David Williams is the sole advisor at Deer Isle Research & Management, LLC, an independent firm based in Deer Isle, ME. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, all with Deer Isle Research & Management since its founding in 2011. Deer Isle Research & Management provides research-driven advisory services primarily to institutional clients such as investment companies, hedge funds, and other pooled investment vehicles, with limited service to high-net-worth individuals. The firm specializes in concentrated coverage of life-science and healthcare companies, offering fundamental analysis, valuation, clinical-trial modeling, and discretionary portfolio management focused on a select group of companies.

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.

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

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.

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.

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.

Joel Brotherton is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Principal Life Insurance Company since 2004 and Principal Securities Inc. since 2016. Outside of his advisory role, he owns and manages a condominium rental property in Costa Rica. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Dennis Kinghorn is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Infinex Investments, Inc., Bar Harbor Bank & Trust, LPL Financial, and Uvest Financial Services Group, Inc. Outside of financial advising, he is involved in small-scale commercial shellfish selling and blueberry harvesting in Ellsworth, Maine. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

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.

Stephen Bernstein is a Senior Financial Advisor and co-founder of GBM Wealth Management, a financial advisory team based in New Jersey. He has been working exclusively with Merrill Lynch Wealth Management since 2014. Stephen leads a team that focuses on providing comprehensive wealth management services to entrepreneurs, executives, retirees, and their families, emphasizing service and professionalism. With over a decade of experience, Stephen specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management, small business strategies, and services for endowments, foundations, and non-profits. His team is committed to anticipatory service, clear communication, and integrated wealth planning to help clients pursue their financial goals efficiently. Stephen and his team have received several recognitions, including multiple listings in Forbes' Best-in-State Wealth Advisors and Top Next-Generation Wealth Advisors. Stephen holds a Bachelor of Arts degree in Economics from the University of Miami. He serves as the President of The University of Miami Alumni Association – Philadelphia Chapter. Residing in Haddon Township, New Jersey, Stephen enjoys hiking, traveling, especially to Maine, and spending time with his family. He is also involved in animal welfare and ecological preservation efforts.

Tom Goodman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual and Baystate Wealth Management, as well as earlier tenure with LPL Financial. He serves as a board member for a nonprofit homeowners association in Sedgwick, ME, and owns a business called Hagas Inc. in Bucksport, ME. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach using portfolios developed by LPL Research and third-party strategists, and offers financial planning and access to third-party asset managers and wrap programs.

Cody Briggs is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked at Darling's Auto Group and Casella Waste Systems. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

Peter Morris is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a board member of the Bucks Harbor Yacht Club and owns a college funding counseling business, Andover Wealth Wise. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.

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.

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