Francis Joseph Dietrich

Thomas Macpherson is a financial advisor at Nintai Investments LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Dorfman Value Investments LLC for three years. In addition to his advisory role, he publishes investment commentary and serves on a nonprofit board. Nintai Investments LLC is a single-advisor firm providing discretionary portfolio management and investment advisory services to individuals, businesses, family offices, foundations, and endowments. The firm employs a fundamental value investment approach focused on concentrated equity portfolios, using discounted cash-flow models and quality screens to select primarily long positions in U.S. and select non-U.S. companies.

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Callum Maclean is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot since 2017, following a 13-year tenure at Janney Montgomery Scott. Outside of his advisory role, he serves as treasurer for the Walpole Area Visiting Nurses Association and is a co-director of the Newsboys Reading Room Association. He also participates as an emergency outdoor care responder with the Waterville Valley Resort Ski Patrol. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and quantitative techniques, offering both discretionary and non-discretionary advisory arrangements.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to 2023 and Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Kimberly Du Laurence is a CFP®-certified financial advisor at Facet with 22 years of industry experience. Her prior roles include positions at Tiaa, Citizens Financial Group, and Banc Of America Investment Services, Inc. She has been with Facet since 2020. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, blending technology-driven processes and model-based asset allocations to serve a broad range of households through remote service channels. The firm’s approach integrates comprehensive planning areas and employs a flat subscription fee rather than percentage-based asset management charges.