Scott Mazuzan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2016. He holds a Series 63 registration and is based in Portland, ME. F.L. Putnam serves a diverse client base including individual investors, institutional clients, foundations, and endowments. The firm offers customized portfolios through internally managed strategies and third-party managers across multiple asset classes, employing a strategic asset allocation framework with tactical flexibility.

Benjamin O’Connor is a financial advisor at F.L. Putnam Investment Management Co. with 13 years of industry experience. His prior roles include positions at UBS Financial Services, UBS Securities LLC, and Jefferies LLC. He holds Series 63, Series 65, and Series 66 licenses. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, and consulting services. The firm utilizes internally managed strategies and third-party managers across multiple asset classes within a strategic asset allocation framework, and acts as the investment adviser to the AOG Institutional Fund.

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.

Heather Periana is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. She has nine years of industry experience, including 11 years at KeyBank prior to joining Key Investment Services in 2017. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions with financial professionals providing recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Todd Cesca is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Purshe Kaplan Sterling Investments for 17 years and Charter Oak Capital Management for 24 years. Outside of his advisory role, he serves as a trustee for the John Peabody Masonic Charity Fund, coaches lacrosse at Kennebunk High School, and holds leadership positions on several nonprofit boards, including chairing the United Way of Southern Maine and the Maine Education Service Foundation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, direct indexing, and other vehicles, supported by ongoing client education and integrated financial services.

Zeke Hall is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Voya since 2020. Prior to that, he was employed by Financial Benefits Services Corp and Raymond James Financial Services for five years. Hall is also active as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice with a significant portion of assets managed on a non-discretionary basis.

Jennifer Orr is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial for ten years before joining TD in 2025. Outside of her advisory role, she is involved in small-scale farming activities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a range of proprietary and third-party investment portfolios combining strategic and tactical asset allocation, with a focus on percentage-of-AUM wrap fees and the use of affiliated managers.

Hoang Phan is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and several other companies. Phan also serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Edward Turrisi is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at First Citizens Investor Services, Wells Fargo, Edward Jones, and The Washington Trust Company. Outside of his advisory work, he serves as a consultant for an optometric practice, providing advice on business operations and financial management. Key Investment Services LLC offers a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Scalia Jr. is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including First Allied Advisory Services and First Allied Securities before founding Scalia Wealth Management, LLC in 2018, which he currently owns and operates. Commonwealth Financial Network supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Peter Metcalf Jr. is a CFP® professional with 16 years of industry experience, currently advising through Independent Advisor Alliance, LLC. He has worked at Morgan Stanley in various capacities from 2014 to 2024 and joined LPL Financial in 2024. He operates multiple investment advisory entities under Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing comprehensive asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with the use of model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance client service.

Nellie Methot is a CFP® professional with 11 years of industry experience, currently affiliated with Janney Montgomery Scott. She has worked at Janney since 2015. Outside of her advisory role, she manages a real estate property in Salt Lake City on a limited basis. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Benjamin Chasse Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at KeyBank, Mass Mutual Investors Services, and Auburn Savings Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Camille White is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient in 2026, she worked at HM Payson from 2024 to 2026 and held positions at Reveler Development, Biomed Realty, and Newmark. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, risk management tools, and alternative investment options.

David Hines is a CFA® charterholder based in Portland, ME, with 22 years of industry experience. He has been with Corient since 2026 and previously worked at H.M. Payson & Co. for 23 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment solutions.

Kimberly Mello is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services and Financial Engines Advisors L.L.C. Outside of financial services, she had a role at Old School Cafe in 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions.

Kelsey Getchell is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Her prior roles include working at Ainsworth, Thelin & Raftice and a period focused on family care. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Philip White is an advisor at Steward Partners Investment Advisory, LLC based in Portland, ME, holding a Series 66 credential. He has one year of industry experience and previously owned CU Accelerator, LLC, a consulting firm serving credit unions. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Michael Secord is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life and its affiliated entities since 2013. Outside of his advisory role, he is licensed to sell Medicare Supplement and other insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, utilizing a range of securities and offering both wrap and non-wrap programs.

Adam Dunbar is a financial advisor with Steward Partners Investment Advisory, LLC in Portland, ME, holding a Series 66 credential and with 21 years of industry experience. He has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Dunbar serves as a board member for St. Dominic Regional High School in Auburn, ME. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.