Harborview Advisors is a Maine based wealth management firm serving clients throughout Maine and throughout the US. We offer both financial planning and investment management services. “To view our firm’s full disclosures, please visit: www.wealthshieldpartners.com/social-media-disclosure” https://wealthshieldpartners.com/social-media-disclosure

Specializes in Operations Support Services for BerryDunn Wealth Management.Jess joined the client services team in October of 2007 as a Paraprofessional and works closely with the other members of BerryDunn Wealth Management to set up and maintain our clients’ financial and investment plans in a timely and seamless fashion. Jess’s position allows her to work closely with each of our clients. Her attention to detail and follow-through ensures that our clients’ investment accounts and financial plans continue to run smoothly and that all clients’ needs are met promptly. Jess holds her FINRA Series 6 Registration through Commonwealth Financial Network.Experience Highlights:• Client Services for both individual financial planning clients and retirement plans • Client support for all insurance services• Data coordination and input for investment analysis and portfolio reviews• Oversees maintenance and functionality of client information databaseSecurities offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org.This communication is strictly intended for individuals residing in the state of ME. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.BerryDunn Wealth Management 100 Middle Street, Portland, ME 04101. (207) 541-2200 Please review our Terms of Use here: www.commonwealth.com/termsofuse

For nearly three decades my team and I have provided robust financial plans and diverse investment management to our clients. Continuing to grow and learn with the industry while providing high quality service to our clients and being a valuable resource is our ultimate goal.

Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor. If you would like a copy of our current brochure and supplement please contact the office. Please visit our website for additional disclosure. https://www.affinityinvestmentgroup.com/disclosure Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, investment, and planning techniques in order to provide you with the best financial advice for your particular situation.

For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion and accountability. Deeply engaged and with genuine compassion, our team partners with clients and their loved ones to enable a better “return on life”. We are immensely proud to have earned the trust of multiple generations of the families we serve. Seascape Capital Management is an independent, boutique wealth management firm that specializes in working with high-net-worth individuals, families, and businesses to understand their priorities and achieve their financial goals. Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide: • Financial Planning • Investment Management • Retirement Planning • Tax and Estate Planning • Business Owner Strategies • Divorce Financial Analysis Disclaimer: This company profile does not provide investment advice, nor does it contain an offer to provide investment advice.

At AFGAS, our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else. Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life. We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy. With offices in Virginia and North Carolina, we work with wealth management clients across the U.S. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

We are an independent financial services firm specializing in wealth management, retirement, insurance & tax planning. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Innova Financial Wealth & Insurance Advisors and Securities America are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosure.

Gained experience of the day-to-day operations of a Financial Planner by participating in example meetings of retirement portfolio allocation processes, risk tolerance, investment objectives, and assessing personal circumstancesAdministrative work such as assembling new client questionnaire booklets Replenished data on word and excel spreadsheets regarding ratings on frequently used bonds and funds

Brandt Wealth Advisors is a financial planning practice that invests in your happiness as much as your net worth. We help you plan for what you value most and provide you with financial guidance as you make your way through life. The advisor representative of NewEdge Advisors, LLC is also a registered representative of and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’. Investment advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Brandt Wealth Advisors and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Brandt Wealth Advisors unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity as to accuracy or completeness.

Essex Aviation Group, Inc. was founded in 2013 with the primary goal of providing clients with the most current industry knowledge and experience, a vital component in evaluating the many options available to meet their business and private aviation transportation needs. Essex has experience advising and representing clients in a wide range of services, including: New or pre-owned aircraft acquisitions, new aircraft completion management, pre-owned aircraft refurbishment and upgrade management, block and ad hoc charter services and more.

Helping people improve their lives through financial planning and wealth management. We serve professionals, business owners, and others committed to building a secure and fulfilling future. We are especially focused on guiding clients through the complex decision making that accompanies the transition into retirement. The Foundry Financial Group, Inc. is a Registered Investment Advisor.