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® professional with 20 years of industry experience. He is the principal of Parzych Financial Planning, LLC and also operates Parzych Tax Services, LLC. Prior to founding his independent firm, he worked at Fidelity Investments for over 20 years. Parzych Financial Planning serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, offering discretionary portfolio management, investment analysis, financial planning, and consulting. The firm employs a combination of technical, quantitative, fundamental, cyclical, and economic analysis in its investment process, and utilizes third-party managers and discretionary trading under 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.

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 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.

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.

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 14 years of experience, currently serving at Conscious Capital. He is also the Head of Innovation at Income Laboratory, Inc. and an Associate Professor of Finance at the University of Southern Maine, where he teaches and conducts research. In addition to his advisory work, he engages in speaking, writing, and research on personal finance topics. Conscious Capital provides financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management for individual and institutional clients. The firm employs a mix of fundamental and technical analysis with Modern Portfolio Theory and offers ESG portfolio options, options strategies, and manager due diligence, operating as a wrap-fee program sponsor with platform support uncommon among similarly sized firms.

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.

Kevin Colley is a CFP® with 28 years of experience in the financial advisory industry. He has been with Salem Advisory Group LLC since 2009 and has been self-employed since 1983. Colley serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school. Salem Advisory Group, LLC manages approximately $76 million for individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting, tailoring portfolios to client objectives through a blend of fundamental and technical analysis and a range of investment strategies.

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, LLC, 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. Pinkham serves as a strategic advisor and investor to AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily refers clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves both non-high-net-worth and high-net-worth individual investors as well as other advisers, conducting suitability assessments and ongoing manager due diligence to align recommendations with client objectives.

William Rispoli II is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Village Accounting and Hostile Valley Corporation. Salem Advisory Group manages approximately $76 million for a diverse client base including individual and high-net-worth households, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting services, tailoring portfolios to client objectives using fundamental and technical analysis along with various investment strategies.

Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has worked at Measured Wealth since 2013 and previously held roles at IFS Securities and H. Beck, Inc. Outside of advisory work, she performs bookkeeping for a local business during the summer months. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses with portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser approach, using a variety of investment strategies including ESG screening and option-writing.

Theodore Gardner is a financial advisor at Running Oak Capital LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Simplify Asset Management Inc., CreativeOne Securities, LLC, GeoWealth Management, LLC, and J.P. Morgan. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and it serves in roles such as ETF adviser and sub-advisor to wrap programs.