Portland, ME Office

Philip White is an advisor at Steward Partners Investment Advisory, LLC based in Portland, ME, holding a Series 66 credential. He has one year of industry experience and previously owned CU Accelerator, LLC, a consulting firm serving credit unions. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Adam Dunbar is a financial advisor with Steward Partners Investment Advisory, LLC in Portland, ME, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as a board member of St. Dominic Regional High School in Auburn, ME. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ralph Good III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. He is a member of the investment committee for Waynflete School, where he contributes to monitoring the school’s investment policy and reporting recommendations to the board. Steward Partners Investment Advisory is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations through a variety of portfolio management and financial planning services.

Michael Nadeau is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at Steward Partners Investment Solutions, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. He is based in Portland, ME. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Jacqueline Gervais is a financial advisor with Steward Partners Investment Advisory, LLC in Portland, ME, holding a Series 66 designation and 26 years of industry experience. Her career includes roles at Steward Partners entities since 2019, as well as previous positions at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individual, institutional, and charitable clients nationwide. The firm offers discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers, providing a range of advisory and consulting services.

Alex Robert is a financial advisor with Steward Partners Investment Advisory, LLC in Portland, ME. He holds a Series 66 credential and has one year of industry experience. Prior to joining Steward Partners, he worked at AlphaSights and State Street Global Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing roughly $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.

James Nylund is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Clearing. Nylund serves on the finance committee of Sweetser, a nonprofit organization, where he monitors financial progress and budgeting. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations by offering a range of investment advisory, financial planning, and managed account programs.

Christine Balfour is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Raymond James Financial Services, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both discretionary and non-discretionary portfolio management solutions.