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.

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 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.

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.

Mark Morrison is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Ameriprise and Edward Jones, and operated his own consulting business, Sage Solutions, for 12 years. In addition to his advisory role, he serves as an elected town councilor in Windham, ME, and is a notary for wedding ceremonies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and credit card options.

Robert Murray is a financial advisor with B. Riley Wealth Advisors, Inc. in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and has simultaneous experience as a Master Tax Advisor and Enrolled Agent at H&R Block since 2006, where he provides seasonal tax return preparation for individuals. B. Riley Wealth Advisors serves a diverse client base including individual, pension, trust, charitable, and corporate clients, offering multiple investment programs and financial planning services. The firm manages approximately $4.21 billion in assets through a team of about 173 advisors.