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® with seven years of industry experience at F.L. Putnam Investment Management Co. in Portland, ME. She has been with the firm since 2004, contributing to its multi-team advisory services. F.L. Putnam serves a diverse client base including individual, high-net-worth, and institutional clients such as foundations and endowments. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes, employing strategic asset allocation with tactical flexibility.

Kurtis Petersons is a financial advisor at R.M. Davis, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Saola Capital for seven years. Outside of his advisory role, he is a partner in Ocean Ox Management LLC, a property management business. R.M. Davis, Inc. provides investment management, financial planning, and trustee services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs tailored asset allocations with a long-term, buy-and-hold strategy and serves a diverse client base including municipalities.

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.

Kevin Manning is a Series 65 licensed advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has three years of industry experience. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base that includes individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term basis with diversified strategies and offers trustee and personal affairs management services exclusively to its investment clients.

John Doughty is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with R.M. Davis since 2002. 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, charities, and government entities. The firm emphasizes discretionary, long-term, diversified portfolios with a focus on large- and mid-cap equities and laddered bond maturities, and is known for its independent ownership and comprehensive trustee and personal affairs services.

Matthew Fischer is a financial advisor at F L Putnam Investment Management Co. in Portland, ME. He holds Series 65 and Series 66 licenses and has two years of industry experience. Prior to joining F L Putnam, he worked at Charles Schwab Bank SSB and spent over a decade at Mabels Lobster Claw. F L Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework with both internal and third-party managers and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, LLC.

Gregory Cox is a CFP® professional with R M Davis Inc in Portland, ME. He has been with R M Davis since 2021 and has prior experience at Key Bank from 2010 to 2020. 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 governmental 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.

John Leonard is a CFP® with nine years of industry experience, currently serving as a financial advisor at R.M. Davis, Inc. He previously worked at Spinnaker Trust and JPMorgan Chase Bank. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and government entities. The firm manages accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs services to its investment clients.

Timothy Acquaviva is a CFA® charterholder with three years of industry experience. He has worked at R.M. Davis, Inc. since 2022 and previously spent 11 years at Wellington Management Company, LLP. R.M. Davis, Inc. is a multi-advisor firm that provides investment management, portfolio consulting, and financial planning to individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers trustee and personal affairs management services to its investment clients.

Edward Smith is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He currently works at R.M. Davis, Inc. and has previously held positions at Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, The Colony Group, and Eaton Vance. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and governmental entities. The firm manages most accounts on a discretionary, long-term, diversified basis, emphasizing large- and mid-cap equities and laddered bond maturities, and offers trustee and personal affairs management services to its investment management clients.

Andrew Livingston is a CFP® and CFA® serving as an advisor at R M Davis Inc with three years of industry experience. Prior to joining R M Davis Inc, he worked at Camden National Bank and Key Private Bank. 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 emphasizes tailored, long-term asset allocations with a focus on large and mid-cap equities and laddered fixed-income portfolios, and it is noted for serving municipalities and acting as trustees for clients.

Jill Hibyan is a CFP® professional at F.L. Putnam Investment Management Co. in Portland, ME, with seven years of industry experience. She previously worked at R.M. Davis, Inc. and US Trust Bank of America, with a combined 19 years of prior experience before joining her current firm. F.L. Putnam serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment management and advisory services. The firm utilizes customized portfolios with both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical flexibility.

James Leblond is a financial advisor with LPL Financial in Saco, ME, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and operates Northeast Planning Associates, Inc., a registered investment advisor. Outside of his advisory work, he is involved in an eSports gaming league under the name Fluffy Kitty Ninjas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Timothy Malisa is a Series 65-licensed advisor at R M Davis Inc with three years of industry experience. He previously worked at Spinnaker Trust for eleven years. Outside of his advisory role, Mr. Malisa is a partner in Nedrow Holdings LLC, where he is involved in sourcing and managing certain real estate investment opportunities. R M Davis Inc provides investment management, portfolio consulting, wealth management, and financial planning services to a broad range of clients, including individuals, families, pension plans, trusts, corporations, charitable organizations, and municipalities. 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.

Gregory Crupi is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrive Financial, AlphaStar Capital Management, Assurance Group, and Bankers Life. In addition to his advisory role, he is an owner and insurance agent at Thrive Financial, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through a network of Investment Advisor Representatives and third-party money managers, using a primarily non-discretionary model that includes fundamental, technical, and cyclical portfolio analysis.

Robert Davis is a CFP® professional with 12 years of industry experience. He has worked at R.M. Davis since 2017 and previously at HM Payson & Co from 2013 to 2017. 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 governmental 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.

Derek Huot is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Northern Alliance Financial and operated his own financial services business. Outside of advising, he is also an independent insurance agent, providing fixed annuity and life insurance solutions. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management utilizing model portfolios, a mix of fundamental, technical, and cyclical analysis, and third-party sub-advisers to tailor its investment approach.

William Gabrielsen II is a financial advisor at Compass Financial Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allianz Life Insurance Company of North America and Key Investment Services LLC. Outside of investment advisory, he is involved in estate and tax planning services through roles with Intellivisor Estate and Intellivisor Tax. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies using equities, fixed income, mutual funds, ETFs, and utilizes both third-party managers and internally managed model portfolios.

Gregory Costantino is a financial advisor at Winthrop Wealth with 19 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. His career includes roles at Winthrop Advisory Group LLC since 2018, Financial Planning Strategies LLC since 2015, where he is also Managing Director, and LPL Financial from 2014 to 2024. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutions, offering integrated Private Wealth Management with a long-term, prudent investment approach overseen by an Investment Committee. The firm combines internally managed strategies, third-party managers, and sub-advisers, providing tailored services for retirement plans and institutional accounts.