John Daniels

Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

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.

John Duffy is the sole advisor at Intent Advice, Inc. in Yarmouth, ME, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Broad Cove Capital, Cribstone Capital Management, and Purshe Kaplan Sterling Investments. Intent Advice, Inc. provides consulting and investment-advisory services to a limited client base including high-net-worth individuals, small businesses, charities, endowments, trusts, and estates. The firm offers written financial plans and ongoing advice tailored to each client’s investment profile, typically reviewing clients quarterly, and operates with a fee structure based on negotiated fixed fees and hourly rates rather than assets under management.

Laurie Bachelder is a financial advisor at Freedom Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has led her independent advisory firm since 2012. Outside of advisory services, she is a managing member involved in coordinating real estate development projects. Freedom Wealth Advisors is a single-advisor independent firm serving individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm focuses on non-traditional assets and secured, short-term loans, especially to local real estate developers and alternative assets in self-directed IRAs, managing accounts primarily on a non-discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Alan Eskandari is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Harvest Asset Group, LLC from 2015 to 2022 and has been with Able Money LLC since 2021. Able Money LLC provides integrated financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm emphasizes diversified, asset-allocation driven portfolios using passive ETFs and no-load mutual funds, values-based investing, and planning for retirement transitions.

Scott Whytock is a CFP® professional with 19 years of experience in financial advising. He is the principal of August Wealth Management, an independent firm based in Portland, ME. His prior roles include work at J. Murphy Asset and Tax Management and managing residential real estate development through Blended Properties, LLC. August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis to guide security selection and focuses on long-term, capital preservation-oriented strategies.