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 CFP® with seven years of industry experience, currently serving as a financial advisor at Penobscot Financial Advisors in Portland, ME. She has worked with Penobscot since 2022 and previously held roles at Coats Financial Planning, Northwestern Mutual, Axly, and Project Social / Cherrystones. Penobscot Financial Advisors is an SEC-registered firm managing approximately $544 million in discretionary assets for 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, long-term portfolios and offers comprehensive wealth management and financial planning services.

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® and CIC credentialed advisor with 23 years of industry experience. He has worked at R.M. Davis, Inc. since 1989. R.M. Davis, Inc. provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, pension and profit‑sharing plans, trusts, corporations, charitable organizations, and government entities. The firm manages accounts on a discretionary, long‑term, diversified basis and offers trustee and personal affairs management services exclusively to its investment clients.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Simmons also operates Simmons Financial, a financial services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles.

Keith Fosler is a financial advisor with Kovack Advisors, Inc. in Portland, ME, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2014. Fosler also serves as president of Waypoint Financial, a financial services and investment management business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions across the U.S. The firm emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, while offering discretionary and non-discretionary management, third-party manager recommendations, and financial planning services.

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 with seven years of industry experience. He is currently with R M Davis Inc in Portland, ME, where he has worked since 2020. His prior experience includes roles at People's United Advisors, Camden National Wealth Management, and KeyBank. R M Davis Inc offers investment management, wealth planning, and trustee services to a diverse client base, including individuals, institutions, and government entities. The firm manages portfolios primarily on a discretionary, long-term basis with a focus on diversified equities and fixed income, supported by an in-house research team and a multi-advisor platform.

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 industry experience, currently serving as an advisor at R.M. Davis, Inc. since 2013. Based in Portland, ME, he holds a Series 63 license and works within a multi-advisor team of 22 professionals. R.M. Davis, Inc. provides investment management, financial planning, trustee and trust administration, and personal affairs management to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs a long-term, buy-and-hold investment approach with tailored asset allocations and incorporates AI tools as research accelerators, while maintaining specific expertise in serving municipalities and providing trustee services.

Robert Clark is a financial advisor with Seacrest Wealth Management, LLC, holding a Series 63 designation and bringing 54 years of industry experience. He has been with Seacrest Wealth Management since 2015. Seacrest Wealth Management is a multi-advisor SEC-registered firm that offers comprehensive wealth management, portfolio 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 both fundamental and technical analysis and manages approximately $1.56 billion in assets across about 1,700 clients.

Matthew Mcfarland is a financial advisor with R. M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with R. M. Davis since 2013. R. M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee, trust administration, and personal affairs management services exclusively to its investment management clients.

Paul Klinges is a financial advisor at Berger Financial Group with a Series 65 designation and three years of industry experience. He has previously worked with Harvest Asset Group, LLC and spent four years at Charleston Sailing School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans, offering discretionary wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom. The firm employs proprietary long-term investment strategies developed by an Investment Committee and manages portfolios using a range of securities on a primarily discretionary basis with regular client reviews.

Dana Mitiguy is a CFA® charterholder with 23 years of industry experience, currently serving at R.M. Davis, Inc. since 2000. Based in Portland, ME, Mitiguy has been with the firm for over two decades. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs management services exclusively to its investment management clients.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. in Portland, Maine. He has been with the firm since 1991, accumulating 35 years of tenure. F.L. Putnam serves a wide range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework across equities, fixed income, and alternative assets, and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, which provides trust and custody services.