Zachary Rubin

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 the principal of Parzych Financial Planning, LLC, an independent firm based in Saco, Maine. He holds the CFP® designation and has 20 years of industry experience, including over two decades at Fidelity Investments. He also operates Parzych Tax Services, LLC, providing tax-related services alongside his advisory work. Parzych Financial Planning offers discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm uses a combination of technical, quantitative, and fundamental analysis to guide investment decisions, and it may employ third-party managers and discretionary trading under a 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.

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.

David Mongeau is a financial advisor at Chess Financial Planning LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also involved in tax preparation as an outside business activity. Chess Financial Planning provides holistic financial planning, tax-aware advice, and portfolio management to middle-income individuals, personal business owners, and small-employer retirement plans. The firm combines passive and active investment approaches, integrates tax considerations into its strategies, and offers both discretionary and non-discretionary services, typically delivered online.

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.