Cody Briggs

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

Andrew Norris is a financial advisor at AMWH Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lazard Asset Management and Hollow Brook Wealth Management, where he also serves as a board member. Outside of advisory work, he is a joint owner of a real estate development business. AMWH Asset Management provides portfolio management and advisory services to individual investors, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a mixed analytical approach, including fundamental, technical, and charting analysis, and offers tailored investment programs that may be managed on a discretionary basis.

Paul Dyer is a financial advisor at Optivise Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management, Vine Family Office, Fusion Capital Management, and Legacy Insurance & Financial Advisors. Outside of advising, he is involved in several entrepreneurial ventures including tax preparation, IT training, business consulting, and charitable fundraising. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors across a range of investment products, offering discretionary and non-discretionary solutions supported by integrated technology and reporting tools.

Chelsie Crane is a financial advisor at Advisory Services Network with a Series 65 credential and four years of industry experience. She previously worked at Clear Path Financial Services and AOS 94. Outside of financial advising, she owns a floral design business, Live Simple Blooms, and assists at Salt Farm Flowers, a cut flower farm. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services, operating primarily through a network of Investment Advisor Representatives who recommend approved products and managers.

Christopher Klenk is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2009. Outside of his advisory work, he serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees for product due diligence and investment advisory oversight.