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 credential and with 21 years of industry experience. He has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Dunbar serves as a board member for 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 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, and managed account services through both proprietary and third-party solutions.

Ralph Good III is a CFP® professional with 26 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held positions at multiple Steward Partners entities since 2019 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Good is a member of the investment committee for Waynflete School, where he assists in monitoring the school’s investment policy and portfolio. 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, as well as pension plans, corporations, trusts, and charitable organizations through a range 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, holding a Series 66 designation and bringing 26 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors. She 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, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

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®-credentialed financial advisor with 13 years of industry experience, currently based in Portland, ME. He has worked with Steward Partners Investment Advisory, LLC and related entities since 2019 and previously held roles at Raymond James Financial Services and Wells Fargo. Outside of his advisory work, he serves on the finance committee of Sweetser, a nonprofit organization. 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, financial planning, and managed account solutions.

Christine Balfour is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors. She is based in Portland, ME and holds Series 63 and Series 66 designations. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.