Falmouth, ME Office

Matthew Arey is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark Advisers since 2017. Outside of his advisory role, Arey serves as an assistant swim coach at Cheverus High School and is a member of the Portland Regional Chamber of Commerce Finance Committee. He is also a partner at Lebel & Harriman, LP & LLP, where he oversees fiduciary service practices and client acquisition strategies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Joshua Medeiros is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation. He has been with ValMark since 2026 and previously worked at Lebel & Harriman Retirement Advisors. His background includes experience in various roles outside of finance, including work at Flaherty's Family Farm and Quinn's Installation Contractors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Garrett Duchesne is a CFP® professional with eight years of industry experience, currently with ValMark Advisers, Inc. He has previously worked at firms including Fidelity Investments, Morgan Stanley, and UBS Financial Services. He serves on the board of directors for The Kids First Center, a nonprofit organization in Scarborough, Maine. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Micheline Romano is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with ValMark Advisers since 2004 and is also associated with Lebel & Harriman, where she provides financial planning and investment advice. Romano serves as Treasurer for the Scarborough Education Foundation in Scarborough, ME. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms such as ACCESS and Charles Schwab managed accounts.

Philip Harriman is a ChFC®-designated advisor with 46 years of industry experience, currently with ValMark Advisers, Inc. since 2003. His career includes long-term roles at New England Life and Lebel & Harriman of Maine, where he has been active since 1978. He serves as a director of Husson University and hosts a monthly radio show, Inside Maine with Phil Harriman. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, integrating mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic review.

Connor Leonard is a financial advisor at ValMark Advisers, Inc. with a Series 66 designation and three years of experience in the industry. His prior work includes roles at Lebel & Harriman, LLP, Quotient Technology, and The Reynolds & Reynolds Company, as well as four years in full-time education. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Nathan Moody is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and seven years of industry experience. He has worked at Valmark Securities, Inc. and ValMark Advisers since 2020 and is an equity partner and retirement plan advisor at Lebel & Harriman, LLP. Moody serves on the Board of Directors for the Healthcare Purchaser Alliance of Maine and is a member of the Maine Retirement Savings Board of Trustees. ValMark Advisers offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation and provides proprietary platforms, third-party manager programs, and comprehensive support services.

Nathan Chisholm is a financial advisor with ValMark Advisers, Inc. who holds Series 66, Series 65, and Series 63 registrations and has seven years of industry experience. His prior roles include positions at Gilbert Investments, Stone Coast Fund Services, and Personal Capital Advisors. In addition to his advisory work, he serves as a Senior Retirement Counselor at Lebel & Harriman LLP. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients through a network of investment advisory representatives. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Christopher Klimash is a financial advisor at ValMark Advisers, Inc. with 28 years of industry experience. He holds the Series 66 designation and has worked at ValMark Securities, Inc. and ValMark Advisers, Inc. since 2015, as well as RBC Capital Markets since 2009. Klimash also serves as a retirement advisor at Lebel & Harriman, LLP. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with proprietary platforms and sub-advisory services.

Jennifer Lebel is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with ValMark Advisers since 2009 and Valmark Securities since 2007. Outside of her advisory role, she serves on the Board of Directors for the Animal Welfare Society, a nonprofit animal shelter in Kennebunk, ME. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, alongside proprietary platforms and fee-based planning services.

Rebecca Burchill is a ChFC® credentialed financial advisor with 28 years of industry experience. She is currently with ValMark Advisers, Inc. and has held roles at Valmark Securities, Inc. and Lebel & Harriman. Burchill serves as President of the Maine Estate Planning Council, a professional organization of lawyers, accountants, and financial advisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, with oversight and rebalancing performed regularly.

Caleb Rand is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and currently based in Falmouth, ME. He has one year of industry experience, with prior roles at Lebel & Harriman Retirement Advisors and Bank of America. Outside of finance, he has experience in the food and service industry and worked at the University of Maine. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and back-office services.

Melissa Paione is a financial advisor with ValMark Advisers, Inc. in Falmouth, Maine, holding the Series 66 designation and two years of industry experience. She previously worked at Cornerstone Wealth Planning and LPL Financial LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, with implementation primarily through mutual funds, ETFs, and separate-account managers.