Robert Mark Williams

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.

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.

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.