Penobscot Financial Advisors

James Bradley is a CFP® and CFA® with 28 years of experience in the financial services industry. He has worked at Penobscot Financial Advisors since 2011 and previously held roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Outside of finance, he is a flight instructor and pilot at Maine Coastal Flight Center and serves as Treasurer and volunteer board member for Hospice Volunteers of Hancock County. Penobscot Financial Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth management and standalone financial-planning services.

Samuel Chaplin is a financial advisor at Penobscot Financial Advisors in Portland, ME, holding a Series 65 designation with seven years of industry experience. He has been with Penobscot Financial Advisors since 2018 and previously worked at Stone Coast Fund Services from 2015 to 2017. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-faceted investment approach with a long-term orientation and offers specialized services including fiduciary support for employer plans and educational seminars.

Rebecca Schuman is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Penobscot Financial Advisors in Portland, ME, where she has worked since 2023. Prior to joining Penobscot, she was employed at Stone Coast Fund Services and the University of Maine. Penobscot Financial Advisors offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm uses a comprehensive investment process combining multiple analytical approaches with a long-term orientation and continuous monitoring.

Yelshaday Gebreselassie is a financial advisor at Penobscot Financial Advisors in Portland, ME, holding a Series 65 credential. Gebreselassie has been with Penobscot Financial Advisors since 2024 and has prior experience at Cross Insurance, Bonney Staffing, Machias Savings Bank, and the University of Maine. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as a fiduciary and employs a comprehensive investment process combining multiple analysis methods with a long-term orientation and continuous monitoring.

Tyler Hafford is a financial advisor at Penobscot Financial Advisors in Bangor, ME, with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Prior to entering the financial industry, he spent six years at Maine Pretrial Services. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-disciplinary investment approach with a long-term orientation and offers both comprehensive wealth-management retainers and standalone planning engagements.

Craig Joncas is a CFP® with 16 years of industry experience, currently serving at Penobscot Financial Advisors. He worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2014 to 2017 before continuing his tenure at Penobscot since 2008. Outside of advisory work, Joncas is involved in managing commercial real estate through ownership in two property-related LLCs. Penobscot Financial Advisors is a team-based firm offering wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a multi-faceted investment approach with a long-term orientation and provides fiduciary services, including specialized programs for university employees and employer-plan fiduciary support.

Elizabeth Mc Kay is a CFP® professional with six years of industry experience. She is currently with Penobscot Financial Advisors, where she has worked since 2022, and also has experience at Coats Financial Planning. Penobscot Financial Advisors provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple analytical approaches in its investment process and offers specialized programs, including a limited-scope retirement advice service for University of Maine employees and employer-plan fiduciary support.