David Williams is the sole advisor at Deer Isle Research & Management, LLC, an independent firm based in Deer Isle, ME. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, all with Deer Isle Research & Management since its founding in 2011. Deer Isle Research & Management provides research-driven advisory services primarily to institutional clients such as investment companies, hedge funds, and other pooled investment vehicles, with limited service to high-net-worth individuals. The firm specializes in concentrated coverage of life-science and healthcare companies, offering fundamental analysis, valuation, clinical-trial modeling, and discretionary portfolio management focused on a select group of companies.

Thomas Chester is a CFP® professional with 26 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He is also affiliated with Allen Financial Group. Outside of his financial advisory role, he provides DJ services through a separate business based in Camden, ME. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, and operational support, enabling them to offer a wide range of investment and insurance products to retail and institutional clients.

J Pierce is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and Allen Financial Group since 2001. He serves as president and owner of Allen Agency Inc., a private entity operating securities and insurance business activities. Additionally, he is an advisory board member of Sebago Technics. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering diverse investment solutions including discretionary model portfolios and personalized indexing options.

Paul Ruane is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes seven years at Deutsche Bank Securities Inc. and multiple terms at Raymond James & Associates beginning in 2016. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients through its Institutional Fiduciary Solutions division.

Lawrence Eaton is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his capabilities in delivering personalized financial guidance. Lawrence earned his Bachelor's Degree from Florida Atlantic University.