William Westfield

Evelyn Blum is a Series 65-licensed financial advisor with 18 years of industry experience. She has been the sole advisor at Marshall Point Advisors LLC since 2007. Outside of her advisory role, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business in Port Clyde, Maine. Marshall Point Advisors LLC provides investment management services to individual and high-net-worth clients, maintaining a small, concentrated client roster. The firm employs a disciplined, research-driven investment approach that combines fundamental and technical analysis with tactical portfolio management.

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.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Maine Advisory Associates, Inc. for five years. Outside of finance, he owns and operates Disc Master DJ Services, an entertainment business he has managed since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning primarily to individual clients. The firm employs both fundamental and technical analysis to construct portfolios, focusing on longer-term holdings with periodic rebalancing, and emphasizes mutual funds tailored to clients’ risk tolerances and investment restrictions.

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 Cevallos is a CFA® charterholder with seven years of industry experience. He has been with Jemma Financial Services since 2019 and previously worked at PNC Bank for 22 years. Jemma Financial Services is an SEC-registered advisory firm that manages approximately $146 million for about 347 clients, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm delivers investment advice primarily through model portfolios constructed with ETFs and mutual funds, incorporating financial planning into its portfolio management services.

Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.