Robert Corey is a CFP® professional with 23 years of experience in the financial advisory industry. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is a fee-only independent advisory practice serving individuals, high-net-worth clients, trusts, and business entities with comprehensive financial planning, investment advice, and tax preparation. The firm manages approximately $56 million in client assets on a non-discretionary basis, focusing on diversified portfolios using no-load mutual funds and ETFs, and integrates CFP®-level planning with Enrolled Agent tax services.

Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.

Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.

John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.

Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.

Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Donald Riddle is a financial advisor at J.M. Arbour, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history with Fidelity Investments and Bank of America, including Merrill. J.M. Arbour serves individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm utilizes model portfolios from sub-advisers and third-party providers and offers strategies such as direct indexing, derivatives, and securities-backed lines of credit.

Nicholas Sickinger is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Murphy Karpie Connelly & Sickinger, LLC and teaching positions at Colby College, Joel Barlow High School, and John Read Middle School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages model portfolios primarily through sub-advisers and third-party providers and serves as investment manager for series-structured private funds.

William Cummings is a financial advisor at J.M. Arbour, LLC with eight years of industry experience. He has held roles at Foundations Investment Advisors, TD Bank, and Axa Advisors, and also served in positions at Rochester Institute of Technology. Outside of his advisory work, he is the president and founder of W. Sinclair Holdings LLC, a benefit counseling and business consulting firm. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, and sub-advisory services, employing model portfolios and strategies such as direct indexing and options.

Nathan Nichols is a financial advisor with GRP Retirement Planning, holding a Series 65 credential and nine years of industry experience. He has worked with multiple firms, including Advisory Alpha, LLC and Planners Alliance LLC, and serves as President of Gosline Retirement Planning, an insurance and annuity sales business. GRP Retirement Planning is an SEC-registered adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm provides customized portfolio management and financial planning services, employing various investment strategies and offering employer-sponsored financial education programs.

Jacob Coan is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with GRP Retirement Planning, a team-based firm, and has previously held roles at Gosline Retirement Planning, Advisory Alpha, LLC, and Summit Real Estate. Outside of his advisory work, Coan has experience in real estate sales. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for a diverse client base, including individuals, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a variety of investment approaches tailored to client objectives and risk tolerance.

Lance Harder is a financial advisor with GRP Retirement Planning, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at GRP Financial Services, Gosline Retirement Planning, Advisory Alpha, and several insurance firms. Outside of his advisory work, he has experience with Film EFX and Maine Offroad Adventures. GRP Retirement Planning manages approximately $155 million for a diverse client base, including individuals, businesses, and municipal entities, offering portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a variety of investment strategies tailored to client objectives and provides employer-sponsored financial education programs, including virtual seminars and one-on-one sessions.

Gavin Stern is a financial advisor at J.M. Arbour, LLC with a Series 65 credential and one year of industry experience. Prior to joining J.M. Arbour, he held positions at the Hudson Institute and worked at various educational and recreational organizations. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and serving as investment manager for series-structured private funds. The firm utilizes sub-advisers and third-party model providers to implement client strategies and is notable for managing private credit and venture fund series with performance-based allocations.

Troy Knowlan is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Compass Securities Corp. since 2000. In addition to his advisory role, he serves as controller of O'Connor GMC, Inc., where he manages the accounting and finance departments of the auto dealership. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization using a variety of investment vehicles, and operates as a fee-only investment manager.

James Lowell is a financial advisor at J.M. Arbour, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Clark Insurance. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm manages discretionary portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

John Bandstra is a financial advisor with GRP Retirement Planning in Farmingdale, ME. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GRP Financial Services, LLC, Bandstra worked at Lincoln International for three years. GRP Retirement Planning manages approximately $155 million in assets for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, using a variety of investment strategies tailored to clients’ objectives and risk tolerances.

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.

Craig Dickson is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Gradient Securities since 2012 and has been involved with several other financial and real estate ventures, including ownership roles in Investment Executives, Inc., Gonyea Enterprises, and Dickson Enterprises. Additionally, he is a licensed real estate agent with Better Homes & Gardens - The Masiello Group. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis with third-party manager relationships.

Quinlan Leary is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at TD Bank N.A. from 2021 to 2023. Leary serves as treasurer for the Edward Little Alumni Association, managing scholarship donations and ensuring timely disbursement of funds. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and incorporates fundamental, technical, and cyclical investment analysis.

Cameron Graham is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Northern Alliance Financial and Integrity Advisory Solutions. Outside of finance, he was involved in operating a baseball and softball training facility for three years. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.