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. He holds Series 65 and Series 63 licenses and has 21 years of industry experience. His prior work includes long-term roles at H&R Block and Taxbridge Financial Group, where he serves as a master tax advisor and enrolled agent focusing on tax return preparation for individuals. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base that includes individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

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.

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.

Avard Dow Jr. is a Series 63 licensed financial advisor with Bolton Securities Corporation, bringing 56 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2006, serving as a Senior Financial Advisor and Portfolio Manager. Outside of his advisory role, he owns a rental property managed as a personal activity. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that tailors portfolios to client goals using a range of investment vehicles with a generally long-term orientation.

Justin Coffin is a CFP® with 10 years of industry experience, currently affiliated with Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments. His prior experience includes a five-year tenure at UBS Financial Services, Inc. Outside of his advisory roles, he serves as Treasurer and Board Member for Maine Coast Waldorf School and the Chocolate Church Arts Center, and is a board member of the Cumberland Bar Association. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of financial planning, portfolio management, and consulting services across multiple asset classes, including ESG and alternative investments.

Micheline Romano is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with ValMark Advisers since 2004 and is also associated with Lebel & Harriman, where she provides financial planning and investment advice. Romano serves as Treasurer for the Scarborough Education Foundation in Scarborough, ME. 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 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms such as ACCESS and Charles Schwab managed accounts.

Philip Harriman is a ChFC®-designated advisor with 46 years of industry experience, currently with ValMark Advisers, Inc. since 2003. His career includes long-term roles at New England Life and Lebel & Harriman of Maine, where he has been active since 1978. He serves as a director of Husson University and hosts a monthly radio show, Inside Maine with Phil Harriman. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, integrating mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic review.

Richard Benoit is a financial advisor with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Bolton Global Capital and Bolton Global Asset Management since 2011 and currently serves as Vice President of Finance and Corporate Development at Dow Software, LLC. Outside of finance, he owns and manages the Red Barn Saloon, a live music venue with an associated online store. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized wealth management using a range of investment vehicles, emphasizing a primarily long-term approach while incorporating various trading strategies.

Stephen Schaeffer is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Hilltop Securities Independent Network Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of services such as investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, leveraging third-party managers and integrated platforms for investment delivery and account management.

Jessie Tierney is a CFP® and Series 65 licensed advisor at F.L. Putnam Investment Management Co. with seven years of industry experience. She has worked at F.L. Putnam since 2004. F.L. Putnam serves a diverse client base including individuals, institutions, and family offices, providing customized investment management and advisory services through a team-based approach. The firm combines macroeconomic and security-level analysis across a range of asset classes and offers specialized strategies such as sustainable investing and tax-aware rebalancing.

Kurtis Petersons is a financial advisor at R.M. Davis, Inc. with one year of industry experience. He previously worked at Saola Capital for seven years before joining his current firm. Outside of his advisory role, he is a partner and owner of Ocean Ox Management LLC, a property management business focused on office condo suites. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, municipalities, and other governmental entities. The firm offers customized asset allocation with a long-term, disciplined investment philosophy and provides comprehensive wealth management services including trustee and trust administration.

Eric Lusk is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Bolton Securities Corporation and Bolton Global Capital since 2014. Outside of his advisory work, he hosts a local radio show in Portland, Maine, where he discusses investment-related topics. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers and wrap-fee platforms.

Isabelle Dow is a financial advisor at Bolton Securities Corporation with three years of industry experience. She holds the Series 66 designation and has worked with Bolton Global Asset Management since 2023. Her prior roles include positions at Dow Capital Management and various educational institutions. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is IAR-driven, focusing on tailored portfolios with a long-term orientation that utilize mutual funds, ETFs, equities, and fixed-income securities.

Connor Leonard is a financial advisor at ValMark Advisers, Inc. with a Series 66 designation and three years of experience in the industry. His prior work includes roles at Lebel & Harriman, LLP, Quotient Technology, and The Reynolds & Reynolds Company, as well as four years in full-time education. 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 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Nathan Moody is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has seven years of industry experience. Moody is also a partner and retirement plan advisor at Lebel & Harriman, LLP, where he has worked for ten years. He serves on the Board of Directors for the Healthcare Purchaser Alliance of Maine and is a member of the Maine Retirement Savings Board. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based, diversified investment approach primarily through mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives.

Kevin Manning is a Series 65-credentialed financial advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has four years of industry experience. 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 offers customized asset allocation and wealth management services, with a long-term, disciplined investment approach and notable involvement in municipal and trust advisory roles.

John Doughty is a financial advisor at R.M. Davis, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with R.M. Davis since 2002. 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 serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized asset allocations with a focus on long-term, disciplined investment strategies and comprehensive wealth management services including trustee and trust administration roles.

Madeline Rheaume is a Series 65 licensed advisor at Bolton Securities Corporation with one year of industry experience. She has worked with Dow Family Office Advisory, LLC since 2026 and is also involved with Dow Software, LLC, where she provides administrative support related to sales, marketing, development, and client relations. Outside of her advisory role, she freelances in creative fields including photography, design, and marketing. Bolton Global Asset Management serves individual, corporate, and institutional clients, offering customized asset management and financial planning through a network of independent adviser representatives. The firm employs a mix of internal and third-party managers, focusing on long-term investment strategies with a range of portfolio management approaches.