Aaron Rugh is a financial advisor at RM Financial Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RM Financial Services since 2006, including prior roles at PKS Investments and Next Financial Group, Inc. He serves as a board member of the Down East Yacht Club, a nonprofit organization. RM Financial Services provides discretionary investment management, financial planning, and retirement consulting to individuals, trusts, charities, pension plans, and businesses. The firm manages customized portfolios using mutual funds, ETFs, individual securities, and alternative investments, and offers pension consulting services including plan-level support and participant education.

Mark Macleod is a financial advisor at RM Financial Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RM Financial Services since 2007, alongside roles at Next Financial Group Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is the owner and CPA of Bookkeeping Plus Inc., an accounting and tax preparation business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm focuses on fiduciary, long-term investment strategies combining fundamental and technical analysis, and offers unique pension consulting and ERISA-related services.

Cayla Moore is a financial advisor at RM Financial Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and NEXT Financial Group, Inc. In addition to her advisory role, she serves as treasurer for Stone Bar, Inc., a restaurant business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management and retirement advice with a fiduciary approach, combining fundamental and technical analysis in a primarily long-term investment process.