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.

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.

Dale Hartt is a financial advisor at Stillwater Investing with five years of industry experience. He holds a Series 65 designation and has prior work history including roles at Maine Business School and Arayos LLC, as well as two decades of self-employment. Stillwater Investing serves individuals, including high-net-worth clients, as well as various non-retail entities by providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of buy-and-hold defensive models and more active management strategies, utilizing fundamental, quantitative, and qualitative analysis, and is notable for its registration and activity as a Commodity Trading Advisor.

Andrew Nickerson is a ChFC® and holds a Series 66 license with eight years of industry experience. He has worked at Eagle Financial Strategies since 2019 and previously spent two years at Wells Fargo Advisors. He has been a part-time student since 2018. Eagle Financial Strategies provides investment advisory services to individuals, corporations, charitable organizations, and retirement plans, managing portfolios on a discretionary basis. The firm employs a combination of fundamental and technical analysis, using mutual funds, ETFs, and individually managed securities, and acts as a sponsor of a wrap-fee program.

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.

Marcus Harding is a Series 65-registered financial advisor with Stillwater Investing, bringing three years of industry experience. His background includes three years at the University of Texas School of Law and four years at the University of Maine prior to joining Stillwater. Stillwater Investing provides discretionary investment management and financial planning primarily for individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm offers customized, low-cost portfolios through its adaptive balanced strategy and operates a proprietary, algorithmic commodities and futures trading program registered with the National Futures Association and CFTC.

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.

Thomas Herlihy is a financial advisor at Means Wealth Management in Bangor, ME, with four years of industry experience. He holds a Series 65 designation and previously worked for Bangor Savings Bank from 2010 to 2022. Outside of his advisory role, he is a manager and 25% owner of Lakeside Investments LLC, an entity created to purchase lakefront property. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and retirement plans. The firm employs both active and passive strategies, customizes portfolios based on client needs, and offers specialized services such as exit planning and ongoing advisory relationships through pooled investment vehicles.

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.

Stacey Young is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 66 designation with one year of industry experience. Prior to joining Means Wealth Management, Stacey worked at Maine Savings Federal Credit Union and RBC Capital Markets. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning, utilizing active and passive model portfolios tailored to client objectives and risk tolerance.

Jean Deighan is a CFP® with 23 years of industry experience and has been leading Deighan Associates, Inc. since 1994. She is based in Bangor, ME, and is affiliated with Birchbrook, a team of six advisors. Birchbrook is a fee-only registered investment adviser serving individuals, high-net-worth clients, 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 services including trustee and estate administration, often without separate fees.

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.

Zachary Means is a financial advisor with Means Wealth Management, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been affiliated with Means Investment Co., Inc. since 2009. Outside of his advisory role, he serves as a director at Machias Savings Bank and owns a holding company that manages a camp on Moosehead Lake. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies tailored to client needs and offers services including portfolio management, financial planning, and business exit planning.