Robert Corey is a CFP® professional with 23 years of experience in the financial advisory industry. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is a fee-only independent advisory practice serving individuals, high-net-worth clients, trusts, and business entities with comprehensive financial planning, investment advice, and tax preparation. The firm manages approximately $56 million in client assets on a non-discretionary basis, focusing on diversified portfolios using no-load mutual funds and ETFs, and integrates CFP®-level planning with Enrolled Agent tax services.

Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.

Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.

Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.

John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.

Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.

Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.

Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Nicholas Sickinger is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Murphy Karpie Connelly & Sickinger, LLC and teaching positions at Colby College, Joel Barlow High School, and John Read Middle School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages model portfolios primarily through sub-advisers and third-party providers and serves as investment manager for series-structured private funds.

William Cummings is a financial advisor with J.M. Arbour, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. He previously worked at Foundations Investment Advisors LLC, TD Bank, and Axa Advisors, LLC. Outside of his advisory role, he is the president and founder of W. Sinclair Holdings LLC, a benefit counseling and business consulting firm. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, managing portfolios primarily through sub-advisers and third-party model providers. The firm also manages private credit and venture fund series and offers retirement plan consulting.

Nathan Nichols is a financial advisor at GRP Retirement Planning with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Advisory Alpha, LLC and Planners Alliance LLC. Nichols is also president of Gosline Retirement Planning, where he provides insurance services, education, and consulting. GRP Financial Services is an SEC-registered firm that manages approximately $110 million for individuals, businesses, non-profits, and municipal clients through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.

Jacob Coan is a financial advisor at GRP Retirement Planning with a Series 65 designation and three years of industry experience. He has held roles at GRP Financial Services, Gosline Retirement Planning, Advisory Alpha, LLC, Summit Real Estate, and Gosline Insurance Group. Outside of advising, Coan has experience as a real estate sales agent. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.

Lance Harder is a financial advisor with GRP Retirement Planning in Farmingdale, ME, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at multiple firms such as Advisory Alpha, LLC and Pruco Securities LLC. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities with discretionary investment management and financial planning. The firm employs a tailored investment approach and offers employer-sponsored financial education and virtual seminars.

Brittany Cates is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour Wealth Management, she worked at Nale Law Offices for eight years and has been self-employed as an artist since 2020. Outside of finance, she creates oil paintings and is involved in advertising her artwork. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm offers discretionary portfolio management and financial planning, managing client strategies primarily through sub-advisers and third-party model providers, and serves as the investment manager for series-structured private funds.

Gavin Stern is a financial advisor at J.M. Arbour, LLC with a Series 65 credential and one year of industry experience. Prior to joining J.M. Arbour, he held positions at the Hudson Institute and worked at various educational and recreational organizations. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and serving as investment manager for series-structured private funds. The firm utilizes sub-advisers and third-party model providers to implement client strategies and is notable for managing private credit and venture fund series with performance-based allocations.

Troy Knowlan is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Compass Securities Corp. since 2000. In addition to his advisory role, he serves as controller of O'Connor GMC, Inc., where he manages the accounting and finance departments of the auto dealership. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization using a variety of investment vehicles, and operates as a fee-only investment manager.

James Lowell is a financial advisor at J.M. Arbour, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Clark Insurance. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm manages discretionary portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

John Bandstra is a financial advisor at GRP Retirement Planning with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lincoln International and KPMG LLP. GRP Financial Services is an SEC-registered advisory firm managing approximately $110 million for individuals, businesses, non-profits, and municipal entities. The firm offers discretionary investment management and financial planning through a five-advisor team, tailoring portfolios to client goals and providing employer-sponsored financial education and virtual seminars.

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.

Joseph Bean is a financial advisor at Simplicity Wealth with Series 63 and Series 65 designations and one year of industry experience. He has a background in insurance sales through Principled Agency and has been involved in energy sales and property management activities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a model-driven, fund-of-funds investment approach combined with proprietary and third-party model portfolios and provides technology and operations services such as a Managed Account Program and back-office support to advisers and intermediaries.