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.

Kristina Petit is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She currently serves as vice president of Dow Software, LLC, where she assists with the development and promotion of client-facing software. Her work history includes roles at Bolton Global Capital and Bolton Global Asset Management. Bolton Global Asset Management is a registered investment adviser that provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm employs a variety of portfolio management strategies using mutual funds, ETFs, equities, and fixed income, emphasizing a primarily long-term approach with flexibility for other strategies.

Gregory Crupi is a financial advisor with Gradient Advisors, LLC in Portland, Maine, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at several firms, including Thrive Financial, LLC, which he owns and operates, providing insurance and annuity services. Crupi also offers investment advisory services through his own business. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model where clients approve transactions.

Robert Davis is a CFP® professional with 12 years of industry experience. He has worked at R.M. Davis since 2017 and previously at HM Payson & Co from 2013 to 2017. 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.

Timothy Wyand is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 17 years of industry experience. He has worked at Flagship Harbor Advisors since 2020 and previously at Layline Advisors from 2018 to 2020. Outside of his advisory role, he is involved with Three Pines Capital, LLC, a business entity for tax and investment purposes. Flagship Harbor Advisors 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 through a team of about 60 advisors, employing a mix of mutual funds, ETFs, individual securities, and third-party technology to support client portfolios.

Joshua Rent is a financial advisor with LPL Financial based in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial and Northeast Planning Associates, Inc., where he currently provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research, a variety of investment models, and a platform that integrates advisory and brokerage services alongside insurance and credit products.

Gregory Costantino is a financial advisor at Winthrop Wealth with 19 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. His career includes roles at Winthrop Advisory Group LLC since 2018, Financial Planning Strategies LLC since 2015, where he is also Managing Director, and LPL Financial from 2014 to 2024. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutions, offering integrated Private Wealth Management with a long-term, prudent investment approach overseen by an Investment Committee. The firm combines internally managed strategies, third-party managers, and sub-advisers, providing tailored services for retirement plans and institutional accounts.

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.

Jeremiah Tucker is a financial advisor at Independent Wealth Network, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Charles Schwab, Bank of America, Merrill, and Foreside Fund Services. Outside of his advisory work, he has worked as a bartender at O'Reilly's Cure. Independent Wealth Network serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm employs a variety of portfolio strategies and utilizes both third-party models and direct discretionary authority in managing client assets.

Michael Dow is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2005. Dow is co-owner of Dow Capital Management, LLC, an entity created to operate securities and investment advisory services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using a variety of investment vehicles and emphasizes a primarily long-term approach while allowing flexibility for shorter-term strategies.

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.

Rebecca Burchill is a ChFC® credentialed financial advisor with 28 years of industry experience. She is currently with ValMark Advisers, Inc. and has held roles at Valmark Securities, Inc. and Lebel & Harriman. Burchill serves as President of the Maine Estate Planning Council, a professional organization of lawyers, accountants, and financial advisors. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, with oversight and rebalancing performed regularly.