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.

Thomas Repeta is the sole advisor at Harbor Investment Advisors in Portland, ME, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Harbor Investment Advisors since 1998. Harbor Investment Advisors provides discretionary portfolio management primarily for individuals, trusts, and retirement plans, focusing on mutual funds, exchange-traded funds, and balanced allocations. The firm typically serves larger account sizes and combines top-down and bottom-up analysis using third-party research, managing accounts on a discretionary basis with regular reviews and detailed performance reporting.

James Kelly is a Series 65-licensed financial advisor at Northwater Capital with one year of industry experience. Prior to founding Northwater Capital, he worked for 17 years at Stein Mitchell Beato & Missner LLP. Northwater Capital provides investment management primarily to pooled investment vehicles and institutional-style clients, employing a tactical allocation strategy supported by proprietary algorithmic, machine learning, and AI models. The firm combines asset-based management for private funds with project-based hourly consulting services.

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.

Brian Dietz is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Portland Financial Planning Group since 1998. The firm provides comprehensive financial planning and investment advisory services to individuals and families, including high-net-worth clients. Portland Financial Planning Group emphasizes long-term, asset-allocation-driven portfolios using low-cost index funds and diversified mutual funds and ETFs, primarily managing client assets on a non-discretionary basis with client involvement in transactions.

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.

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.

Scott Whytock is a CFP® professional with 19 years of experience in financial advising. He is the principal of August Wealth Management, an independent firm based in Portland, ME. His prior roles include work at J. Murphy Asset and Tax Management and managing residential real estate development through Blended Properties, LLC. August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis to guide security selection and focuses on long-term, capital preservation-oriented strategies.

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.

Lloyd Hall is a financial advisor at Samara Financial, Inc. in Portland, ME, holding a Series 65 designation with eight years of industry experience. He has worked at Samara Financial since 2017 and previously at Disability Reinsurance Management Services, Inc. from 2008 to 2018. Outside of his advisory work, he manages a short-term rental property business under Acer Property Management. Samara Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm emphasizes fundamental analysis to build customized portfolios aligned with clients’ cash needs, tax status, and values, typically including individual stocks, fixed income, ETFs, and selected MLPs and REITs.

Joel Gold is a CFP® certificant with 20 years of experience in financial advising. He is the sole advisor at The Gold Company, an independent firm based in Portland, Maine. Gold is also a tenured finance professor at the University of Southern Maine, where he has taught since 1973. The Gold Company serves individual clients with hourly consultations, written financial plans, investment advice, and portfolio management on a fee-only basis. The firm employs a non-discretionary, value-oriented investment approach focused on diversification, tax considerations, and a buy-hold-sell strategy.

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 Li is a financial advisor at Capital Resource Advisors LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, J.P. Morgan Securities, and Morgan Stanley. Before entering the financial industry, he spent five years at the University of Southern Maine. Capital Resource Advisors LLC serves high-net-worth individuals and institutional clients through separately managed accounts and third-party manager relationships. The firm combines fundamental, mutual fund/ETF, and technical analysis to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary management.

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.

Erico Galvez is a financial advisor at Capital Resource Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab, Merrill, and Bank of America prior to joining his current firm. Capital Resource Advisors LLC serves high-net-worth individuals and provides institutional services through separately managed accounts and third-party manager relationships. The firm’s investment approach integrates fundamental, mutual fund/ETF, and technical analysis to construct diversified portfolios with both discretionary and non-discretionary options.