Edmund Broomhead

Michael Perna is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is the principal of Flying Point Advisors in Freeport, ME, where he has worked since 2021. In addition to his advisory role, Perna provides business consulting, accounting, and tax planning services as a CPA. Flying Point Advisors offers financial planning and portfolio management to individual clients, including high-net-worth individuals, focusing on retirement, tax, investment, and debt planning. The firm employs a long-term, low-cost, index-based investment approach combined with tax-aware strategies and also provides accounting and tax services alongside investment advice.

Melissa Holmes is a CFP® professional with eight years of experience in financial advising. She is the principal of Black Harbor Financial and also operates Whitt Law, a sole proprietorship providing estate planning, elder law, and business law legal services. Prior to founding Whitt Law in 2016, she worked at Griffin Law Offices from 2012 to 2016. Black Harbor Financial offers customized financial planning, discretionary asset management, and pension plan advisory services to individuals and small-business retirement plans. The firm emphasizes asset allocation and diversification through low-cost funds, provides ongoing plan reviews, and serves as a Section 3(21) co-fiduciary for 401(k) plans.

William Goldenberg is the sole advisor at Shoreline Capital Corporation in Boothbay Harbor, ME, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Shoreline Capital since 2001. Shoreline Capital Corporation provides personalized, discretionary portfolio management primarily to high-net-worth individuals and associated trusts. The firm employs a fundamental, value-based equity selection process and manages concentrated portfolios, maintaining a small client base to allow for focused oversight by its principal advisor.

Wayne Schaab is a financial advisor at Gilbert Investment Management in Portland, ME, with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment strategy using passive index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios while managing both discretionary and non-discretionary accounts.

Donald Gilbert is a financial advisor at Gilbert Investment Management in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delta Global Asset Management and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment approach combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and both discretionary and non-discretionary account management.

Paul Suyama is the sole advisor at Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Capital Wealth Planning Services since 2016 and at StoneX Securities Inc. since 2012. Capital Wealth Planning Services is an independent registered investment adviser serving individual clients, trusts, estates, and business entities with comprehensive financial planning, hourly consultations, and portfolio management. The firm employs a needs-based approach incorporating fundamental, technical, and cyclical analysis, managing portfolios primarily on a non-discretionary basis with an emphasis on long-term holdings.