Nicholas Pye

Christopher Klenk is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2009. Outside of his advisory work, he serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. 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 operates primarily through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees for product due diligence and investment advisory oversight.

Thomas Lott is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he serves on the board of Kids Cooperative Theatre in southern New Hampshire, assisting with seasonal show selection, promotional graphics, and technical theatre support, and participates on the steering committee of FUSION:Bangor, a local networking group focused on community engagement. 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 with third-party managers often having discretionary trading authority within selected models.

Eugene Newton Jr. is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Allen Financial Group and Allen Insurance & Financial. He has been associated with Putnam Investments Putnam Retail Management since 2001. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Robert Stallworth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Daniel Leach is a CFP® with 43 years of industry experience, currently associated with Cetera Investment Advisers and Cetera Advisors LLC. He has worked at IA Associated Financial Planners, Inc. since 1995. Outside of his advisory roles, he owns Daniel Leach Financial Services and Prosperity Advisors LLC, a fixed insurance and financial services business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Stephen Bernstein is a Senior Financial Advisor and co-founder of GBM Wealth Management, a financial advisory team based in New Jersey. Since beginning his career in financial services with Merrill Lynch in 2014, he has developed a team committed to delivering personalized wealth management services to entrepreneurs, executives, retirees, and their families. His approach emphasizes anticipatory service, clear communication, and consistent processes to provide integrated wealth planning and portfolio strategies aligned with clients’ unique needs and goals. Stephen's experience and expertise have been recognized through multiple honors, including listings on Forbes "Best-in-State Wealth Management Teams" from 2023 to 2026, "Best-in-State Wealth Advisors" in 2025, and "Top Next-Generation Wealth Advisors Best-in-State" in 2024. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephen earned his Bachelor of Arts degree in Economics from The University of Miami. Residing in Haddon Township, New Jersey, Stephen is active as the President of The University of Miami Alumni Association – Philadelphia Chapter. Outside of his professional work, he has interests in hiking, traveling—especially to Maine—and spending time with family. He is also engaged in community efforts focused on animal welfare and ecological preservation.