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Derek T

CFP®, Series 63, Series 65

Scarborough, ME

Conscious Capital

Derek Tharp is a CFP® professional with 14 years of industry experience, currently practicing at Conscious Capital. He has held roles at Robert Baird & Co., Kitces.com, and other firms, and is an Associate Professor of Finance at the University of Southern Maine. Additionally, he is involved in financial product development as Head of Innovation at Income Laboratory, Inc. Conscious Capital provides comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management to individual and institutional clients. The firm employs a combination of fundamental and technical analysis within a core-satellite framework, offers socially conscious investment options, and supports clients through a wrap-fee program and referrals from the Betterment Advisor Network.

Cash flow / budgeting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing
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Braden J

Series 65, Series 66

Scarborough, ME

Conscious Capital

Braden Justice is a financial advisor at Conscious Capital with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Conscious Capital, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked in hospitality and education sectors. Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and institutional clients, offering comprehensive financial planning, retirement-plan consulting, and discretionary portfolio management. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term strategic allocations and offers socially conscious portfolio options alongside traditional investment strategies.

Cash flow / budgeting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing
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Zachery K

Series 65

Scarborough, ME

Conscious Capital

Zachery Kuntz is a financial advisor at Conscious Capital with a Series 65 designation and four years of industry experience. He has worked at PepsiCo since 2015, where he holds the position of Human Resources Manager and is involved in HR transformation projects. Conscious Capital serves individual clients, high-net-worth households, retirement plans, and institutional clients by offering financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management. The firm uses a combination of fundamental and technical analysis with Modern Portfolio Theory for portfolio construction and offers socially conscious investment options, manager due diligence, and educational seminars.

Cash flow / budgeting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing
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