Andrew Walker is a financial advisor at Guidance Point Advisors, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 21 years of industry experience. He is also president and sole shareholder of Acacia Associates Inc., where he provides retirement plan design and consulting services to small and mid-size organizations. Walker has been with Guidance Point Advisors since 2013 and has experience with several other firms dating back to 2002. Guidance Point Advisors, LLC manages approximately $558 million for over 250 clients, including individuals, corporations, and unincorporated associations. The firm focuses on diversified, asset-allocated portfolios tailored to client objectives and risk tolerance, utilizing mutual funds, ETFs, and multiple third-party platforms for discretionary and non-discretionary management.

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 CFP® with seven years of industry experience, currently serving as an advisor at Penobscot Financial Advisors since 2022. Prior to joining Penobscot, she worked at Coats Financial Planning for four years and held roles at Northwestern Mutual and Axly in 2017. Penobscot Financial Advisors is an SEC-registered firm that provides wealth management, discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental, technical, cyclical, behavioral, and charting analyses to create customized, long-term portfolios and operates its own wrap-fee program with integrated advisory and transaction costs.

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 two years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Freshaire Sensor LLC for eight years. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals, their trusts, IRAs, donor-advised funds, and private foundations. The firm employs an investment approach centered on asset allocation and diversification, utilizing ETFs and select individual securities, and offers discretionary portfolio management alongside support services such as account onboarding and cash-flow forecasting.

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.

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 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.

Garrett Duchesne is a CFP® professional with eight years of industry experience, currently with ValMark Advisers, Inc. He has previously worked at firms including Fidelity Investments, Morgan Stanley, and UBS Financial Services. He serves on the board of directors for The Kids First Center, a nonprofit organization in Scarborough, Maine. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

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.

Robert Clark is a financial advisor at SeaCrest Wealth Management, LLC with 54 years of industry experience. He holds a Series 63 designation and has been with SeaCrest since 2015. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a long-term, customized approach that incorporates fundamental and technical analysis, with an emphasis on both discretionary and non-discretionary strategies.

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.