Investment advisory services are offered by Nate Nichols, an Investment Adviser Representative of Advisory Alpha, a Registered Investment Adviser. Jim Fairfield is not licensed to provide investment advisory services.
Nate Nichols is President of Gosline Retirement Planning and committed to helping hard-working people retire with confidence. He is an Investment Advisor Representative under Advisory Alpha, an SEC Registered Investment Advisor. He also has a life insurance license with the state of Maine. Nate is affiliated with the Ed Slott Elite IRA Advisor Group and has earned Top of the Table honors through the Million Dollar Round Table (MDRT). Nate is eager to continue his education to help retirees and employees understand the most up-to-date knowledge the industry has to offer. Family and community are very important to Nate. He actively coaches youth sports and volunteers within multiple organizations throughout the community. Nate is married with two children and a lifelong resident of central Maine.
Brittany Harrington is the Director of Operations at Gosline Retirement Planning. Brittany has a strong commitment to understanding the unique needs of our clients. She creates meaningful relationships with clients as they plan for retirement and continuing throughout their retirement years. Brittany’s primary role is to coordinate the day-to-day operations of the company. She also handles compliance for the company ensuring that we meet our obligations to our various regulatory bodies. She is always working on continuing education in the industry to best serve our family of clients. Brittany obtained a BA and MS Degree from the University of Southern Maine. She also holds a Maine State License in Life and Health Insurance. Brittany lives in Central Maine and spends her free time exploring the Maine outdoors.
Jake Coan is a Financial Advisor for Gosline Retirement Planning. Jake has extensive customer service experience and is dedicated to serving others. He is an Investment Advisor Representative under Advisory Alpha, an SEC Registered Investment Advisor. He is also licensed in Life, Health, Property & Casualty Insurance making him a well-rounded risk mitigator. Jake is involved in several civic organizations including the Gardiner Rotary Club, a member of the local Mason’s lodge and the Kora Shrine. He currently lives in Gardiner with his wife and two children. Jake is an avid outdoorsman, loves playing guitar and spending time with his family.
Michelle Russell is our Health Services Specialist Account Manager, specializing in Medicare education and enrollment. A graduate of the University of Maine in Orono, she earned her BA in Psychology with a minor in Health Education. She holds a Maine State license in Life and Health Insurance. Prior to joining our team, Michelle spent over two decades working in crisis intervention and health prevention/education roles. She understands how overwhelming and confusing it can be to navigate the healthcare and insurance systems on your own. She looks forward to educating and assisting customers in making quality decisions regarding their various Medicare options. Michelle has strong community ties in Central Maine and is passionate about giving back. She lives in Farmingdale with her fun-loving daughter, Gabby. Outside of work, she loves running, baking, and enjoying the beautiful Maine outdoors.
Kristin is an Executive in Administration at Gosline Retirement Planning. She is a graduate of Kennebec Valley Community College receiving her Associates in Early Childhood Education. Kristin owned a childcare from 2008 to 2017, from there she worked at the local Elementary as an Ed Tech III in Special Education. She loves working with the public, helping people any way she can. She is happy that she can continue to work with the public and work toward helping each and every client from behind the scenes. She joined the Gosline Retirement team, working with her husband Nate, and is eager to grow and serve their clients. She and Nate share a daughter and a son. In her time outside of the office, Kristin enjoys spending time at her children’s sporting events, being outdoors, and working on her photography skills.
Nicole Clavette is an Account Manager at Gosline Retirement Planning. Nicole knows the importance of providing clients quality service. She wants clients to feel confident in the stages of retirement and beyond. Nicole obtained a Bachelor of Science minor in Business from the University of Maine Augusta. Nicole desires to continue her education in the industry to serve clients to her fullest potential. She grew up in Waterville and attended Waterville Schools, and now resides in Sidney with her husband and two children. Outside work she enjoys skiing, fishing, going camping, and truly enjoying family time exploring their beautiful state of Maine.
Patty Grant is the Front Desk Manager at Gosline Retirement Planning. Patty is dedicated to creating a warm and comfortable environment so our clients always feel welcome. Her years of retail banking experience along with several customer service courses have provided her with exceptional customer service skills, which she incorporates into her daily routine. She is always looking for more ways to make our clients feel at home. Patty lives in Chelsea with her husband Ken and their dog Bear. They enjoy spending time at camp, fishing, snowmobiling, and 4wheeling.
Paul Sherman is a licensed Medicare Specialist supporting the customers of Gosline Retirement and Planning and Gosline Insurance. Paul attended Boothbay Region High School and obtained a Bachelor of Science degree from Unity College. Paul holds a Maine State Life and Health License and is also licensed in New Hampshire and Florida. He has had an extensive career spanning over 35 years in the Employee Benefits Business and is now focused exclusively on helping individuals match their Medicare goals and objectives with the most appropriate Medicare plan options available. He loves boating, is an avid fly fisherman, and enjoys golf, and spending time with family and friends.
Paul’s favorite quote is from Winston Churchill: “Success is not final, failure is not fatal: it is the courage to continue that counts”.
Ben Stevens is a Junior Account Manager at Gosline Retirement Planning. He has acquired extensive customer service experience over the years and really enjoys assisting the local community. Ben graduated from Husson University with a Major in Business Administration and a Minor in Marketing. He recently earned his Maine State License in Life and Health Insurance. Ben is currently working towards obtaining his securities license. His primary role is to assist the account managers and help work the front desk. Ben grew up in Randolph and attended Gardiner Area High School. After receiving his degree in Bangor, he returned home to his parents and brother amidst the pandemic. Some of his hobbies outside of work include: hiking, golfing, fishing, and enjoying time with friends or family.
Jim Fairfield is a Consultant with Gosline Retirement Planning and has spent the last 7 years working to help people retire confidently and securely. He has his Life and Health Insurance license with the State of Maine. Jim is a certified Social Security Advisor with the NSSA and has helped many clients navigate the complexities of signing up for Social Security benefits. He also works with our clients to help them understand Medicare and the various options available to them. Prior to joining the company, he was a Senior Vice President for a local bank and worked extensively in finance and accounting. He obtained his BA and MBA from the University of Maine. He has been active in the community by serving as Treasurer of the local Little League and by serving on the local school board.
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Our Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC Registered Investment Advisor.
Steve Jr. is the driving force behind the development and innovation of our investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
Steve Sr. began his career in the financial services industry nearly 40 years ago. He has vast experience working directly with clients and has built a thriving financial advisory practice of his own. Steve Sr. co-leads the Investment Team and is also instrumental in supporting financial advisors based on his extensive experience. Around our offices, he has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for virtually every component of the firm. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.
Jon manages the daily investment research and portfolio management responsibilities for the Investment Team. This includes a broad range of functions such as, asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring. Jon has a diverse background in corporate finance and investment management, but also a strong passion for the industry which is demonstrated by his successful completion of the Chartered Financial Analyst (CFA®) program.
Nick has an unwavering focus on helping clients achieve their financial goals and aspirations by serving as a dedicated financial planning consultant for our advisor partners. As a part of this process, he leads the development and implementation of the firm’s portfolio analysis and planning resources designed to improve the financial situation for clients. With his successful completion of the Certified Financial Planner (CFP®) program, Nick is positioned to craft comprehensive solutions to complex financial challenges that span across all components of the financial planning process.
Brian is responsible for the firm’s trade management processes which includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, and trade execution. With strong attention to detail and dedication to responsiveness and efficiency, Brian also manages our portfolio management system. This system is foundational to all back-office functions including transaction reconciliation, account billing, client reporting, and web access.
Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.
Janine manages our accounting and financial systems, human resource functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.