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.

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.

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.

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.

Joel Brotherton is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2004. Outside of his advisory role, he is involved in managing a condominium rental property in Costa Rica. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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.

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.

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.

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.

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.

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.