CFP®-certified financial advisors in Portland, ME

Zeke Hall is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience and holds the Series 66 designation. Prior to joining Voya in 2020, he worked at Financial Benefits Services Corp and Raymond James Financial Services from 2014 to 2019. He is also active as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, wrap programs, and third-party money manager access, primarily delivering advice through recommendation-based relationships rather than discretionary management.

James Tyrrell Jr. is a financial advisor at OSAIC with the ChFC® designation and over 53 years of industry experience. He was previously associated with Securities America Advisors, Inc. for 10 years. Outside of his advisory role, he has been involved in life and health insurance sales since 1979. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jennifer Kimborowicz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Hannaford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tucker Landry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His background includes roles at MassMutual Life Insurance Co and various hospitality and service businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations through collaborative, ongoing planning relationships.

Damien Saccani is a CFP® professional with 12 years of industry experience. He is the sole advisor at Maiden Cove Capital, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and GWM Advisors, LLC. Maiden Cove Capital is a boutique, fee-only registered investment adviser serving individuals, trusts, retirement plans, and business entities. The firm employs a tactical allocation framework with a buy-and-hold orientation and offers services that include discretionary portfolio management, financial planning, business consulting, and retirement plan advisory.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.