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® 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.

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.

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.

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.

Derek Tharp is a CFP® professional with 13 years of industry experience, currently serving at Conscious Capital. His background includes roles at Robert W. Baird & Co. and Kitces.com, and he is the owner of Tharp Insurance Solutions, LLC. Tharp is also an associate professor of finance at the University of Southern Maine and serves as Head of Innovation at Income Laboratory, Inc. Conscious Capital provides comprehensive financial planning and wealth management services to individual clients, retirement plans, and institutional clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build long-term strategic allocations, offers socially conscious portfolio options, and participates in the Betterment Advisor Network for platform support.

Braden Justice is a financial advisor at Conscious Capital with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Conscious Capital, he held roles at J.P. Morgan Securities and JPMorgan Chase Bank. Conscious Capital serves individual clients, including high-net-worth households, as well as retirement plans and institutional clients, offering comprehensive 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 to build long-term strategic allocations and provides socially conscious portfolio options alongside manager due diligence and educational seminars.

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.

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.

Justin Beauregard is a CFP® with 16 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and previously held roles at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is licensed to provide a range of insurance products including life, long-term care, disability, and annuities. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and employs risk assessments and investment policy statements to guide diversified allocations.

Timothy O’Halloran is a CFP® with 33 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and has prior experience at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life. Outside of his advisory role, he also holds insurance licenses and provides a range of insurance products. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and emphasizes risk assessment and ongoing account monitoring.

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.