Top factor investing / smart beta financial advisors 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.

Jac Arbour is a financial advisor with J.M. Arbour, LLC, holding the CFP®, ChFC®, and Series 65 credentials and has 10 years of industry experience. He has worked at J.M. Arbour, LLC and J.M. Arbour Wealth Management since 2016 and previously at Foundations Investment Advisors. Outside of his advisory role, he is involved in personal development coaching and serves as CEO or owner of several non-investment-related businesses, including a SaaS company, an international sourcing firm, and ventures focused on outdoor gear and financial literacy applications. J.M. Arbour serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and investment management for private funds, typically implementing client objectives through model portfolios with ongoing supervision and customizations.

Tural Nadirli is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and has held roles at Infinity FCU and the University of Southern Maine. He also serves as an independent contractor for North Atlantic Investment Partners, a support company connected to his work through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor investment recommendations and supports municipal and public-finance advisory work.

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.

James Olson is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets from 2007 to 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.