David Malone Jr.

I've known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University. In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most - in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice. These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body's intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all! When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Abbott Elementary, skiing or mountain biking with my partner and kids, leading women-only small group trips to places like Paris and Japan, and fighting the patriarchy.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Samuel Graham is a CFP® at Sfm, LLC in Manchester, NH, with two years of industry experience. He has been with Sfm, LLC since 2015. Outside of his advisory role, Mr. Graham works as a valet at Hanover Street Chophouse. Sfm, LLC serves individuals, families, and institutional clients, managing approximately $323 million across 264 client relationships. The firm offers discretionary investment management and comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis to customize portfolios using low-cost institutional funds and other investment vehicles.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC and Investors Capital Corporation among other roles. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies with occasional short-term trading and covered-call techniques.

Joseph Latona is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2013 and also operates Goldfinch Financial, Inc., where he provides investment advisory and consulting services. Outside of his advisory roles, he is a commissioned notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit product offerings.

Charles Stephen is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.