Trent Cunningham

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.

Lloyd Hall is a financial advisor at Samara Financial, Inc. in Portland, ME, holding a Series 65 designation with eight years of industry experience. He has worked at Samara Financial since 2017 and previously at Disability Reinsurance Management Services, Inc. from 2008 to 2018. Outside of his advisory work, he manages a short-term rental property business under Acer Property Management. Samara Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm emphasizes fundamental analysis to build customized portfolios aligned with clients’ cash needs, tax status, and values, typically including individual stocks, fixed income, ETFs, and selected MLPs and REITs.

Joel Gold is a CFP® certificant with 20 years of experience in financial advising. He is the sole advisor at The Gold Company, an independent firm based in Portland, Maine. Gold is also a tenured finance professor at the University of Southern Maine, where he has taught since 1973. The Gold Company serves individual clients with hourly consultations, written financial plans, investment advice, and portfolio management on a fee-only basis. The firm employs a non-discretionary, value-oriented investment approach focused on diversification, tax considerations, and a buy-hold-sell strategy.