Andrew Norris is a financial advisor with AMWH Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include 17 years at Lazard Asset Management and a current position at Hollow Brook Wealth Management, where he also serves as a board member. In addition to his advisory work, Norris is a joint owner involved in real estate development through CAAN Properties 1 LLC. AMWH Asset Management LLC provides discretionary asset management and sub-advisory services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm customizes portfolios using fundamental, technical, and cash-flow analyses, and offers both discretionary trading authority and model recommendations to third-party advisers, with options for performance-based fee arrangements.

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Nexcelom Bioscience. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, trusts, and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and it operates in close affiliation with an SEC-registered adviser and a local CPA practice.

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for Coston and McIsaac CPA and M&M Consulting LLC. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, tailoring recommendations to clients’ goals and risk tolerance.

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Andrew Shea is a CFP® professional with 23 years of industry experience, currently serving at Coston, McIsaac & Shea Financial Advisors since 2015. He previously worked with Signator Investors, Inc. since 1999. Shea is a member of the endowment committee at Mt. Desert Island Hospital in Bar Harbor, ME. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Ronald Wrobel is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s in Bar Harbor, Maine. His professional activities include providing accounting services and referring clients to investment advisers when appropriate. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities while generally avoiding frequent trading, margin, and options.

Brian Beaulieu is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Allen Financial Group and Commonwealth Financial Network since 2012. He is also involved in fixed insurance sales as a secondary business activity. 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 about $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options including mutual funds, ETFs, and personalized indexing.

Anna Storey is a financial advisor with Empower Advisory Group in Bar Harbor, ME, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at GWFS Equities, Transamerica, JP Morgan, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

J Pierce is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds the CFP® designation and Series 63 license and has been with both Commonwealth and Allen Financial Group for 25 years. Outside of his advisory work, he serves as an advisory board member for Sebago Technics. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and retirement consulting, delivering both discretionary and nondiscretionary investment solutions.

Elise Frank is a Series 66-licensed financial advisor with Edward Jones in Bar Harbor, ME, where she has worked since 2015. She has 10 years of industry experience. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Eaton is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his capabilities in delivering personalized financial guidance. Lawrence earned his Bachelor's Degree from Florida Atlantic University.

George Jellison Jr. is a financial advisor with Mass Mutual Investors Services in Bar Harbor, ME, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investors Services for 20 years and has owned George M. Jellison Jr. Inc. since 2003. Apart from financial services, he is also involved in seasonal commercial fishing as an owner and shareholder. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as annual collaborations using firm-approved tools to generate recommendations, with implementation being optional and through separate arrangements.

Robert Drach is the founder of Drach Advisors LLC and holds the CFA® designation and Series 65 license with 20 years of industry experience. He is also an Assistant Professor at Maine Maritime Academy and publishes the Drach Market Research Weekly Report through his separate entity, Drach Market Research LLC. Drach Advisors LLC is a small independent registered investment adviser managing approximately $21.1 million for 39 clients, serving individuals, businesses, and charitable organizations. The firm offers portfolio management and advisory services, including separately managed accounts that may utilize derivatives, and publishes historical performance results.

Paul Coston Jr. is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is a principal at Coston and McIsaac Investment Advisers, LLC in Bar Harbor, Maine, and has been involved with affiliated entities including Coston and McIsaac CPAs and Coston, McIsaac and Partners, Inc. Outside of his advisory work, he is a part-owner and treasurer of Strawberry Hill Inc., a motel business in Bar Harbor. Coston and McIsaac Investment Advisers, LLC refers clients to independent investment managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm maintains close ties with its founding accounting practice, providing integrated tax advice and ongoing coordination with third-party managers without directly managing client assets.

Maurice McIsaac is a financial advisor with Coston and McIsaac Investment Advisers, LLC, holding a Series 65 credential and with 24 years of industry experience. He has been affiliated with Coston and McIsaac Investment Advisers since 2001 and also provides consulting services for Coston & McIsaac, CPAs, an accounting firm based in Bar Harbor, Maine. McIsaac refers consulting clients to licensed investment advisers and receives compensation for these referrals. He also serves as an investment adviser for Coston, McIsaac and Partners, Inc. Coston and McIsaac Investment Advisers LLC refers clients to third-party independent managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm’s model integrates accounting services with investment referrals and maintains ongoing coordination with independent managers, without directly managing portfolios or holding client assets.

Patricia Pottle is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, Maine, holding a Series 65 credential and 19 years of industry experience. She also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s, an accounting firm affiliated with her advisory practice. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, employing a long-term asset allocation strategy with an emphasis on low-cost mutual funds and dividend-focused equities. The firm maintains a multidisciplinary structure through affiliations with an accounting practice and an affiliated registered investment adviser.