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.

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

Ryan Gosline is a financial advisor at Integral Financial Planners in Rockport, ME, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF Individual & Institutional Services and Tiaa from 2015 to 2023. Integral Financial Planners provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm emphasizes tax-efficient, diversified portfolios based on Modern Portfolio Theory and offers modular planning covering retirement, education funding, cash-flow management, and Social Security strategies.

Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.

Briana Andreoni is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 20 years before joining Apollon Wealth Management and Purshe Kaplan Sterling Investments in 2021. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-manager oversight.

William Carr is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 17 years before joining Apollon and Purshe Kaplan Sterling Investments in 2021. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm employs a combined investment approach involving centralized strategy mandates and local portfolio oversight, integrating both quantitative and qualitative methods along with tax-aware tools.

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently a wealth advisor at Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at UBS Financial Services for 22 years. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed strategies with local portfolio decision-making, employing both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.

Lily Khoury is a financial advisor with Commonwealth Financial Network in Appleton, ME, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Allen Insurance & Financial, Main Street Markets, and La Colombe. She is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in constructing client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Christopher Klenk is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2009. Outside of his advisory work, he serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees for product due diligence and investment advisory oversight.

Brian Beaulieu is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Commonwealth and Allen Financial Group since 2012. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Thomas Lott is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he serves on the board of Kids Cooperative Theatre in southern New Hampshire, assisting with seasonal show selection, promotional graphics, and technical theatre support, and participates on the steering committee of FUSION:Bangor, a local networking group focused on community engagement. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs with third-party managers often having discretionary trading authority within selected models.

Eugene Newton Jr. is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Allen Financial Group and Allen Insurance & Financial. He has been associated with Putnam Investments Putnam Retail Management since 2001. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Robin Stanley is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Retirement since 2019. Prior to that, he was employed at Citizens Securities, Inc. and Citizens Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s approach features integrated delivery tied to Empower’s recordkeeping systems and emphasizes long-term portfolio returns and client savings rates.

Sarah Ruef Lindquist is a financial advisor with Commonwealth Financial Network in Camden, ME, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth and Allen Insurance and Financial since 2016 and previously worked with the Maine Women's Fund from 2012 to 2016. Lindquist serves as a director of Rockland Savings Bank, a privately owned local bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm's Investment Management and Research team.

Caitlin Harrington is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has previously worked at Allen Insurance and Financial and has been involved with community organizations such as the Knox County Homeless Coalition and Penobscot Bay YMCA. Outside of financial advising, she is a co-owner of Harrington's OffRoad Crane Service, LLC, a private crane service business in Appleton, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

Meredith Lyon is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and Ameriprise Financial Services. Outside of advising, Meredith serves as a public notary and is president of Meredith Lyon Financial Designs LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Abraham Dugal is a CFP® with 10 years of industry experience, currently serving at Allen Insurance and Financial since 2015. He is affiliated with Commonwealth Financial Network and holds a Series 66 license. Outside of his advisory role, he coaches basketball at Camden-Rockport Middle School. Commonwealth Financial Network is a registered investment adviser supporting a nationwide network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while delivering operational and compliance support to affiliated advisors.

Connie Gardiner is a financial advisor with Edward Jones in Camden, ME, holding a Series 66 designation and having two years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brooks Stevens is a financial advisor with LPL Financial in Belfast, ME, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and combines advisory operations with various non-advisory product activities.

Robert Stallworth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Sage Nash is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, Sage worked at KeyBank, NA and held positions in banking and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jerod Cronkite is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise and Edward Jones. Outside of his advisory work, he has been involved with several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and offers a broad range of investment and planning solutions tailored to client needs.

Georgiana Darie is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise and has a background in the restaurant industry, currently maintaining involvement with Long Grain restaurant. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers both advisory and brokerage services through a large network of investment adviser representatives.

