John Fontana Jr.

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.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC. 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 non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network and Casco Bay Wealth Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth Financial Network since 2008 and Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Goldsmith is the owner and operator of Rocky Ridge Farm and serves as a selectman for the Town of Lovell, Maine. He also provides emergency medical technician services to local ski patrol and rescue organizations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the Commonwealth platform have discretion to build portfolios using a broad range of securities and insurance products, supported by the firm’s Investment Management and Research team, which manages discretionary model portfolios and offers various advisory program structures.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Eric Tierno is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones during multiple periods, as well as at Measured Wealth Private Client Group, LLC, Sugar River Bank/LPL Financial, LLC, FlowBelow, and Avidyne. Outside of his advisory role, he is president and a part-owner of TGAAP INC, a corporate entity holding an aircraft jointly owned with a business partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.