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.

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.

Connor Leonard is a financial advisor at ValMark Advisers, Inc. with a Series 66 designation and three years of experience in the industry. His prior work includes roles at Lebel & Harriman, LLP, Quotient Technology, and The Reynolds & Reynolds Company, as well as four years in full-time education. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Nathan Moody is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has seven years of industry experience. Moody is also a partner and retirement plan advisor at Lebel & Harriman, LLP, where he has worked for ten years. He serves on the Board of Directors for the Healthcare Purchaser Alliance of Maine and is a member of the Maine Retirement Savings Board. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based, diversified investment approach primarily through mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives.

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.

Zachary Longley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Northeast Planning Associates and LPL Financial since 2009. Outside of his advisory role, he is a limited partner in a family business partnership. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers consultative planning engagements with access to investment management, managing approximately $327.7 million in client assets.

Madeline Rheaume is a Series 65 licensed advisor at Bolton Securities Corporation with one year of industry experience. She has worked with Dow Family Office Advisory, LLC since 2026 and is also involved with Dow Software, LLC, where she provides administrative support related to sales, marketing, development, and client relations. Outside of her advisory role, she freelances in creative fields including photography, design, and marketing. Bolton Global Asset Management serves individual, corporate, and institutional clients, offering customized asset management and financial planning through a network of independent adviser representatives. The firm employs a mix of internal and third-party managers, focusing on long-term investment strategies with a range of portfolio management approaches.

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.

Thomas Shepard is a CFP® with 30 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC since 2012. He previously worked at LPL Financial and is involved in financial education through seminars at Currency Camp. Shepard is also an author, writing a book alongside his advisory work. Flagship Harbor Advisors, LLC is an SEC-registered firm serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and utilizes a multi-strategy investment approach including mutual funds, ETFs, individual securities, and separately managed accounts.

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.

Nathan Chisholm is a financial advisor with ValMark Advisers, Inc. who holds Series 66, Series 65, and Series 63 registrations and has seven years of industry experience. His prior roles include positions at Gilbert Investments, Stone Coast Fund Services, and Personal Capital Advisors. In addition to his advisory work, he serves as a Senior Retirement Counselor at Lebel & Harriman LLP. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients through a network of investment advisory representatives. The firm’s 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.

Nathan Waller is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with LPL Financial since 2016 and has also been associated with Shepard Financial LLC since 2020. Waller is a commissioned notary in addition to his advisory roles. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, using a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Russell Wood is an investment advisor with IFG Advisory, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has previously worked at Jackson National Life Distributors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

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.