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.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. Hyla holds Series 65 and Series 63 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies, ongoing monitoring, and access to third-party discretionary managers, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Heather Verrill is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Cornerstone Wealth Planning, LPL Financial, Androscoggin Bank, and Key Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements that include discretionary investment implementation and ongoing client reviews.

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 Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Eric Tierno is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Measured Wealth Private Client Group, Sugar River Bank/LPL Financial, and FlowBelow. Outside of his advisory role, he is president and 50% owner of TGAAP INC, a corporation formed to hold an aircraft jointly with a business partner. 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 under management through a nationwide network of financial advisors and offers a variety of advisory and investment solutions under a fiduciary standard.

Lucas Jordan is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Edward Jones and previously worked at Ameriprise and several other companies in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large, nationwide network of financial advisors and branch offices.

Stephen Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a two-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Taylor Woods Road Association in Bethel, Maine. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.