Independent advisors focused on esg / sustainable investing in Maine

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Evelyn Varner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She worked at Merrill from 2011 to 2020 before joining Wells Fargo Clearing and Wells Fargo Bank in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.

Tural Nadirli is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has additional experience at Infinity FCU and the University of Southern Maine. Nadirli also serves as an independent contractor for North Atlantic Investment Partners, a support company affiliated with his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

John Dolloff is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for the Maine Audubon Society. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He is an advisor at One Day In July LLC in Burlington, VT, where he has worked since 2023. Prior to joining the firm, he held roles at the University of Vermont and Saint Michael's College. Outside of advising, Matthew is involved in facility valuation and market research as an owner of a self-storage business in Colchester, VT. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs and offers a distinct environmental investing option that screens funds by carbon intensity and fossil fuel reserves.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation. He has worked at Fisher Investments since 2023 and previously was involved with FIBA Basketball and East Stroudsburg University. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware processes and defensive tactics to manage risk and positioning.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.