Sage Duguay is a financial advisor at Wealthy With Intention with a Series 65 credential and no prior industry experience. He has worked as a consultant analyst for ResourceWise, providing data analysis and strategic consulting in the pulp and paper industry, and owns a separate business offering general financial education seminars. Wealthy With Intention provides fee-only financial planning services to individuals and high-net-worth clients through project-based and ongoing engagements. The firm does not manage investments or take custody of assets but offers investment recommendations tailored to clients’ risk tolerance and time horizon, using a mix of passive and active strategies.

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.

Ronald Merrill is a financial advisor at Prosperity Wealth Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, Inc., Voya Financial Advisors, Securities America Advisors, Inc., and Wall Street Financial Group. Merrill is also an independent insurance agent specializing in fixed insurance products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment approach that includes fundamental, technical, charting, and cyclical analysis, with ongoing oversight of recommended third-party managers.

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.

Anima Nikonthet is a CFP® professional with one year of experience at Encompass More Asset Management LLC. She has a background that includes roles at PricewaterhouseCooper LLC and operates Anima CPA, where she provides tax services as a director. Additionally, she owns and manages several restaurants, including Asian Cafe, Asian Noodle Bowl, and Splash of Thai, overseeing daily operations, marketing, human resources, and financial management. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Dean Jackman is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise and community-focused positions such as at Kennebec Valley Community Action Program. He is also involved with Fourteen Forty Financial, LLC, managing an advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while delivering discretionary model portfolios and customized program structures.

Stephanie Fecteau is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at MainePERS for 26 years and has been an agent with Agia since 2022. Outside of her advisory role, she serves as treasurer for the Central Maine Babe Ruth League and is an independent beauty consultant for Mary Kay, Inc. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and operates at scale with over 1,200 advisors.

Christopher Beaulieu is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has previously worked at Mathews Brothers and Allen Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and back-office provider to affiliated advisors.

Kenneth Nott is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2006 and is a co-owner of Duncklee & Nott, a private entity facilitating securities, advisory, and insurance business. Outside of his advisory work, he coaches junior varsity girls' soccer in Farmingdale, Maine. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and back-office support. The firm offers multiple portfolio management options and distinct program structures, supporting advisors with operations, technology, compliance, and practice management.

Erika Barden is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she held various roles in the hospitality industry. She is also an insurance agent with Bankers Life & Casualty, Inc., licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Lucas Mc Daniels is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Key Investment Services and KeyBank since 2015. Outside of his advisory role, he is a landlord for an apartment above his home in Randolph, Maine. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and collaborates with third-party managers such as BNY Mellon Advisors, Inc.

Cliff Hannon is a financial advisor with Commonwealth Financial Network in Waterville, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with Commonwealth and Four Seasons Wealth Strategies since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a broad range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team, and operates as a back-office and platform provider to affiliated advisors.

Christian Bishop is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Commonwealth since 2002 and has been with Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Bishop is an author of the book "Hidden Cash Uncovered," provides tax preparation and consulting services, and serves as a ballot clerk for the Town of Belgrade. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Stephen Meidahl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in clergy activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, compliance, and practice-management support while offering discretionary model portfolios and customizable program structures.

Christopher Steiner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at LPL Financial and Edward Jones. He is involved in other business activities including ownership of Steiner Financial and serving as an Investment Advisor Representative at Prime Financial, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

William Paradis is a financial advisor with Cambridge Investment Research Advisors in Waterville, ME, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Raymond James Financial, Modern Woodmen of America, and Four Seasons Financial. He serves as treasurer for the Mid-Maine Homeless Shelter and contributes as a book reviewer for Faith Church. 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 various account platforms and third-party strategists.

David Farago is a financial advisor with Ameriprise Financial Services, LLC in Manchester, ME, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Federal Distributors before joining Ameriprise in 2020. Outside of his advisory role, he co-owns a franchise business focused on indoor simulation golf and serves on the board of directors for Spectrum Generations. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations delivered by a centralized consulting team in partnership with clients’ advisors.