William Cevallos

Melissa Holmes is a CFP® professional with eight years of experience in financial advising. She is the principal of Black Harbor Financial and also operates Whitt Law, a sole proprietorship providing estate planning, elder law, and business law legal services. Prior to founding Whitt Law in 2016, she worked at Griffin Law Offices from 2012 to 2016. Black Harbor Financial offers customized financial planning, discretionary asset management, and pension plan advisory services to individuals and small-business retirement plans. The firm emphasizes asset allocation and diversification through low-cost funds, provides ongoing plan reviews, and serves as a Section 3(21) co-fiduciary for 401(k) plans.

William Goldenberg is the sole advisor at Shoreline Capital Corporation in Boothbay Harbor, ME, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Shoreline Capital since 2001. Shoreline Capital Corporation provides personalized, discretionary portfolio management primarily to high-net-worth individuals and associated trusts. The firm employs a fundamental, value-based equity selection process and manages concentrated portfolios, maintaining a small client base to allow for focused oversight by its principal advisor.

William Westfield is a CFP® professional with 17 years of industry experience, currently serving as an advisor at August Wealth Group, Inc. in Bristol, ME, where he has worked since 2009. He is also a licensed insurance agent. August Wealth Group is a small advisory firm serving individuals, families, trusts, and foundations, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios with a mid- to longer-term outlook and incorporating mutual funds, ETFs, and occasionally individual stocks and bonds.

Brandon Clark is a financial advisor at Rossby Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Ameriprise. Outside of his advisory role, he is the owner of Reexamine Wealth LLC, where he provides leadership and mindset coaching. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering portfolio management, financial planning, and retirement consulting with a range of investment approaches tailored to client risk tolerance and objectives.

Jacob Oliver is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC prior to joining Creative Financial Designs. Outside of his advisory role, he owns and operates Oliver Woodworking & Design, a woodworking and contracting business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Edmund Broomhead is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016, with prior experience at Merrill and Bank of America. Outside of his advisory role, he serves as an assistant coach for the girls’ lacrosse teams at Barrington High School in Rhode Island. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management via Janney Capital Management.