Kevin Monroe

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.

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 at Atlantic Coast Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Embrace Home Loans and Salem Advisory Group, LLC. In addition to her advisory role, she maintains a licensed insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, trusts, estates, and small businesses. The firm emphasizes long-term strategies combined with both fundamental and technical analysis, managing portfolios primarily with low-cost mutual funds, ETFs, fixed income, and equity securities while maintaining a high client load.

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.

Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.

Kevin Colley is a CFP® with 27 years of industry experience, currently serving at Salem Advisory Group LLC since 2009. He has been self-employed since 1983. Colley also serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school in Portland, ME. Salem Advisory Group LLC works with individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm provides tailored investment strategies using fundamental and technical analysis, with quarterly account reviews and custody through Charles Schwab.