Dana Steven 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 Springvale, ME, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also an Enrolled Agent and conducts tax preparation as an outside business activity. Chess Financial Planning provides holistic financial planning, tax-aware advice, and portfolio management primarily for middle-income individuals, personal business owners, and very small businesses. The firm uses a predominantly non-discretionary approach and combines fundamental, technical, and cyclical analyses with both passive and active investment strategies, integrating tax planning and regular risk assessments.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Motley Fool Wealth Management and Fidelity Brokerage Services. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, alongside individual securities and alternatives, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

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 Wealth, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating a wide range of investment products.