RM Financial Services, LLC

Aaron Rugh is a financial advisor with RM Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at RM Financial Services since 2006 and PKS Investments since 2023. Outside of his advisory role, he serves as a board member of the Down East Yacht Club, a nonprofit organization. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management, written financial plans, and consulting engagements, employing a fiduciary approach that integrates fundamental and technical analysis with ongoing portfolio monitoring and tactical adjustments.

Mark Macleod is a financial advisor at RM Financial Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RM Financial Services since 2007, alongside roles at Next Financial Group Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is the owner and CPA of Bookkeeping Plus Inc., an accounting and tax preparation business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm focuses on fiduciary, long-term investment strategies combining fundamental and technical analysis, and offers unique pension consulting and ERISA-related services.

Cayla Moore is a financial advisor at RM Financial Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and NEXT Financial Group, Inc. In addition to her advisory role, she serves as treasurer for Stone Bar, Inc., a restaurant business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management and retirement advice with a fiduciary approach, combining fundamental and technical analysis in a primarily long-term investment process.