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.

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., holding a Series 66 designation and seven years of industry experience. He has worked at Valmark Securities, Inc. and ValMark Advisers since 2020 and is an equity partner and retirement plan advisor at Lebel & Harriman, LLP. Moody serves on the Board of Directors for the Healthcare Purchaser Alliance of Maine and is a member of the Maine Retirement Savings Board of Trustees. ValMark Advisers offers 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation and provides proprietary platforms, third-party manager programs, and comprehensive support services.

Kevin Manning is a Series 65 licensed advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has three years of industry experience. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base that includes individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term basis with diversified strategies and offers trustee and personal affairs management services exclusively to its investment clients.

John Doughty is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with R.M. Davis since 2002. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, corporations, charities, and government entities. The firm emphasizes discretionary, long-term, diversified portfolios with a focus on large- and mid-cap equities and laddered bond maturities, and is known for its independent ownership and comprehensive trustee and personal affairs services.

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 at F L Putnam Investment Management Co. in Portland, ME. He holds Series 65 and Series 66 licenses and has two years of industry experience. Prior to joining F L Putnam, he worked at Charles Schwab Bank SSB and spent over a decade at Mabels Lobster Claw. F L Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework with both internal and third-party managers and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company of New Hampshire, LLC.

Gregory Cox is a CFP® professional with R M Davis Inc in Portland, ME. He has been with R M Davis since 2021 and has prior experience at Key Bank from 2010 to 2020. R M Davis provides investment management, portfolio consulting, wealth management, 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, diversified basis and offers trustee and personal affairs management services exclusively to its investment management clients.

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 is a CFP® with nine years of industry experience, currently serving as a financial advisor at R.M. Davis, Inc. He previously worked at Spinnaker Trust and JPMorgan Chase Bank. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and government entities. The firm manages accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs services to its investment clients.

Timothy Acquaviva is a CFA® charterholder with three years of industry experience. He has worked at R.M. Davis, Inc. since 2022 and previously spent 11 years at Wellington Management Company, LLP. R.M. Davis, Inc. is a multi-advisor firm that provides investment management, portfolio consulting, and financial planning to individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers trustee and personal affairs management services to its investment clients.

Edward Smith is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He currently works at R.M. Davis, Inc. and has previously held positions at Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, The Colony Group, and Eaton Vance. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and governmental entities. The firm manages most accounts on a discretionary, long-term, diversified basis, emphasizing large- and mid-cap equities and laddered bond maturities, and offers trustee and personal affairs management services to its investment management clients.