In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

Nathan Freeman is a financial advisor at Oldfield Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Raymond James Financial Services. Freeman is also involved in real estate development through ownership of a local holding company in Bangor, Maine. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families. The firm offers financial planning and investment management, focusing on tailored strategies that integrate clients’ investments, retirement, taxes, businesses, and legacy planning.

Brett Miller is a CFA® charterholder with five years of industry experience. He is currently an advisor at Birchbrook, where he has worked since 2022. Prior to joining Birchbrook, he was employed at Bangor Wealth Management and Key Private Bank. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm uses fundamental analysis and manager due diligence to tailor portfolios to clients’ objectives and risk tolerance, and offers fiduciary services including estate administration and trustee roles.

Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.

Theodore Jans is a financial advisor at SyntheticFi LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Altruist Financial LLC and J.P. Morgan Securities LLC. He also worked at the University of Maine and was involved with Josh Pond Farms during the same period. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers, as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management that uses a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Paul Dyer is a financial advisor at Optivise Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management, Vine Family Office, Fusion Capital Management, and Legacy Insurance & Financial Advisors. Outside of advising, he is involved in several entrepreneurial ventures including tax preparation, IT training, business consulting, and charitable fundraising. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors across a range of investment products, offering discretionary and non-discretionary solutions supported by integrated technology and reporting tools.

Curtis Worcester is an investment adviser representative at Guidance Point Advisors, LLC with five years of industry experience. He has been with Guidance Point Retirement Services, LLC and Guidance Point Advisors since 2019 and previously worked in healthcare and advertising sectors. Guidance Point Advisors, LLC manages approximately $558 million across 252 client relationships, serving individuals including high-net-worth clients, corporations, and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with each client's objectives and risk tolerance.

Lucie Estabrook is a Series 65-licensed financial advisor at Birchbrook with 15 years of industry experience. She has been with Deighan Wealth Advisors since 2010. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence in its investment process and offers fiduciary and estate-administration services, often providing trustee services without a separate fee.

Jennifer Eastman is a financial advisor at Birchbrook with six years of industry experience. She holds a Series 65 designation and previously worked at Rudman Winchell for eight years before joining Birchbrook in 2018. Outside of her advisory role, she is involved in legal services. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence, offers fiduciary and estate-administration services, and provides tailored portfolios including ESG-focused options.

Charles Mussallem is a CFA® charterholder with two years of industry experience. He has worked at Birchbrook since 2023 and previously was involved with JM Family Trust and Mussallem Galleries. Outside of his advisory role, he is active in Mussallem Galleries, where he selects paintings and rugs for the art gallery. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental equity analysis and manager due diligence, offering tailored portfolios including ESG options, and provides fiduciary and estate-administration services often without separate trustee fees.

Jenifer Butler is a financial advisor at Birchbrook with 23 years of industry experience. She holds the CFP® and CFA® designations and has worked at Birchbrook since 2021, following a 27-year tenure at Deighan Associates, Inc. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm offers investment management, financial planning, fiduciary services, and estate administration, with an investment process focused on fundamental analysis and manager due diligence, including ESG-focused portfolios.

Jamie Lamson is a financial advisor at Royal Fund Management, LLC, holding a Series 65 designation. Lamson has been with Royal Fund Management since 2026 and has prior experience at NorthPoint Financial LLC and the University of Maine. Outside of financial advising, Lamson has worked in retail settings including Paradise Shop n Save and Hannaford. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerances and manages portfolios using fundamental, technical, and cyclical analyses.

Chelsie Crane is a financial advisor at Advisory Services Network with a Series 65 credential and four years of industry experience. She previously worked at Clear Path Financial Services and AOS 94. Outside of financial advising, she owns a floral design business, Live Simple Blooms, and assists at Salt Farm Flowers, a cut flower farm. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses and offers investment solutions through platforms like Envestnet and Pershing.

Christopher Austin is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of experience with Advisory Services Network and over 15 years with FA Peabody. Outside of his advisory roles, he serves as Vice President of the Standby to Fly Initiative, a nonprofit focused on fundraising for veteran organizations. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a variety of investment strategies and implementation options.

Jeffrey Truchon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and having nine years of industry experience. He has worked at Foundations Investment Advisors since 2016 and is also affiliated with Sovereign Wealth Management, LLC, where he provides fixed annuity and life insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios and an asymmetric rebalancing approach to manage client assets.