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.

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.

Marianne Loew is a CFA® charterholder with three years of industry experience. She is currently with R M Davis Inc and has previously worked at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R M Davis Inc provides investment management, wealth planning, and trustee services to a diverse client base including individuals, families, pension plans, trusts, corporations, and governmental entities. The firm manages accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers specialized services such as personal affairs management to its investment clients.

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.

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.