Jessica Putnam

Bradley Mccurtain is a financial advisor at Maine Securities Corporation with 48 years of industry experience. He has been with Maine Securities Corporation since 1985. Outside of his advisory role, he is the sole owner of a coffee importing business that sells green and roasted coffee in the United States. Maine Securities Corporation provides investment advisory and portfolio management services primarily to individual clients, with a focus on quantitative value investing and the use of listed options for income and hedging. The firm operates a combined RIA and affiliated broker-dealer structure, offering discounted commission rates and occasional underwriting roles, along with an affiliated life and health insurance agency.

Donald Daniels is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Deutsche Bank. Daniels has been with Daniels D'Amelio Investment Management Group since 2019. Daniels D’Amelio Investment Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individual investors and employer-sponsored retirement plan sponsors. The firm manages approximately $45 million in assets and employs a combination of fundamental, technical, quantitative, and sector analysis to construct and monitor individualized portfolios. It also offers employer retirement-plan consulting and corporate services, including tax and corporate-structure advice.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Inc. Simmons also operates Simmons Financial, a financial services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Gwfs Equities, Inc. Welch serves on the Board of Directors for Derry Pathfinders, a nonprofit snowmobile club, where he helps approve the club’s direction. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its planning approach.

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Trent Cunningham is a financial advisor with key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. He has been with key Investment Services since 2009. Outside of his advisory role, he serves as secretary and treasurer of the Orion Way Road Association, a local private road maintenance group. 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 primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.