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.

Catherine Downey is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She is the principal of Ampersand Investment Advisors and has a background that includes roles at Morgan Stanley Smith Barney LLC and work as a self-employed CPA. Ampersand Investment Advisors is an independent, state-registered firm providing fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm uses a tactical allocation approach with discretionary portfolio management and offers a broad range of investment options along with qualified retirement plan consulting for institutional clients.

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.

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.

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.

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.

Lily Khoury is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked previously with Allen Wealth Management, Allen Insurance & Financial, and Main Street Markets. Khoury 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 nationwide network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Thomas Chester is a CFP® professional with 26 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He is also affiliated with Allen Financial Group. Outside of his financial advisory role, he provides DJ services through a separate business based in Camden, ME. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, and operational support, enabling them to offer a wide range of investment and insurance products to retail and institutional clients.

Sarah Ruef Lindquist is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at Commonwealth and Allen Insurance and Financial since 2016. Lindquist serves as a director at Rockland Savings Bank, a local privately owned bank in Maine. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Caitlin Harrington is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has previously worked at Allen Insurance and Financial and has been involved with community organizations such as the Knox County Homeless Coalition and Penobscot Bay YMCA. Outside of financial advising, she is a co-owner of Harrington's OffRoad Crane Service, LLC, a private crane service business in Appleton, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

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.

Abraham Dugal is a CFP® with 10 years of industry experience, currently serving at Allen Insurance and Financial since 2015. He is affiliated with Commonwealth Financial Network and holds a Series 66 license. Outside of his advisory role, he coaches basketball at Camden-Rockport Middle School. Commonwealth Financial Network is a registered investment adviser supporting a nationwide network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while delivering operational and compliance support to affiliated advisors.

Connie Gardiner is a Series 66-licensed financial advisor with Edward Jones, based in Camden, ME, and has three years of industry experience. She has been with Edward Jones since 2006, with prior intervals of service totaling over 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Brooks Stevens is a financial advisor with LPL Financial in Camden, ME, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Key Investment Services LLC for two years before joining LPL Financial in 2016. 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 portfolio programs, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives.

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.

Matthew Migliore is a financial advisor with LPL Financial in Union, Maine, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at LPL Financial and Camden National Bank since 2015. Additionally, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Sage Nash is a financial advisor at Fidelity with three years of industry experience. They hold a Series 66 designation and have previously worked at KeyBank, NA, Gorham Savings Bank, and Bank of America. Nash’s background also includes a role outside financial services at Forever 21. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and incorporates systematic methodologies and oversight in its advisory approach.

Jerod Cronkite is a CFP® professional with 19 years of experience in financial services. He is currently with LPL Financial and has previously worked at Ameriprise and Edward Jones. Outside of advising, he manages several business entities related to tax and investment purposes. 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 featuring model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

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.

Georgiana Darie is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise for three years. Outside of her advisory role, she has been involved in the restaurant business, including ongoing work with Long Grain Restaurant since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Curtis Southard is a financial advisor at Edward Jones in Camden, ME. He holds the Series 66 designation and has recent experience at Harbor Builders Associates, WCSH-TV, Locus Weather, and Courier Publications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jesse Bifulco is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. Prior to joining LPL Financial, he worked at Penbay Financial, LLC, and has experience as an attorney with Jesse Bifulco, Attorney At Law. He is involved with Penbay Estate Planning Law Center, LLC, and Penbay Title LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment platforms, utilizing technology and multiple asset management strategies.

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.

Ellen Harris is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. She has 53 years of industry experience and has been with Merrill and Bank of America since 2015. Harris serves on the finance committee and other leadership roles for several non-profit organizations, including The University Club of New York and the Boy Scouts of America – Greater New York Councils. She is also a board member of the Sun Valley Museum of Art and participates in community-focused organizations such as the Camden Public Library and the Ronald McDonald House of New York. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Peter Masin Peters is a Series 66-licensed financial advisor with Edward Jones in Camden, ME. He joined Edward Jones in 2026 and has prior experience working nearly two decades at Peter Ott's on the Water. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Thomas Griffith is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2013. He holds a Series 66 license and is based in Lincolnville, ME. Outside of his advisory role, Griffith consults on business financial concerns for a local real estate agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Samuel Estes is a financial advisor with LPL Financial in Camden, ME, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Camden National Bank, Pepsi, and Hannaford. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technological tools.

Kenneth Gardiner is a financial advisor at Edward Jones in Camden, ME, with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in buying and selling antiques through Liberty Tree Folkart and Antiques. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Timothy Poulin is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 credential and previously worked at Lord Abbett for 11 years before joining Edward Jones in 2025. Outside his advisory role, he is involved in managing an Airbnb rental property in Belfast, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles White Jr. is a financial advisor with LPL Financial in Camden, ME, holding Series 66 and Series 63 licenses and possessing 18 years of industry experience. He previously worked at Ameriprise Financial Services and Raymond James Financial Services. Outside of his advisory role, he is involved with Cronkite and White, a business entity for tax and investment purposes. 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 financial planning and investment management services, supported by advanced tools and a broad platform that includes insurance, credit products, and extensive advisory resources.

Cole Chase is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cetera, he worked at KeyBank and Unum Life Insurance Company of America. He also has experience with Basics Fitness Center and the University of Central Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.