Mary Ann Rodrigue

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® 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.

Mark Ashe is the sole advisor at Educated Investors LLC, holding a Series 65 designation and bringing three years of industry experience. He has worked with the Cape Elizabeth School Department since 2004. Educated Investors LLC serves school employees and their families by providing asset management, financial planning, and education-focused advisory services. The firm uses a predominantly passive investment approach with diversified index funds and ETFs, combining client education with tailored wealth management and planning engagements.

Scott Whytock is a CFP®-certified financial advisor with 20 years of industry experience. He is the principal of August Wealth Management, an independent firm based in Portland, ME, where he has worked since 2010. His prior work includes roles at Aurora Financial Group and J. Murphy Asset and Tax Management. Outside of advisory services, he co-manages residential real estate development through Blended Properties, LLC. August Wealth Management provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to guide security selection, typically managing portfolios on a long-term, discretionary basis while emphasizing capital preservation and personalized financial plans.