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.

Andrew Livingston is a CFP® and CFA® serving as an advisor at R M Davis Inc with three years of industry experience. Prior to joining R M Davis Inc, he worked at Camden National Bank and Key Private Bank. R M Davis Inc provides investment management, financial planning, trustee and trust administration, and personal affairs management to individuals, families, pensions, trusts, corporations, and governmental entities. The firm emphasizes tailored, long-term asset allocations with a focus on large and mid-cap equities and laddered fixed-income portfolios, and it is noted for serving municipalities and acting as trustees for clients.

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 at F.L. Putnam Investment Management Co. in Portland, ME, with seven years of industry experience. She previously worked at R.M. Davis, Inc. and US Trust Bank of America, with a combined 19 years of prior experience before joining her current firm. F.L. Putnam serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment management and advisory services. The firm utilizes customized portfolios with both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical flexibility.

Timothy Malisa is a Series 65-licensed advisor at R M Davis Inc with three years of industry experience. He previously worked at Spinnaker Trust for eleven years. Outside of his advisory role, Mr. Malisa is a partner in Nedrow Holdings LLC, where he is involved in sourcing and managing certain real estate investment opportunities. R M Davis Inc provides investment management, portfolio consulting, wealth management, and financial planning services to a broad range of clients, including individuals, families, pension plans, trusts, corporations, charitable organizations, and municipalities. 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.

Robert Stepleman is a Series 65-licensed financial advisor with Bolton Securities Corporation, bringing 12 years of industry experience. He has been with Bolton Global Asset Management since 2013 and previously worked at the Sarasota Herald Tribune for over two decades. 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 advisor-driven approach that customizes portfolios based on client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term focus.

Christopher Klimash is a financial advisor at ValMark Advisers, Inc. with 28 years of industry experience. He holds the Series 66 designation and has worked at ValMark Securities, Inc. and ValMark Advisers, Inc. since 2015, as well as RBC Capital Markets since 2009. Klimash also serves as a retirement advisor at Lebel & Harriman, LLP. 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 using mutual funds, ETFs, and third-party managers, along with proprietary platforms and sub-advisory services.

Jennifer Lebel is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with ValMark Advisers since 2009 and Valmark Securities since 2007. Outside of her advisory role, she serves on the Board of Directors for the Animal Welfare Society, a nonprofit animal shelter in Kennebunk, 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 investment advisory representatives. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, alongside proprietary platforms and fee-based planning services.