Evelyn Blum

Nancy Schultz is a financial advisor with Schultz Retirement Income Solutions, Inc. in Rockland, ME, holding a Series 66 designation and 22 years of industry experience. She has worked at her current firm since 2010 and previously at J Edward Knight Senior Advantage, LLC from 2021 to 2025. In addition to advisory services, she is involved in insurance sales, dedicating approximately 10% of her time to this activity. Schultz Retirement Income Solutions provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental analysis with a long-term investment approach to create customized portfolios and written investment policy statements, offering both discretionary and non-discretionary engagements.

James Heavey is the sole advisor at James Heavey Wealth Advisors, LLC in Rockport, ME, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Foresters Equity Services, Inc. for six years and has been involved in insurance sales since 2007. James Heavey Wealth Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals and business clients. The firm uses a combination of third-party model portfolios, fundamental analysis, and Modern Portfolio Theory to build customized portfolios and also serves charitable organizations and pension or profit-sharing plans.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Maine Advisory Associates, Inc. for five years. Outside of finance, he owns and operates Disc Master DJ Services, an entertainment business he has managed since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning primarily to individual clients. The firm employs both fundamental and technical analysis to construct portfolios, focusing on longer-term holdings with periodic rebalancing, and emphasizes mutual funds tailored to clients’ risk tolerances and investment restrictions.

Daniel Pease is a financial advisor at Maine Investment and Planning Services, LLC with credentials including Series 63 and Series 65 licenses. He has been with the firm since 2026 and has additional business experience through his long-term involvement with Rock Harbor Brewing Company and Rock Harbor, Inc. outside of his advisory role. Maine Investment and Planning Services focuses on providing investment advisory and portfolio management services to a small number of individual clients, including high-net-worth individuals. The firm primarily manages client accounts on a non-discretionary basis, emphasizing individualized asset management and planning within a very small client base.

William Westfield is a CFP® professional with 17 years of industry experience, currently serving as an advisor at August Wealth Group, Inc. in Bristol, ME, where he has worked since 2009. He is also a licensed insurance agent. August Wealth Group is a small advisory firm serving individuals, families, trusts, and foundations, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios with a mid- to longer-term outlook and incorporating mutual funds, ETFs, and occasionally individual stocks and bonds.

Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.