Bradley Mccurtain is a financial advisor at Maine Securities Corporation with 48 years of industry experience. He has been with Maine Securities Corporation since 1985. Outside of his advisory role, he is the sole owner of a coffee importing business that sells green and roasted coffee in the United States. Maine Securities Corporation provides investment advisory and portfolio management services primarily to individual clients, with a focus on quantitative value investing and the use of listed options for income and hedging. The firm operates a combined RIA and affiliated broker-dealer structure, offering discounted commission rates and occasional underwriting roles, along with an affiliated life and health insurance agency.

Donald Daniels II is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2019. Daniels has been with his current firm since 2019. Daniels D’Amelio Investment Management Group, LLC offers discretionary asset management, financial planning, and retirement plan consulting for individuals—including high-net-worth clients—and employer plan sponsors. The firm uses a variety of analytical methods and strategies to create individualized portfolios and provides retirement plan services including investment policy development and participant education.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for over a decade. Welch serves on the board of directors for Derry Pathfinders, a nonprofit snowmobile club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Commonwealth since 2008 and previously at Valic Financial Advisors and Casco Bay Wealth Advisors. Outside of his advisory role, he serves as a selectman for the town of Lovell, Maine, owns and operates a farm, and provides emergency medical technician services with local rescue organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Christopher Brady is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments Inc., Clarendon Private LLC, and RWA Wealth Partners, LLC. He is also involved with VP Distributors LLC. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Trent Cunningham is a financial advisor with Key Investment Services LLC in Windham, ME, holding a Series 66 designation and 21 years of industry experience. He has worked at Key Investment Services since 2009, with prior roles at Banc Of America Investment Services and Ameriprise. Outside of his advisory work, he serves as Secretary/Treasurer for a local road association. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that includes both in-house and third-party strategists, with a focus on non-discretionary management and integration with affiliates such as KeyBank.

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Christopher Wallace is a financial advisor with Primerica Advisors in Windham, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to his advisory role, he provides tax preparation and accounting services through Smart Business Solutions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Bjorn Hjelmeland is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Bankers Life Securities Inc, and Bankers Life & Casualty. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Kristina Grant is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2010. In addition to her advisory role, she serves as vice president, operations manager, and designated supervisor for Jackson Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options and a multi-manager platform.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Diana London is a financial advisor with Primerica Advisors based in Windham, ME, holding Series 63 and Series 65 designations and possessing four years of industry experience. Her career includes roles with Primerica Financial Services and Maine Recon. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services using model-driven strategies overseen by third-party managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

John Toye is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2006 and has worked in related capacities at Primerica Financial Services since 2002. In addition, he has operated as a tax practitioner since 1978. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Michael Lee is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at NEXT Financial Group for 11 years and has held positions at several other firms since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jamee Shinn is a Series 66-licensed financial advisor with Edward Jones in Windham, ME, with four years of industry experience. Prior to joining Edward Jones in 2021, Shinn was self-employed with Zip-PT-Doo-Dah and has held roles with the University of New England and the Morrison Center. She also serves as president of the Scarborough Primary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Christopher Coburn is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Lucas Jordan is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and several other companies across different industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Lewis Kalmans is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves on the boards of the Houston Jewish Community Foundation and the Severance Lodge Club homeowners association, and is a committee member of the Jewish Federation of Greater Houston. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes nine years with Summit Utilities, Inc. and a current role at Clean Energy Fuels focused on renewable projects. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and a mix of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Jennifer Barber is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has 16 years of industry experience, including a prior role at CIEE. She serves as a trustee for her condominium association in Boston. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gail Moulton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2020 and previously spent 17 years at the Office of Maine Attorney General. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodial services.