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 the sole advisor at Educated Investors LLC, holding a Series 65 designation and bringing three years of industry experience. He has worked with the Cape Elizabeth School Department since 2004. Educated Investors LLC serves school employees and their families by providing asset management, financial planning, and education-focused advisory services. The firm uses a predominantly passive investment approach with diversified index funds and ETFs, combining client education with tailored wealth management and planning engagements.

Scott Whytock is a CFP®-certified financial advisor with 20 years of industry experience. He is the principal of August Wealth Management, an independent firm based in Portland, ME, where he has worked since 2010. His prior work includes roles at Aurora Financial Group and J. Murphy Asset and Tax Management. Outside of advisory services, he co-manages residential real estate development through Blended Properties, LLC. August Wealth Management provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to guide security selection, typically managing portfolios on a long-term, discretionary basis while emphasizing capital preservation and personalized financial plans.

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.

Thomas Biegel is a financial advisor with Black Brook Financial Planning in Gorham, Maine, holding a Series 65 designation and 18 years of industry experience. He has managed Black Brook Financial Planning since 2007 and concurrently serves as CFO of Shaw Brothers Construction, Inc., a sitework construction firm where he has worked since 1988. Black Brook Financial Planning is an independent registered investment adviser providing advisory and discretionary investment management and financial planning services to individuals, trusts, charitable organizations, and corporations. The firm employs a conservative, long-term, value-oriented asset allocation approach tailored to client risk tolerance and is noted for advising charitable and corporate clients.

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.

Derek Tharp is a CFP® professional with 14 years of industry experience, currently practicing at Conscious Capital. He has held roles at Robert Baird & Co., Kitces.com, and other firms, and is an Associate Professor of Finance at the University of Southern Maine. Additionally, he is involved in financial product development as Head of Innovation at Income Laboratory, Inc. Conscious Capital provides comprehensive financial planning, tax and estate planning, retirement-plan consulting, and discretionary portfolio and wealth management to individual and institutional clients. The firm employs a combination of fundamental and technical analysis within a core-satellite framework, offers socially conscious investment options, and supports clients through a wrap-fee program and referrals from the Betterment Advisor Network.

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.

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.

Damien Saccani is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Maiden Cove Capital since 2020. His prior experience includes roles at Morgan Stanley, GWM Advisors, LLC, and Merrill. Outside of his advisory work, he manages a family investment partnership with commercial property interests in Arizona. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized, asset-allocation driven portfolios with a buy-and-hold approach and integrates business advisory services with wealth management.

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.