Evelyn Blum is a financial advisor at Marshall Point Advisors LLC with 19 years of industry experience. She holds a Series 65 designation and has been with the firm since its founding in 2007. Outside of advising, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business based in Port Clyde, Maine. Marshall Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary portfolio management alongside consulting services, employing a disciplined, research-driven approach that combines fundamental and technical analysis with tactical risk management.

Melissa Holmes is a CFP® professional with eight years of experience in financial planning. She is the sole advisor at Black Harbor Financial, an independent firm based in Boothbay Harbor, Maine. In addition to her financial advisory role, she owns Whitt Law, a sole proprietorship providing legal services in estate planning, elder law, and business law. Black Harbor Financial offers customized financial planning, discretionary asset management, and pension plan advisory services to individuals and small-business retirement plans. The firm emphasizes asset allocation and diversification, often using low-cost index funds, mutual funds, and ETFs, and also serves as an ERISA 3(21) co-fiduciary for 401(k) plans.

James Letteney is the principal advisor at Letteney Financial Advisory, LLC in Waldoboro, ME, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior work includes roles at Maine Advisory Associates, Inc., UPS, and USPS. Outside of finance, he has operated Disc Master DJ Services, an entertainment business, since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning services primarily to individual and retirement-focused clients. The firm employs both fundamental and technical analysis with a longer-term investment approach, focusing on mutual funds and customized portfolios to align with client goals and risk tolerance.

William Goldenberg is the sole advisor at Shoreline Capital Corporation in Boothbay Harbor, ME, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Shoreline Capital since 2001. Shoreline Capital Corporation provides personalized, discretionary portfolio management primarily to high-net-worth individuals and associated trusts. The firm employs a fundamental, value-based equity selection process and manages concentrated portfolios, maintaining a small client base to allow for focused oversight by its principal advisor.

William Westfield is a CFP® professional with 18 years of industry experience. He has been with August Wealth Group, Inc. since 2009. Westfield is also a licensed insurance agent. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios based on client objectives and maintains a discretionary management approach with ongoing monitoring, primarily using mutual funds and ETFs.

Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.

Scott Wilkinson is a financial advisor with Summit Wealth Group in Nobleboro, ME, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 1999 to 2025 and joined Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025 and 2026, respectively. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs various analytical approaches, frequently using third-party money managers and sub-advised models.

Colleen Parker is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2012, with additional experience at Santander Bank and the Law Office of Danilo J. Gomez. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client service.

Jacob Oliver is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC prior to joining Creative Financial Designs. Outside of his advisory role, he owns and operates Oliver Woodworking & Design, a woodworking and contracting business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Mark Wassink is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and beginning his advisory career in 2023. He has prior experience at Cornerstone Retirement Planning and worked for Miller Insurance Brokers for over a decade. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for more than 127,000 clients.

Allan Beck is a Series 65-licensed financial advisor with 32 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Foundations Investment Advisors LLC, Foresters Equity Services, Inc, and Cornerstone Financial Services, where he has been involved since 1997. Beck is also a managing member of Cornerstone Financial Services, LLC, which offers insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios from multiple sources and offers services such as discretionary asset management, financial planning, and ERISA plan services.

Owen Taylor is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His work history includes positions at Bank of America, Merrill, Camden National Bank, and First National Bank. Taylor is currently based in Damariscotta, Maine. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Susan Peters is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. She has nine years of industry experience and has worked at firms including Sharegain Securities Inc., Carver Edison Capital, and First Liberties Financial. Outside of her advisory role, she is also involved in quilt making and occasionally finishes quilting projects for clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Walter Weil III is a financial advisor with Morgan Stanley in Southport, ME, holding Series 63 and Series 66 designations and bringing 55 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Jean Huber is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cetera Investment Advisers since 2018 and has prior experience at First Federal Savings & Loan Association of Bath and INVEST Financial Corp. Outside of his advisory role, Huber serves as a branch manager and is involved in community activities including acting as a ballot clerk during elections and selling quilt items. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services utilizing multi-manager platforms, third-party money managers, and a variety of program structures.

William Holly is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1984 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dana Poston is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2020. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Leverett Davis Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Judith Mcdonald is a financial advisor at Cetera with 21 years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Investment Services since 2010 and 2014 respectively. She also has experience with First National Bank, where she engages in the sale of fixed insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with options that include model portfolios, third-party managers, and bespoke strategies across multiple program structures.

James Cook is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including WEX Inc., Keybank, and First Federal Savings & Loan Association of Bath. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a large network of independent advisors.

Thomas Perkins is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Raymond James Financial and related entities since 2009 and also serves on the Boothbay Harbor CSD School Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools.

Devon Perry is a Series 66-licensed advisor with LPL Financial based in Waldoboro, ME, and has 20 years of industry experience. He has worked at Linsco/Private Ledger since 2006 and Camden National Bank since 2004, where he also serves as a compliance officer performing OSJ duties. Perry holds a dual role as a non-variable insurance agent and operates under the DBA Camden Financial Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations. Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University. Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.