Daniel Leach is a CFP® with 43 years of industry experience, currently associated with Cetera Investment Advisers and Cetera Advisors LLC. He has worked at IA Associated Financial Planners, Inc. since 1995. Outside of his advisory roles, he owns Daniel Leach Financial Services and Prosperity Advisors LLC, a fixed insurance and financial services business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Tyler Curtis Southard is a financial advisor at Edward Jones in Camden, ME. He holds the Series 66 designation and has recent experience at Harbor Builders Associates, WCSH-TV, Locus Weather, and Courier Publications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jesse Bifulco is a financial advisor with LPL Financial, holding a Series 65 credential and five years of industry experience. He previously worked at Penbay Financial, LLC, and has maintained roles with Penbay Estate Planning Law Center, LLC, and Penbay Title LLC. Prior to his financial advisory career, he practiced law as an attorney from 2005 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Stephen Bernstein is a Senior Financial Advisor and co-founder of GBM Wealth Management, a financial advisory team based in New Jersey. Since beginning his career in financial services with Merrill Lynch in 2014, he has developed a team committed to delivering personalized wealth management services to entrepreneurs, executives, retirees, and their families. His approach emphasizes anticipatory service, clear communication, and consistent processes to provide integrated wealth planning and portfolio strategies aligned with clients’ unique needs and goals. Stephen's experience and expertise have been recognized through multiple honors, including listings on Forbes "Best-in-State Wealth Management Teams" from 2023 to 2026, "Best-in-State Wealth Advisors" in 2025, and "Top Next-Generation Wealth Advisors Best-in-State" in 2024. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephen earned his Bachelor of Arts degree in Economics from The University of Miami. Residing in Haddon Township, New Jersey, Stephen is active as the President of The University of Miami Alumni Association – Philadelphia Chapter. Outside of his professional work, he has interests in hiking, traveling—especially to Maine—and spending time with family. He is also engaged in community efforts focused on animal welfare and ecological preservation.

David Bouchard is a financial advisor with Primerica Advisors in Belfast, ME, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Primerica Advisors since 2017 and has prior experience at Isamax Snacks Inc. and Primerica Financial Services dating back to 1991. Outside of advisory services, Bouchard is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee basis rather than fixed fees.

Joshua Brewer is a financial advisor with LPL Financial and Camden National Bank, holding a Series 66 designation and 12 years of industry experience. He has been with both firms since 2015. Outside of his advisory roles, he is involved with Brew RE, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Hilary Giles is a Private Wealth Advisor at Merrill Private Wealth Management, where she leads the Giles Group. She provides strategic advice and tailored financial planning services to a select group of clients, including wealth creators in technology, healthcare, and private equity. Her practice is focused on managing key financial decisions such as selling or transferring a business, participating in initial public offerings, venture distributions, and establishing family philanthropic plans. Hilary has extensive experience advising multi-generational families, emphasizing stewardship and legacy planning across generations. Her expertise includes investment management, liquidity event planning, cash-flow analysis, trust and estate planning services, and the creation and implementation of values-based and philanthropic strategies. She holds the Personal Investment Advisor (PIA) designation. Hilary earned a Bachelor of Arts degree from Georgetown University, graduating Phi Beta Kappa and summa cum laude, and a Master of Business Administration from Columbia University, where she was awarded a merit fellowship. She is also affiliated with the Tarratine Club of Islesboro Maine. Hilary and her husband reside in Portola Valley, California.

Ellen Harris is a financial advisor at Merrill with Series 63 and Series 65 credentials and 52 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2015. Outside of her advisory work, she serves on several nonprofit boards and committees, including roles at The University Club of New York, the Boy Scouts of America Greater New York Councils, Camden Public Library, Sun Valley Museum of Art, and the Ronald McDonald House of New York. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by its integration with Bank of America affiliates and a focus on tax-efficient investment solutions.

Peter Masin Peters is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he spent 19 years working at Peter Ott's on the Water. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Peter Morris is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Morris serves as a board member of the Bucks Harbor Yacht Club and owns a college funding counseling business in Andover, Massachusetts. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and investment strategies.

Thomas Griffith is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2013. He holds a Series 66 license and is based in Lincolnville, ME. Outside of his advisory role, Griffith consults on business financial concerns for a local real estate agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Samuel Estes is a financial advisor with LPL Financial in Camden, ME, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Camden National Bank, Pepsi, and Hannaford. Outside of his advisory role, he is also a notary public. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Kenneth Gardiner is a financial advisor at Edward Jones in Camden, ME, with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in buying and selling antiques through Liberty Tree Folkart and Antiques. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Timothy Poulin is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 credential and previously worked at Lord Abbett for 11 years before joining Edward Jones in 2025. Outside his advisory role, he is involved in managing an Airbnb rental property in Belfast, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles White Jr. is a financial advisor with LPL Financial in Camden, ME, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Ameriprise, Penn Mutual, and Raymond James Financial Services. Outside of his advisory work, he is involved with Cronkite and White, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and portfolio management solutions supported by an in-house research team and a large network of investment adviser representatives.

Glenn Carlson Jr. is a financial advisor with Edward Jones in Belfast, ME, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey O'roak is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following an 11-year tenure at Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Cole Chase is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KeyBank and Unum Life Insurance Company of America. Outside of finance, he has experience running a fitness center. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional platform and multiple program structures.