Daniel Francis Miles

Jeffrey Bogue is a CFP® professional with 22 years of industry experience, serving as the sole advisor at Bogue Asset Management LLC since 1998. The firm provides fee-only investment advice and financial planning to a range of clients including individuals, trusts, estates, corporations, charitable organizations, and retirement-plan participants. Bogue Asset Management employs a core-and-satellite investment approach that combines passively managed funds with select actively managed funds and tactical adjustments, grounded in Modern Portfolio Theory and global diversification. The firm focuses on nondiscretionary portfolio recommendations and pension consulting services, maintaining annual reviews against documented Investment Policy Statements.

Nicholas Parzych is a CFP® professional with 20 years of industry experience. He is the principal of Parzych Financial Planning, LLC and also operates Parzych Tax Services, LLC. Prior to founding his independent firm, he worked at Fidelity Investments for over 20 years. Parzych Financial Planning serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, offering discretionary portfolio management, investment analysis, financial planning, and consulting. The firm employs a combination of technical, quantitative, fundamental, cyclical, and economic analysis in its investment process, and utilizes third-party managers and discretionary trading under limited power of attorney.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Aries Wealth Management, Marble Trail Advisors, and Purshe Kaplan Sterling Investments. Dirigo Financial serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services. The firm also offers consulting to employee benefit plans, using a fundamental, long-term investment approach tailored to each client’s goals and risk tolerance.

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.

Jennifer Arps is a financial advisor with Atlantic Coast Financial in Kennebunk, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Salem Advisory Group, LLC and Embrace Home Loans. She also maintains a separate insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm manages approximately $59.7 million in client assets across 248 relationships, employing a long-term investment approach that integrates fundamental and technical analysis.

Benjamin Liff is a Series 65-licensed financial advisor at Tributaries Financial Planning LLC in Biddeford, ME, with one year of industry experience. Prior to founding his advisory firm, he held roles in educational consulting and worked with multiple educational institutions and organizations. He is also involved with Haze Zhou Educational Consulting LLC, an educational consulting business. Tributaries Financial Planning LLC is a fee-only advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies tailored to each client’s goals and emphasizes client education through seminars and speaking engagements.