Andrew Norris is a financial advisor at AMWH Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lazard Asset Management and Hollow Brook Wealth Management, where he also serves as a board member. Outside of advisory work, he is a joint owner of a real estate development business. AMWH Asset Management provides portfolio management and advisory services to individual investors, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a mixed analytical approach, including fundamental, technical, and charting analysis, and offers tailored investment programs that may be managed on a discretionary basis.

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he worked at Nexcelom Bioscience for six years and was a full-time student at the University of New Hampshire. Coston, McIsaac & Shea provides investment management and consulting services primarily to individual clients, emphasizing long-term asset allocation using low-cost mutual funds and select dividend-focused equities. The firm employs both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has been with Coston and McIsaac CPA since 2023, following 12 years at M&M Consulting LLC. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading and complex strategies.

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Andrew Shea is a CFP® professional with 23 years of industry experience, currently serving at Coston, McIsaac & Shea Financial Advisors since 2015. He previously worked with Signator Investors, Inc. since 1999. Shea is a member of the endowment committee at Mt. Desert Island Hospital in Bar Harbor, ME. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Ronald Wrobel is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s in Bar Harbor, Maine. His professional activities include providing accounting services and referring clients to investment advisers when appropriate. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities while generally avoiding frequent trading, margin, and options.

Anna Storey is a financial advisor with Empower Advisory Group in Bar Harbor, ME, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior work includes roles at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, JP Morgan Chase Bank, JP Morgan Securities, Ann, Inc., and Paws & Dawgs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Elise Frank is a Series 66-licensed financial advisor with Edward Jones in Bar Harbor, ME, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

George Jellison Jr. is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and MML Investors Services since 2006. In addition to his advisory role, he owns a seasonal commercial fishing business. MML Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a range of investment programs.

Robert Drach is the principal of Drach Advisors LLC, an independent advisory firm based in Blue Hill, Maine. He holds the CFA® designation and a Series 65 license, with 19 years of experience in the industry. In addition to his advisory work, Mr. Drach is an Education Assistant Professor at Maine Maritime Academy and publishes the Drach Market Research Weekly Report, a newsletter analyzing market trends and investment approaches. Drach Advisors provides investment advisory and portfolio management services primarily to individual clients, as well as to a limited number of charitable organizations and corporate clients. The firm employs a discretionary portfolio-management strategy that may include derivatives within separately managed accounts.

Paul Coston is a CFP® with 23 years of experience in the financial services industry. He is a principal at Coston and McIsaac Investment Advisers, LLC and has been involved in related entities, including Coston & McIsaac CPAs since 1987 and Coston, McIsaac, and Partners, Inc. since 2015. Outside of his advisory and accounting roles, he is a co-owner and treasurer of Strawberry Hill Inc., a motel business. Coston and McIsaac Investment Advisers, LLC refers clients to third-party independent managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm operates through a solicitor-only model, coordinating closely with affiliated accounting practices to provide integrated investment referrals and tax consulting services.

Maurice McIsaac is a Series 65 licensed financial advisor with 23 years of industry experience. He has worked at Coston and McIsaac Investment Advisers, LLC since 2001 and at Coston, McIsaac and Partners, Inc. since 2015. McIsaac also provides consulting services for Coston & McIsaac, CPA's, an accounting firm in Bar Harbor, Maine, and refers consulting clients to investment advisers when appropriate. Coston and McIsaac Investment Advisers, LLC serves individuals, retirement accounts, organizations, and trusts by referring clients to third-party independent managers and wrap-fee programs. The firm operates with a solicitor-only structure, integrating accounting services with investment referrals and maintaining ongoing coordination with independent managers.

Patricia Pottle is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, Maine, holding a Series 65 credential and 19 years of industry experience. She also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s, an accounting firm affiliated with her advisory practice. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, employing a long-term asset allocation strategy with an emphasis on low-cost mutual funds and dividend-focused equities. The firm maintains a multidisciplinary structure through affiliations with an accounting practice and an affiliated registered investment adviser.