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.

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.

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 and holds a Series 63 license with seven years of industry experience. He has worked at R.M. Davis Inc. since 2020 and has prior experience with People's United Advisors, Camden National Wealth Management, and Key Investment Services. R.M. Davis, Inc. is an independent, SEC-registered investment adviser offering investment management, financial planning, and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm uses a long-term, discipline-oriented approach with customized asset allocations incorporating equities, fixed income, mutual funds, and ETFs.

Kenneth Gimbel is a financial advisor at Stratos Wealth Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIBC Private Wealth Advisors, AT Investment Advisers Inc., and Geneva Investment Management of Chicago. Outside of his advisory role, he serves as president of the Cabot Cove Condo Association, a hotel in Kennebunkport, ME. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Michael Wood is a CFA® charterholder with 25 years of experience in the financial services industry. He has been with R.M. Davis, Inc. since 2013 and previously worked at CMH Wealth Management, LLC and RAM Trust Services Inc. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm manages approximately $8.15 billion in client assets and employs a long-term, discipline-oriented investment approach emphasizing customized asset allocations across equities, fixed income, mutual funds, and ETFs.

Matthew Mcfarland is a financial advisor at R.M. Davis, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including People's Securities, Inc., Chittenden Securities, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. since beginning his career in 2003. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm employs a disciplined, long-term investment approach with customized asset allocations and offers comprehensive wealth management services, including trustee and trust administration roles.

Paul Klinges is a financial advisor at Berger Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Harvest Asset Group, LLC. Before entering the financial industry, he was involved with Charleston Sailing School for four years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm delivers investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee and provides services including discretionary wealth management, comprehensive financial and retirement planning, and income tax planning.

Dana Mitiguy is a CFA® charterholder with 24 years of industry experience. She has been with R.M. Davis, Inc. since 2000. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, families, trusts, pension plans, corporations, and governmental entities. The firm provides customized asset allocation and wealth management services with an emphasis on long-term, discipline-oriented investment strategies and incorporates AI tools alongside traditional research.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 1991. He holds a Series 63 license and is based in Portland, Maine. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations, endowments, and family offices. The firm employs a team-based investment approach, combining internally managed strategies and third-party managers across multiple asset classes, and offers various advisory and management services tailored to client objectives.

Vincent Damasco is a CFA® charterholder based in Portland, ME, with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011, following a brief tenure at The Colony Group, LLC. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of year-end 2025. The firm serves a diverse clientele including individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management and wealth planning with a focus on long-term, disciplined strategies.

Dean Walker is a financial advisor with R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation and bringing 10 years of industry experience. He has been with R.M. Davis, Inc. since 2001. Outside of advising, he serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 31, 2025. The firm offers customized investment management and wealth planning services to individuals, families, trusts, pension plans, corporations, and governmental entities, emphasizing a long-term, discipline-oriented investment philosophy.

Wendy Laidlaw is a financial advisor with 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. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 2025. The firm provides investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, employing a long-term, discipline-oriented investment approach with customized asset allocations across equities, fixed-income securities, mutual funds, and ETFs.

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 credentialed advisor with R.M. Davis, Inc. in Portland, Maine, where he has worked since 2002. He has two years of industry experience. Outside of his advisory role, he owns and operates Aquamation Services of Maine, a pet cremation service. R.M. Davis, Inc. is an independent, SEC-registered 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 and wealth planning with a focus on long-term, disciplined strategies.

Geoffrey Alexander is a Series 65 licensed financial advisor at R.M. Davis, Inc. in Portland, Maine, with 24 years of industry experience. He has been with R.M. Davis since 1997. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing customized investment management, financial planning, and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm emphasizes a long-term, discipline-oriented investment philosophy and is notable for its work with municipal clients and trustee roles.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Motley Fool Wealth Management, Fidelity Brokerage Services, and other financial and business-related firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion across a 33-advisor team, offering discretionary investment management and comprehensive financial planning with a focus on diversified, tax-aware portfolios and a primarily long-term investment approach.

George Carr is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation with 11 years of industry experience. He has been with R.M. Davis, Inc. since 2015 and previously worked at Old North Advisors, LLC and Federal Street Advisors Inc in 2015. 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 emphasizes a long-term, disciplined investment approach with customized asset allocations across equities and fixed income, and offers a broad range of wealth management services including trustee and trust administration.

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.