Nancy Schultz is a financial advisor with Schultz Retirement Income Solutions, Inc. in Rockland, ME, holding a Series 66 designation and 22 years of industry experience. She has worked at her current firm since 2010 and previously at J Edward Knight Senior Advantage, LLC from 2021 to 2025. In addition to advisory services, she is involved in insurance sales, dedicating approximately 10% of her time to this activity. Schultz Retirement Income Solutions provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental analysis with a long-term investment approach to create customized portfolios and written investment policy statements, offering both discretionary and non-discretionary engagements.

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.

James Heavey is the sole advisor at James Heavey Wealth Advisors, LLC in Rockport, ME, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Foresters Equity Services, Inc. for six years and has been involved in insurance sales since 2007. James Heavey Wealth Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals and business clients. The firm uses a combination of third-party model portfolios, fundamental analysis, and Modern Portfolio Theory to build customized portfolios and also serves charitable organizations and pension or profit-sharing plans.

Ryan Gosline is a financial advisor at Integral Financial Planners with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to founding Integral Financial Planners, he worked at TIAA-CREF and Tiaa for eight years and at Fidelity for one year. Integral Financial Planners is an independent investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs Modern Portfolio Theory and third-party research to manage discretionary investment portfolios and offers financial and business planning services through a structured discovery, diagnosis, and implementation process.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC in Waldoboro, ME, holding Series 65 and Series 63 licenses with 11 years of industry experience. He previously worked at Maine Advisory Associates, Inc. and has been the owner of 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, using both fundamental and technical analysis to pursue longer-term investment strategies tailored to client goals and risk tolerance. The firm operates exclusively with Charles Schwab as custodian and conducts formal account reviews annually.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.

Daniel Pease is a financial advisor at New England Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he has been involved with Rock Harbor Brewing Company and Rock Harbor, Inc. for over a decade. New England Financial Services is a small advisory firm serving individual investors and plan sponsors, including high-net-worth clients. The firm uses a tactical asset-allocation approach based on fundamental analysis and primarily manages accounts on a non-discretionary basis.

David Pio is a financial advisor at Birch Point Wealth Management LLC with a Series 65 designation and one year of industry experience. He previously worked at Norwegian Bay Capital and M&A Real Estate Partners. Birch Point Wealth Management LLC offers fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes long-term, passively managed, globally diversified portfolios aligned with clients’ goals and risk tolerance.

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.

Brie Pio is a CFP® and Series 65-registered financial advisor with seven years of industry experience. She has worked at Birch Point Wealth Management LLC since 2019, following prior roles as a self-employed advisor and at Abacus Wealth Partners. Birch Point Wealth Management LLC offers fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm uses a long-term, passive investment approach centered on modern portfolio theory, tailoring portfolios to clients’ goals and risk tolerance while providing ongoing portfolio monitoring.

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.

Aaron Stasulis is a financial advisor at Infinity Financial Services Advisory with 27 years of industry experience. He holds a Series 66 designation and has worked at Infinity Financial Services Advisory since 2020. His prior experience includes roles at Masterman Agency and United Planners' Financial Services. Outside of advisory work, he is self-employed in the insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies tailored to clients’ goals and risk tolerance.

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.

Briana Andreoni is a financial advisor with Apollon Wealth Management, LLC in Rockland, ME, holding a Series 66 designation and 20 years of industry experience. Her career includes 20 years at UBS Financial Services followed by roles at Purshe Kaplan Sterling Investments and Apollon Wealth Management, both since 2021. Apollon Wealth Management is an SEC-registered multi-team adviser serving a wide range of clients including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios overseen by an Investment Committee.

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.

William Carr is a financial advisor with Apollon Wealth Management, LLC, based in Rockland, ME, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments prior to joining Apollon. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services across a wide range of investment vehicles.

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently affiliated with Apollon Wealth Management, LLC and has previously worked at UBS Financial Services. His background includes roles at Purshe Kaplan Sterling Investments and Apollon Wealth Management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory and consulting services, and investment advisory for private funds and other pooled vehicles, combining centrally managed strategies with locally managed portfolios across diverse asset classes and specialized client needs.

Andrew Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining AE Wealth Management in 2023, he worked at Foundations Investment Advisors LLC and Cornerstone Investment Advisors, LLC. Outside of his advisory role, he is the managing member of Delve Tech Solutions, LLC, which provides IT and business management services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and consulting.

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.

Meredith Lyon is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and Ameriprise Financial Services. Outside of advising, Meredith serves as a public notary and is president of Meredith Lyon Financial Designs LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Mary Johnson is a financial advisor at UBS Financial Services with 27 years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support tailored client solutions.

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.

Michael Curtis is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, Curtis receives royalties from a book he published through Amazon Direct Publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

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.

Andrea Curtis Southard is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her financial advisory career, she spent a decade with the Farnsworth Art Museum and seven years at The Horn Book, Inc. Outside of her advisory work, Southard is a self-employed education consultant, authoring materials and consulting on arts-integration programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors, a range of advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Mark Fulton Jr. is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

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.

Kirsten Sahagun is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes roles at Morgan Stanley and Edward Jones Investments. Outside of her advisory work, she owns a hobby business focused on digital products and miscellaneous sales. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.