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.

I've known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University. In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most - in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice. These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body's intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all! When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Abbott Elementary, skiing or mountain biking with my partner and kids, leading women-only small group trips to places like Paris and Japan, and fighting the patriarchy.

Nicholas Parzych is a CFP® with 18 years of industry experience, currently advising at Fidelity. He has been with Fidelity and its affiliates since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aries Wealth Management, Marble Trail Advisors, and Raymond James & Associates. Dirigo Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as consulting for pension and employee benefit plans. The firm’s investment approach focuses on fundamental analysis and long-term strategies, integrating financial planning and pension consulting into its advisory process.

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.

Jennifer Arps is a financial advisor at Atlantic Coast Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Embrace Home Loans and Salem Advisory Group, LLC. In addition to her advisory role, she maintains a licensed insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, trusts, estates, and small businesses. The firm emphasizes long-term strategies combined with both fundamental and technical analysis, managing portfolios primarily with low-cost mutual funds, ETFs, fixed income, and equity securities while maintaining a high client load.

David Mongeau is a financial advisor with Chess Financial Planning LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also a licensed insurance producer and an Enrolled Agent providing tax-preparation services. Chess Financial Planning delivers financial planning and investment advisory services primarily to individual clients and very small employer retirement plans. The firm emphasizes plan-driven investment advice, using low-cost ETFs and mutual funds, and operates on a non-discretionary basis with largely virtual client interactions.

Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.

Kevin Colley is a CFP® with 27 years of industry experience, currently serving at Salem Advisory Group LLC since 2009. He has been self-employed since 1983. Colley also serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school in Portland, ME. Salem Advisory Group LLC works with individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm provides tailored investment strategies using fundamental and technical analysis, with quarterly account reviews and custody through Charles Schwab.

Peter Bishop is a financial advisor with Salem Advisory Group LLC in Wells, ME, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Salem Advisory Group since 2013. Salem Advisory Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management and financial planning, tailoring strategies based on client goals, risk tolerance, and time horizon, with portfolio reviews at least quarterly.

Jason Pinkham is a financial advisor with Sonder Partners in Kennebunkport, ME, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Dynasty Financial Partners for eleven years before joining Sonder Partners in 2021. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management. The firm maintains a referral-first model and provides discretionary portfolio management on a limited, legacy basis while conducting diligence to match clients with third-party managers.

William Rispoli is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Village Accounting since 2019, alongside his roles at Salem Advisory Group starting in 2015. Rispoli is also involved with Hostile Valley Corporation, where he has been active since 2002. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing fee-based investment management and financial planning. The firm customizes investment strategies based on client goals and risk tolerance, employing both fundamental and technical analysis and regularly reviews accounts at least quarterly.

Jared Chase is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Motley Fool Wealth Management, Fidelity Brokerage Services, and other firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, focusing on long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers coordinated tax and advisory services through an affiliated entity.

Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Measured Wealth since 2013 and previously at IFS Securities and H. Beck, Inc. Outside of advisory work, she has bookkeeping responsibilities at a local business during the summer months. Measured Wealth Private Client Group serves individuals, high-net-worth clients, trusts, and business entities by providing asset management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-advisor team approach with tailored portfolios and ongoing supervision, utilizing a range of investment strategies including stocks, bonds, ETFs, and private securities.

Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently an investment advisor representative at the Ontario Securities Commission and has been with SeaCrest Wealth Management, LLC since 2012. Approximately half of his professional time is spent in his role at the Ontario Securities Commission. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and variable annuities consulting.

Kenneth Gimbel is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at CIBC Private Wealth Advisors, Inc., AT Investment Advisers Inc., and Geneva Investment Management of Chicago, LLC. Outside of his advisory role, he serves as president of the Cabot Cove Condo Association in Kennebunkport, ME. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of programs and platforms tailored to client needs.

David Strachan is a Series 65-licensed financial advisor with Dakota Wealth, LLC, based in Kennebunk, ME. He has three years of industry experience, including four years at Dakota Wealth Management and 26 years at Cambridge Trust Company. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, charitable organizations, and various business entities. The firm employs a diversified investment approach using low-cost mutual funds, ETFs, individual equities, fixed income, and other instruments, and serves as an investment manager to registered mutual funds and sub-adviser to an ETF.

Peter Hanson is a financial advisor with Foundations Investment Advisors LLC in Saco, ME, holding a Series 65 license and nine years of industry experience. He has been with Foundations Investment Advisors since 2016 and is also involved with Combined Benefits United since 2014. Outside of his advisory role, he operates P T Hanson Financial and Retirement Planning, where he offers clients fixed insurance and annuities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and offers both discretionary and non-discretionary management through a large network of affiliated offices.

Craig Cantara is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at American Portfolios for 15 years and at OSAIC for one year. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Andrew Henward is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He also owns Tindon Associates, where he conducts life and health insurance sales. Prior to his advisory roles, his background includes service in the National Guard and positions in security and retail. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm offers portfolio management through model allocations and third-party sub-advisers, supported by a broad network of affiliated offices and licensed representatives.