Jason Margeson

Mary Rodrigue is a PFS™ credentialed financial advisor with 31 years of industry experience. She has been with Kirkwood Private, LLC since 2006, where she is the firm's sole advisor. Kirkwood Private serves a limited number of high-net-worth individuals, families, related trusts, and private charitable foundations, providing comprehensive wealth management that integrates investment oversight with tax, estate, retirement, and trust planning. The firm operates primarily on a non-discretionary basis, emphasizing asset-class diversification and coordinating third-party managers to implement investment decisions.

Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

James Kelly is a Series 65-licensed financial advisor at Northwater Capital with one year of industry experience. Prior to founding Northwater Capital, he worked for 17 years at Stein Mitchell Beato & Missner LLP. Northwater Capital provides investment management primarily to pooled investment vehicles and institutional-style clients, employing a tactical allocation strategy supported by proprietary algorithmic, machine learning, and AI models. The firm combines asset-based management for private funds with project-based hourly consulting services.

Brian Dietz is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Portland Financial Planning Group since 1998. The firm provides comprehensive financial planning and investment advisory services to individuals and families, including high-net-worth clients. Portland Financial Planning Group emphasizes long-term, asset-allocation-driven portfolios using low-cost index funds and diversified mutual funds and ETFs, primarily managing client assets on a non-discretionary basis with client involvement in transactions.

Nicholas Parzych is a CFP® with 18 years of industry experience, currently advising at Fidelity. He has been with Fidelity and its affiliates since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mark Ashe is a financial advisor at Educated Investors LLC with two years of industry experience. He holds a Series 65 designation and has worked with the Cape Elizabeth School Department since 2004, teaching Economics and Investing. Educated Investors LLC primarily serves school employees and their families, offering asset management, financial planning, and education-focused services. The firm employs a predominantly passive investment approach using diversified, low-cost index funds and ETFs, and emphasizes financial education through workshops and written materials.