Gardiner, ME Office

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.

Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Donald Riddle is a financial advisor at J.M. Arbour, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history with Fidelity Investments and Bank of America, including Merrill. J.M. Arbour serves individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm utilizes model portfolios from sub-advisers and third-party providers and offers strategies such as direct indexing, derivatives, and securities-backed lines of credit.

Nicholas Sickinger is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Murphy Karpie Connelly & Sickinger, LLC and teaching positions at Colby College, Joel Barlow High School, and John Read Middle School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages model portfolios primarily through sub-advisers and third-party providers and serves as investment manager for series-structured private funds.

William Cummings is a financial advisor at J.M. Arbour, LLC with eight years of industry experience. He has held roles at Foundations Investment Advisors, TD Bank, and Axa Advisors, and also served in positions at Rochester Institute of Technology. Outside of his advisory work, he is the president and founder of W. Sinclair Holdings LLC, a benefit counseling and business consulting firm. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, and sub-advisory services, employing model portfolios and strategies such as direct indexing and options.

Gavin Stern is a financial advisor at J.M. Arbour, LLC with a Series 65 credential and one year of industry experience. Prior to joining J.M. Arbour, he held positions at the Hudson Institute and worked at various educational and recreational organizations. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and serving as investment manager for series-structured private funds. The firm utilizes sub-advisers and third-party model providers to implement client strategies and is notable for managing private credit and venture fund series with performance-based allocations.

James Lowell is a financial advisor at J.M. Arbour, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Clark Insurance. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm manages discretionary portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.