Ellis Baum is an investment adviser representative at Independent Financial Group, LLC with four years of industry experience. Prior to joining Independent Financial Group in 2026, he worked at Cambridge Investment Research Advisors, Inc. for three years and Residential Resources Inc for over two decades. He serves as a board member and volunteer in his local community and works as a consultant on coaching engagements. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth clients, and institutions. The firm offers diversified financial planning and portfolio management through multiple platforms, using both firm and third-party models tailored to client risk profiles.

Heather Periana is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Key Investment Services since 2017 and previously spent 11 years at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

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 with Voya Financial Advisors, Inc. in South Portland, ME, holding a Series 66 designation and 12 years of industry experience. He has worked at Voya since 2020 and previously held roles at Financial Benefits Services Corp and Raymond James Financial Services. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both in-house and third-party strategies with an emphasis on client-approved, non-discretionary relationships.

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 at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at First Citizens Investor Services, Wells Fargo, Edward Jones, and The Washington Trust Company. Outside of his advisory role, he consults on optometric practice processes and financial management for Maine Mall Eye Care. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and combines platforms and third-party managers to deliver portfolio management, with a notable integration of services from KeyCorp affiliates.

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 with 23 years of industry experience. He has worked at Corient since 2026 and previously spent 23 years at H.M. Payson & Co. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with specialized offerings through affiliated private funds and other platforms.

Kimberly Mello is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, U.S. Bank, Financial Engines Advisors, and Marsh Securities. Her background also includes a brief role at Old School Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He serves as a board member of 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 assets and supporting a national advisor base. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account services.

Joseph Alvarez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has worked at Commonwealth since 2013 and is also the owner of Banyan Financial Services, where he facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Brian Prichard is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been associated with Commonwealth and 44 North Financial Partners since 2012. Outside of his advisory work, he is co-owner of Dogwatch Charters LLC, a scenic water transportation and sightseeing business in Oahu, Hawaii. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing affiliated advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Smit Desai is a financial advisor at Savant Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Richard Brothers Securities and Whitridge Associates. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related services through affiliated accounting, legal, and trust entities.