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.

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.

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.

Matthew Fischer is a financial advisor with F L Putnam Investment Management Co. in Portland, ME, holding Series 65 and Series 66 licenses and having two years of industry experience. His prior work includes three years at Charles Schwab Bank SSB and eleven years at Mabels Lobster Claw. F L Putnam serves individual investors, families, and institutional clients, offering a range of investment management, financial planning, and advisory services. The firm employs a team-based approach, customizing strategies using both internal and third-party managers across various asset classes, and incorporates tax-aware rebalancing and sustainable investing options.

Gregory Cox is a CFP® professional with over 12 years of experience in the financial industry, currently serving as an advisor at R M Davis Inc since 2021. Prior to joining R M Davis Inc, he worked at Key Bank for a decade. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing 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 investment approach with customized asset allocations and emphasizes operational governance and risk management.

John Leonard IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at R.M. Davis, Inc. He has previously worked at Spinnaker Trust and J.P. Morgan Chase Bank. 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 comprehensive wealth services to individuals, high-net-worth families, trusts, pension plans, corporations, and municipal entities, emphasizing a disciplined, long-term investment philosophy with a focus on governance and operational risk management.

Edward Smith is a CFP® and holds a Series 66 license, with eight years of experience in the financial services industry. He has worked at firms including Morgan Stanley Smith Barney LLC, Bank of America, Merrill, The Colony Group, and Eaton Vance Management prior to joining R.M. Davis, Inc. in 2024. R.M. Davis, Inc. is an independent, SEC-registered investment adviser offering investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm employs a long-term, discipline-oriented investment approach with customized asset allocations and manages roughly $8.15 billion in client assets.

Andrew Livingston is a CFP® and CFA® with three years of industry experience. He is currently an advisor at R M Davis Inc and previously worked at Camden National Bank and Key Private Bank. R M Davis Inc is an independent, SEC-registered investment adviser that serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm focuses on customized asset allocations and a disciplined, long-term investment philosophy, managing approximately $8.15 billion in client assets as of year-end 2025.

Jill Hibyan is a CFP® professional with seven years of industry experience. She is currently with F.L. Putnam Investment Management Co., where she has worked since 2022. Her prior experience includes roles at R.M. Davis, Inc. and US Trust Bank of America. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach that combines internally managed strategies and third-party managers, incorporating sustainable investing options and tax-aware rebalancing.

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 financial advisor with R M Davis Inc in Portland, Maine, holding a Series 65 designation and bringing four years of industry experience. Prior to joining R M Davis in 2022, he spent eleven years at Spinnaker Trust. Outside of his advisory role, Mr. Malisa is a partner in Nedrow Holdings LLC, an investment-related company involved in sourcing and managing certain real estate investment opportunities. 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 comprehensive wealth management services, emphasizing a long-term, discipline-oriented investment philosophy with an operational focus on governance and risk management.

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 at R M Davis Inc with 12 years of industry experience. He worked at HM Payson & Co for four years before joining R M Davis in 2017. 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 offers customized asset allocations across equities, fixed income, mutual funds, and ETFs, emphasizing a long-term, discipline-oriented philosophy and providing services that include trustee and trust administration as well as personal affairs management.

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 LPL Financial, LLC. Gabrielsen is also involved in estate and tax planning through his roles in related businesses outside of investment management. 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 multi-advisor approach with strategies that include equities, fixed income, and model portfolios, and manages approximately $894 million in client assets.

Gregory Costantino is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with Winthrop Wealth and has held roles at Winthrop Advisory Group LLC, Financial Planning Strategies LLC, LPL Financial, Choreo, LLC, and Caturano Wealth Management, LLC. He also serves as Managing Director at Financial Planning Strategies LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-based investment approach that combines in-house management with third-party sub-advisers.

Scott Mazuzan is a CFP® professional with 11 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2016. He previously worked at Gather Financial Planning in 2015. F.L. Putnam serves a diverse client base including individuals, families, and institutional investors such as foundations and family offices. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

Benjamin O'Connor is a financial advisor at F.L. Putnam Investment Management Co. in Portland, ME, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Securities LLC, UBS Financial Services, Jefferies LLC, and J.P. Morgan Securities. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management and advisory services using a team-based approach across equities, fixed income, and alternative investments. The firm integrates macroeconomic and security-level research and employs both internally managed strategies and third-party managers.

Steven Ladd is a financial advisor with Wealthcare Capital Management LLC in Kennebunk, ME, holding a Series 65 designation and 21 years of industry experience. He has worked at Wealthcare Capital Management since 2003 and also serves as president of UPTIQ, a consulting business for companies and their owners that he founded in 2000. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented with alternative investments and specialty platforms.