Dana Pelkey

Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.

David Mongeau is a financial advisor with Chess Financial Planning LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also a licensed insurance producer and an Enrolled Agent providing tax-preparation services. Chess Financial Planning delivers financial planning and investment advisory services primarily to individual clients and very small employer retirement plans. The firm emphasizes plan-driven investment advice, using low-cost ETFs and mutual funds, and operates on a non-discretionary basis with largely virtual client interactions.

Jared Chase is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Motley Fool Wealth Management, Fidelity Brokerage Services, and other firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, focusing on long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers coordinated tax and advisory services through an affiliated entity.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Heather Martin is a financial advisor with Morgan Stanley in York, ME, holding a Series 63 designation and 15 years of industry experience. Her prior work includes roles at E*TRADE Securities LLC and Stockcross Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Richard Driscoll is a financial advisor at Osaic with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank and Securities America Advisors, Inc. Driscoll is also licensed as a life insurance agent, focusing on annuities and fixed index life insurance. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments and portfolio optimization, supporting a wide range of investment options and advisory programs.