Comprehensive Wealth Advisors Brian Bernatchez, CFP® President 207-873-2200 207-873-2888 email@example.com Brian is the founder and managing principal of Golden Pond Wealth Management. A graduate of Thomas College, he has been a financial advisor since 1989 and has been a CFP® (Certified Financial Planner™) since 1996. Brian specializes in retirement planning and comprehensive wealth management for affluent families and individuals and investment/endowment management services for many of Central Maine’s non-profit institutions. Most recently, Brian has been named to Forbes BEST-IN-STATE Wealth Advisors in Maine*, he was named the Mid-Maine Chamber of Commerce Business Person of the Year in 2006** and has been a member of LPL’s Chairman’s Council since 2014***. He currently serves on the Board of Trustees of Thomas College, the Board of Directors of Maine Community Foundation and is Vice President of the Founders Club at the Alfond Youth & Community Center. Brian has previously served on the boards of the Mid Maine Chamber of Commerce, the Belgrade Lakes Association, the Belgrade Lakes Business Group, the Inland Hospital Foundation, the USA Field Hockey Advisory Club Task Force and is the founder and retired coach of the Maine Majestix Field Hockey Club. Brian is a regular contributor to the Maine Seniors Magazine. Brian lives on McGrath Pond in Belgrade with his wife Amy and together they have three children Katie, Kristy and Jack. Brian enjoys boating, waterskiing and entertaining friends and family at the lake in the summer and skiing, snowmobiling and snowshoeing at their Sugarloaf camp in the winter.*FORBES BEST-IN-STATE WEALTH ADVISORS METHODOLOGY 2020-The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.**An award based on membership and contributions to the community and free enterprise system.***An award based on annual production ranking which is reserved for the top 1% of LPL Financial's 16,000 Financial Advisors. Bert Languet, CFP® Vice President 207-873-2200 207-873-2888 Bert@goldenpondwealth.com Bert Languet has worked in the field of financial services since 1989, having worked at State Street Bank (Boston), Waddell and Reed (Boston Area), and The Centennial Group (Lansing, Michigan) prior to moving home to Maine in 1996 when Golden Pond opened its doors. He holds a B.A. from Colby College, an MBA from Thomas College, and is a Certified Financial Planner Practitioner (CFP®). Bert has been published in the Journal of Financial Planning, Maine Seniors, and wrote a monthly column on Socially Responsible Investing for the former Kennebec Business Monthly. He currently serves on the Belgrade Lakes Association Board and is a past president of the Central Maine Youth Hockey Association and the Augusta Kiwanis Club. He has also served on the boards of the Maine Children’s Home, Waterville Opera House, Kennebec Valley Chamber of Commerce, and Maine Center for Public Interest Reporting. Bert’s favorite volunteer projects have been the playgrounds at the Maine General Medical Center and the Mid-Maine Homeless Shelter. He built and maintained an outdoor ice rink at the Alfond Youth Center for several years and was recognized as the “Outstanding Business Professional” by the Mid-Maine Chamber of Commerce in 2012* and the REM “Volunteer of the Year” for the Alfond Youth Center in 2013. Bert has been and continues to be a key figure in the Maine Pond Hockey Classic which benefits the Alfond Youth Center where he is known as the “Iceman” for building and maintaining the rinks on Messalonskee Lake at the Snow Pond Center for the Arts. Bert and his wife, Sara, have been married since 1993 and have three children: Jose’, Gabriela, and Joshua. In addition to his volunteer activities, he enjoys fly fishing, snowmobiling, ice fishing, and spending time at his camp in Lily Bay on Moosehead Lake and his pontoon boat on Great Pond. * Awarded to an area business principal or officer who has displayed solid leadership in setting the positive direction of their company, maintaining integrity, professionalism and vision of the region. Katie Brann Financial Advisor 207-873-2200 207-873-2888 firstname.lastname@example.org Katie is the newest member of our firm. She comes to us after being employed by Stone Coast Fund Services in Portland, Maine as an investor services representative. Katie graduated from Boston University with a B.S. in political science and has passed her Series 7 investment securities license exams and her Series 66 uniform combined state law exam. Katie is currently studying for her CFP® (Certified Financial Planner). She is a member of the KV Connect Steering Committee and the Mid-Maine Chamber of Commerce Marketing & Membership committee. When she can, Katie enjoys skiing, spending time by the lake, and coaching field hockey with the Maine Majestix. She lives in Sidney with her husband, Zach and goldendoodle, Bodhi.