Mary Rodrigue is a PFS™ credentialed financial advisor with 31 years of industry experience. She has been with Kirkwood Private, LLC since 2006, where she is the firm's sole advisor. Kirkwood Private serves a limited number of high-net-worth individuals, families, related trusts, and private charitable foundations, providing comprehensive wealth management that integrates investment oversight with tax, estate, retirement, and trust planning. The firm operates primarily on a non-discretionary basis, emphasizing asset-class diversification and coordinating third-party managers to implement investment decisions.

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.

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.

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.

Mark Ashe is a financial advisor at Educated Investors LLC with two years of industry experience. He holds a Series 65 designation and has worked with the Cape Elizabeth School Department since 2004, teaching Economics and Investing. Educated Investors LLC primarily serves school employees and their families, offering asset management, financial planning, and education-focused services. The firm employs a predominantly passive investment approach using diversified, low-cost index funds and ETFs, and emphasizes financial education through workshops and written materials.

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.

Derek Tharp is a CFP® professional with 13 years of industry experience, currently serving at Conscious Capital. His background includes roles at Robert W. Baird & Co. and Kitces.com, and he is the owner of Tharp Insurance Solutions, LLC. Tharp is also an associate professor of finance at the University of Southern Maine and serves as Head of Innovation at Income Laboratory, Inc. Conscious Capital provides comprehensive financial planning and wealth management services to individual clients, retirement plans, and institutional clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build long-term strategic allocations, offers socially conscious portfolio options, and participates in the Betterment Advisor Network for platform support.

Braden Justice is a financial advisor at Conscious Capital with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Conscious Capital, he held roles at J.P. Morgan Securities and JPMorgan Chase Bank. Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and institutional clients, offering comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm uses a combination of fundamental and technical analysis with Modern Portfolio Theory to build long-term strategic allocations and provides socially conscious portfolio options alongside manager due diligence and educational seminars.

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.