Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

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.

Christopher Shelton is a financial advisor with Foundations Investment Advisors LLC in Ellsworth, ME, holding a Series 65 designation and 10 years of industry experience. He has been with Foundations since 2016 and also works as an independent insurance agent offering fixed annuities, fixed insurance, and long-term care insurance solutions. Additionally, Shelton is a managing partner of Union River Associates, a commercial real estate ownership and management company. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a broad network of affiliated offices and investment adviser representatives.

Robert Pendergist is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Shore Point Advisors, LPL Financial, PenKav Solutions, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he serves as Chairman of the Board for USA Surfing, focusing on regulatory standards and guidelines. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of investment strategies and flexible engagement options.

Caden Mattson is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at various firms including VanceGray Wealth Management and First National Bank. His background also includes experience outside finance at Dan-A-Dew Farms and Maine Maritime Academy. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Sonya Mitchell is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. and Bar Harbor Banking & Trust Company since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.

Ryan Bartlett is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Prior to joining the firm, he worked for 13 years at VanceGray Wealth Management, Inc. Bartlett is a board member of the Husson University Alumni Association in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

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.

Dennis Kinghorn is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 30 years of industry experience. His work history includes roles at Infinex Investments, Inc., Bar Harbor Bank & Trust, LPL Financial, and Uvest Financial Services Group, Inc. Outside of his advisory work, he is involved in small-scale commercial shellfish sales and blueberry harvesting in Ellsworth, Maine. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a range of services including customized advisory solutions, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines centralized supervision with advisor-led investment management.

Vance Gray is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously operated his own firm, Vance Gray Wealth Management, Inc, for 19 years and worked at Graystone Insurance for 11 years. Outside of advisory work, he is involved with a real estate business owning an office building in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

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.

Andrew Laslie is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at VanceGray Wealth Management, Inc. Outside of his advisory role, he serves as a court-appointed conservator and volunteers on the advisory committee for the Blue Hill YMCA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Amanda Robbins is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 11 years of industry experience. Robbins has worked at Bar Harbor Bank & Trust/Financial Services since 2013. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Jennifer Saunders is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She previously worked at Infinex Investments and Bar Harbor Bank & Trust. Outside of finance, she co-owns Saunders Marine Services, a boat construction business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, probabilistic modeling, and tax-efficient strategies to create tailored recommendation reports delivered in partnership with its financial advisors.

Ryan Willette is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Key Investment Services LLC. Outside of his advisory role, he has a fiduciary position with JAC Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad set of financial products.

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.

Jerry Troger is a Series 66 licensed financial advisor with Edward Jones, based in Ellsworth, ME, and has 16 years of industry experience. He has been with Edward Jones since 2009. Troger serves as a board member and chairs the investment committee of the Ellsworth High School Alumni Association, overseeing its endowment fund held at Acadia Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,000 advisors nationwide. The firm offers a wide range of advisory programs and investment solutions, 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.

Jaime Torres is a financial advisor at LPL Enterprise with 22 years of industry experience and holds the Series 66 designation. His prior experience includes roles at The Prudential Insurance Company of America, Cetera Investment Services, Edward Jones, and Morgan Stanley. He is also involved in servicing clients' insurance policies through Fidelity & Guaranty Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participating in portfolio wrap programs, while also facilitating insurance product sales through affiliated entities.

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.

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.