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.

Vincent Damasco is a CFA® charterholder with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011. R.M. Davis, Inc. provides investment management, financial planning, trust administration, and personal affairs management services to individuals, families, pensions, trusts, corporations, and governmental entities. The firm employs a long-term, buy-and-hold investment approach across diversified asset classes and serves a notable municipal and governmental client base.

Dean Walker is a financial advisor at R.M. Davis Inc in Portland, ME, holding a Series 65 credential with nine years of industry experience. He has been with R.M. Davis since 2001. Outside of his advisory role, Walker serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis provides investment management, portfolio consulting, and wealth management services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages accounts on a discretionary, long-term basis using diversified strategies and offers trustee and personal affairs services exclusive to its investment clients.

Wendy Laidlaw is a financial advisor at 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. offers investment management, consulting, 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 approach and serves a notable client base that includes municipalities and other governmental clients.

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 financial advisor at R M Davis Inc with one year of industry experience. He holds the Series 65 designation and has been with R.M. Davis, Inc. since 2002 in other capacities. Outside of his advisory role, Mr. Blackburn owns and operates Aquamation Services of Maine, LLC, a pet cremation business. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis with a focus on large- and mid-cap equities and laddered bond maturities, and it offers trustee and personal affairs services to its investment management clients.

Geoffrey Alexander is a Series 65-licensed financial advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 1997, accumulating 23 years of industry experience. He is part of a multi-advisor team at a firm known for its independent ownership and comprehensive wealth management services. R.M. Davis provides investment management, portfolio consulting, financial planning, and trustee services to a diverse client base including individuals, families, institutions, and governmental entities. The firm emphasizes long-term, diversified portfolio strategies and offers tailored solutions supported by an in-house research team.

Bruce Macomber is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Altitude Capital Management since 2024 and previously spent four years at Brookstone Wealth Advisors, LLC. Macomber is also the owner of Campbell Asset Management, where he devotes time to insurance sales. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an investment approach that aligns with client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

George Carr is a Series 65-licensed financial advisor with R M Davis Inc in Portland, ME, where he has worked since 2015. He has 11 years of industry experience. R.M. Davis provides investment management, portfolio consulting, 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 basis with a focus on diversified portfolios and offers trustee, trust administration, and personal affairs management services to its investment management clients.

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.