Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

James Kelly is a Series 65-licensed financial advisor at Northwater Capital with one year of industry experience. Prior to founding Northwater Capital, he worked for 17 years at Stein Mitchell Beato & Missner LLP. Northwater Capital provides investment management primarily to pooled investment vehicles and institutional-style clients, employing a tactical allocation strategy supported by proprietary algorithmic, machine learning, and AI models. The firm combines asset-based management for private funds with project-based hourly consulting services.

Michael Perna is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is the principal of Flying Point Advisors in Freeport, ME, where he has worked since 2021. In addition to his advisory role, Perna provides business consulting, accounting, and tax planning services as a CPA. Flying Point Advisors offers financial planning and portfolio management to individual clients, including high-net-worth individuals, focusing on retirement, tax, investment, and debt planning. The firm employs a long-term, low-cost, index-based investment approach combined with tax-aware strategies and also provides accounting and tax services alongside investment advice.

Brian Dietz is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Portland Financial Planning Group since 1998. The firm provides comprehensive financial planning and investment advisory services to individuals and families, including high-net-worth clients. Portland Financial Planning Group emphasizes long-term, asset-allocation-driven portfolios using low-cost index funds and diversified mutual funds and ETFs, primarily managing client assets on a non-discretionary basis with client involvement in transactions.

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.

Scott Whytock is a CFP® professional with 19 years of experience in financial advising. He is the principal of August Wealth Management, an independent firm based in Portland, ME. His prior roles include work at J. Murphy Asset and Tax Management and managing residential real estate development through Blended Properties, LLC. August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis to guide security selection and focuses on long-term, capital preservation-oriented strategies.

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.

Thomas Biegel is a financial advisor with Black Brook Financial Planning in Gorham, Maine, holding a Series 65 designation and 18 years of industry experience. He has managed Black Brook Financial Planning since 2007 and concurrently serves as CFO of Shaw Brothers Construction, Inc., a sitework construction firm where he has worked since 1988. Black Brook Financial Planning is an independent registered investment adviser providing advisory and discretionary investment management and financial planning services to individuals, trusts, charitable organizations, and corporations. The firm employs a conservative, long-term, value-oriented asset allocation approach tailored to client risk tolerance and is noted for advising charitable and corporate clients.

Dominic Guimond is a financial advisor at Stillwater Investing with a Series 65 designation and five years of industry experience. He has worked at Stillwater Investing since 2020 and concurrently holds a position as a Disaster Recovery Specialist at Tyler Technologies. Stillwater Investing serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and managed investment pools. The firm offers discretionary investment management alongside financial planning and consulting services, employing a combination of buy-and-hold defensive models and active management with fundamental, quantitative, and qualitative analysis.

Jon Wesley Davis is a CFA® charterholder with 15 years of industry experience. He has been with Cornerstone Wealth Planning since 2019 and has also worked with LPL Financial since 2015. He provides investment advisory services through Cornerstone Wealth Planning, an independent registered investment advisor firm. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning. The firm uses a team approach with CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, combining behavioral, fundamental, technical, charting, and cyclical analysis with a generally long-term orientation.

Wayne Schaab is a financial advisor at Gilbert Investment Management in Portland, ME, with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment strategy using passive index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios while managing both discretionary and non-discretionary accounts.

Kevin Li is a financial advisor at Capital Resource Advisors LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, J.P. Morgan Securities, and Morgan Stanley. Before entering the financial industry, he spent five years at the University of Southern Maine. Capital Resource Advisors LLC serves high-net-worth individuals and institutional clients through separately managed accounts and third-party manager relationships. The firm combines fundamental, mutual fund/ETF, and technical analysis to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary management.

Matthew Bennett is a financial advisor with Bennett Selby Investments, L.P. in Falmouth, ME. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Bennett has been with Bennett Selby Investments since 2005. Bennett Selby Investments provides discretionary portfolio management for individual clients, including high-net-worth households, and offers pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm follows a long-term, value-oriented approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Donald Gilbert is a financial advisor at Gilbert Investment Management in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delta Global Asset Management and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment approach combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and both discretionary and non-discretionary account management.

William Pike is a financial advisor at Maine Investment and Planning Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Carroll Harper & Associates Inc. and Foundations Investment Advisors, LLC. Pike is also an associate real estate broker in South Portland, ME. Maine Investment and Planning Services provides investment advisory and portfolio management services to a limited number of individual clients, including high-net-worth individuals. The firm primarily manages client accounts on a non-discretionary basis, focusing on individualized asset management and planning.

William Rice is a CFP® professional with 38 years of experience in the financial services industry. He is the sole advisor at Capital Wealth Planning Services, an independent firm he has led since 2016. Prior to this, he was associated with Sterne Agee and Leach, Inc. and operated WR Rice Financial Services, LLC. Capital Wealth Planning Services provides comprehensive financial planning, hourly consultations, and ongoing portfolio management primarily for individual clients, trusts, estates, and business entities. The firm employs a needs-based, client-specific investment approach emphasizing long-term holdings and generally manages accounts on a non-discretionary basis.

Erico Galvez is a financial advisor at Capital Resource Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab, Merrill, and Bank of America prior to joining his current firm. Capital Resource Advisors LLC serves high-net-worth individuals and provides institutional services through separately managed accounts and third-party manager relationships. The firm’s investment approach integrates fundamental, mutual fund/ETF, and technical analysis to construct diversified portfolios with both discretionary and non-discretionary options.