Michael Neff is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has worked at R.M. Davis Inc. since 2020 and has prior experience with People's United Advisors, Camden National Wealth Management, and Key Investment Services. R.M. Davis, Inc. is an independent, SEC-registered investment adviser offering 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 approach with customized asset allocations incorporating equities, fixed income, mutual funds, and ETFs.

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 experience in the financial services industry. He has been with R.M. Davis, Inc. since 2013 and previously worked at CMH Wealth Management, LLC and RAM Trust Services Inc. 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 manages approximately $8.15 billion in client assets and employs a long-term, discipline-oriented investment approach emphasizing customized asset allocations across equities, fixed income, mutual funds, and ETFs.

Robert Clark is a financial advisor at SeaCrest Wealth Management, LLC with 54 years of industry experience. He holds a Series 63 designation and has been with SeaCrest since 2015. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a long-term, customized approach that incorporates fundamental and technical analysis, with an emphasis on both discretionary and non-discretionary strategies.

Matthew Mcfarland is a financial advisor at R.M. Davis, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including People's Securities, Inc., Chittenden Securities, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. since beginning his career in 2003. 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 employs a disciplined, long-term investment approach with customized asset allocations and offers comprehensive wealth management services, including trustee and trust administration roles.

Paul Klinges is a financial advisor at Berger Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Harvest Asset Group, LLC. Before entering the financial industry, he was involved with Charleston Sailing School for four years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm delivers investment recommendations primarily through proprietary, long-term strategies developed by an Investment Committee and provides services including discretionary wealth management, comprehensive financial and retirement planning, and income tax planning.

Dana Mitiguy is a CFA® charterholder with 24 years of industry experience. She has been with R.M. Davis, Inc. since 2000. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, families, trusts, pension plans, corporations, and governmental entities. The firm provides customized asset allocation and wealth management services with an emphasis on long-term, discipline-oriented investment strategies and incorporates AI tools alongside traditional research.

Robertson Breed is a CFA® charterholder with 23 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 1991. He holds a Series 63 license and is based in Portland, Maine. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations, endowments, and family offices. The firm employs a team-based investment approach, combining internally managed strategies and third-party managers across multiple asset classes, and offers various advisory and management services tailored to client objectives.

Vincent Damasco is a CFA® charterholder based in Portland, ME, with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011, following a brief tenure at The Colony Group, LLC. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of year-end 2025. The firm serves a diverse clientele including 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.

Dean Walker is a financial advisor with R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation and bringing 10 years of industry experience. He has been with R.M. Davis, Inc. since 2001. Outside of advising, he serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. 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 wealth planning services to individuals, families, trusts, pension plans, corporations, and governmental entities, emphasizing a long-term, discipline-oriented investment philosophy.

Wendy Laidlaw is a financial advisor with 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. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 2025. The firm provides investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, employing a long-term, discipline-oriented investment approach with customized asset allocations across equities, fixed-income securities, mutual funds, and ETFs.

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. in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and has simultaneous experience as a Master Tax Advisor and Enrolled Agent at H&R Block since 2006, where he provides seasonal tax return preparation for individuals. B. Riley Wealth Advisors serves a diverse client base including individual, pension, trust, charitable, and corporate clients, offering multiple investment programs and financial planning services. The firm manages approximately $4.21 billion in 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.

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.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Motley Fool Wealth Management, Fidelity Brokerage Services, and several other firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm focuses on tax-aware, diversified portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and offers coordinated services including investment management, financial planning, and retirement plan advisory.

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.