Thomas Griffith

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.

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

Ryan Gosline is a financial advisor at Integral Financial Planners in Rockport, ME, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF Individual & Institutional Services and Tiaa from 2015 to 2023. Integral Financial Planners provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm emphasizes tax-efficient, diversified portfolios based on Modern Portfolio Theory and offers modular planning covering retirement, education funding, cash-flow management, and Social Security strategies.

Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.

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.