smith Wealth Advisors, LLC since 2013, where he is part of a five-advisor team based in Portsmouth, NH. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm offers investment management, financial planning, consulting, and advisor-selection services, managing approximately $445 million in assets with a broad implementation approach that includes model portfolios, Independent Managers, and ESG criteria for interested clients.

Dinon Hughes is a CFP® professional with four years of industry experience, currently affiliated with Nvest Financial, LLC and Purshe Kaplan Sterling Investments. He has worked at firms including Merrill Lynch and Commonwealth Financial Network. Hughes serves on the boards of Operation Love from Home and the York Rotary Club, where he also assists as assistant treasurer. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning, constructing customized long-term portfolios using diversified mutual funds, ETFs, and individual securities guided by fundamental and technical analysis.

Alex Nikulin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He began his career with Fidelity in 2007, progressing through various positions including client management, retirement solutions, and high net worth services. Prior to joining Fidelity, he worked as a commodities broker at James Mound Trading Group from 2006 to 2007. As a Certified Financial Planner, Alex focuses on developing comprehensive financial plans tailored to each client's unique financial situation. He maintains regular contact with clients throughout the year to monitor changes in their circumstances and provide updates on market conditions. Alex holds a California Insurance License. Outside of his professional work, Alex has interests in biking, fitness, hiking, photography, running, and snowboarding.

Alison Pyott is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Veris Wealth Partners, LLC since 2007. She holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Brian Carolan is a CFA® charterholder with 20 years of experience in the financial industry. He is a wealth advisor at CMH Wealth Management, LLC, where he has worked since 2009. Outside of his advisory role, Carolan serves as treasurer for the Boy Scouts of America Daniel Webster Council Troop 158 and is a board member and treasurer of the Seacoast Mental Health Center. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, and various organizations. The firm uses a disciplined investment process involving both qualitative and quantitative analysis to construct tailored portfolios and maintains an active Investment Committee to guide strategic decisions.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Eaton Vance Management and Vestmark, Inc. Schrier currently serves as Director of Institutional Sales at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, mutual funds, an exchange-traded fund, and private pooled vehicles.

Kian Pashapour Nikoo is a financial advisor at Nvest Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Nvest Financial, he worked at Paul McCoy Financial Office Services and has professional experience at Bentley University and Workato. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on customized, generally long-term portfolios using diversified mutual funds, ETFs, and individual securities, employing a range of analytical approaches and maintaining ongoing portfolio monitoring and client reviews.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65-licensed financial advisor with 25 years of experience at David Wendell Associates, Inc., where she has worked since 1995. The firm is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. David Wendell Associates emphasizes long-term equity ownership and selective fixed-income investments, using fundamental analysis, proprietary statistical screening, and customized portfolios reviewed quarterly. The firm manages approximately $1.34 billion in assets across five advisors and maintains ongoing consulting relationships with institutional clients.

Hunter Lord is a financial advisor at Essential Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valmark Advisers, Inc., Valmark Financial Group, Purshe Kaplan Sterling Investments, Inc., and Rothgard Financial Partners. Hunter also has experience outside finance, having worked at Social Brew Cafe. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, with approximately $524 million in assets under management as of December 2025. The firm employs a strategic asset allocation approach using a core-and-satellite structure that combines passive index and ETF exposures with selective active management, focusing on globally diversified portfolios.

James Wiegel is a financial advisor with Wellesley Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Foreside Fund Services, LLC and Northern Lights Distributors, LLC. Outside of his advisory work, he serves as Vice President of Finance for the Massachusetts Air and Space Museum and holds finance or leadership roles in several nonprofit organizations including the Military Historical Society of Massachusetts and the Ancient & Honorable Artillery Company of Massachusetts. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute‑return strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently an investment advisor representative at the Ontario Securities Commission and has been with SeaCrest Wealth Management, LLC since 2012. Approximately half of his professional time is spent in his role at the Ontario Securities Commission. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and variable annuities consulting.

Thomas Burleigh is a CFP® professional with seven years of experience in financial advising. He is currently with F.L. Putnam Investment Management Co. and previously worked at CMH Wealth Management, LLC and Longfellow Investment Management Company. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework using both internally managed and third-party strategies across multiple asset classes, with particular offerings such as Optimized Indexing and tax-aware fixed income strategies.

Daosith Lemay is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for Financial Focus, Inc. for 11 years. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and religious organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed strategies and third-party managers, notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire, LLC.

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.

Marilyn Rios is a financial advisor at Dakota Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Dakota Wealth since 2017, including time at the firm before its rebranding from Oakmont Partners, LLC, as well as previous roles at LPL Financial and Genery Wealth Management. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and sub-advising a registered ETF.