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.

Scott Sullivan is a financial advisor at Bay Point Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., Independent Advisers Group Corp., New England Securities, and Parks-Tuttle Financial. Outside of advising, he sells life, disability, health, and long-term care insurance through multiple carriers and serves as a corporator for Franklin Savings Bank. Bay Point Financial serves individual clients, retirement plans, trusts, and other entities by providing financial planning, retirement plan consulting, and portfolio management primarily through recommending third-party advisory programs and money managers. The firm emphasizes asset allocation, diversification, and Modern Portfolio Theory, using passive index funds and ETFs as core holdings, and operates a primarily non-discretionary, referral-based model.

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.

Corey Walker is a financial advisor at Walker Capital Partners, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Northwestern Mutual and several other financial services firms. In addition to his advisory role, he serves as an Account Executive for Hortica Insurance Services, a property and casualty insurance company. Walker Capital Partners provides discretionary portfolio management to individual clients and acts as the general partner and investment adviser to a private pooled vehicle, Walker Capital Flagship Fund, L.P. The firm employs a combination of fundamental analysis, quantitative modeling, technical analysis, and risk management across equities, ETFs, and options.

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.

Jean Mathieu is a financial advisor with Legacy Financial Solutions, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Legacy Financial Solutions since 2005. In addition to his advisory role, he operates as an independent insurance agent. Legacy Financial Solutions provides personalized financial planning, asset management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves both individual and high-net-worth clients, managing approximately $26.9 million in assets and offering insurance consulting alongside advisory services.

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Truth of Investing since 2018 and previously at The Cloutier Group's Estate & Financial Strategies from 2016 to 2018. In addition to her advisory role, Rivard is the owner and attorney at AWP Legal LLC, a law firm based in Manchester, NH. American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting services to individuals, personal trusts and estates, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored investment approach using exchange-traded funds, combining fundamental, technical, and quantitative analysis to construct portfolios.

David Mclaughlin is a CFP® with 30 years of experience in financial advising. He is the sole advisor at Nutfield Financial, an independent firm based in Auburn, NH. His prior experience includes eight years at Cetera Advisors LLC and sixteen years at Investors Capital Corporation. In addition to financial advising, he is involved in tax preparation and insurance sales, focusing on life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning with an emphasis on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with buy-and-hold, short-term trading, and covered-call strategies.

Patrick Grasso is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently with Robbins Farley LLC and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs Company. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a predominantly top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Colleen Farley is a financial advisor at Robbins Farley LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for five years. Outside of advising, she serves as a board member for Associated Grocers of New England and is a Notary Public in Bedford, NH. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and offers discretionary asset management along with participant-directed retirement plan consulting.

John Dougherty is a financial advisor with Glenwood Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance Company, Steward Partners, Raymond James Financial Services, and Renaissance Financial Corp. Outside of financial advising, he manages a rental property, handling tenant screening, lease approvals, and maintenance oversight. 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, utilizing a mix of actively managed funds, index funds, and ETFs, with client assets custodied at Charles Schwab.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at SFM, LLC since 1998. He holds the Series 65 designation and is based in Manchester, NH. SFM, LLC is a fee-only fiduciary firm that manages approximately $323 million for individuals, families, and institutional clients through a four-advisor team. The firm offers discretionary investment management, financial planning, retirement and estate planning, and related advisory services, utilizing a mix of fundamental, technical, and cyclical analysis alongside a diverse set of investment instruments.

David Snyder is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at SFM, LLC in Manchester, NH, where he has been employed since 2021, following prior roles at Citizens Bank and Citizens Securities, Inc. SFM, LLC serves individuals, families, and institutional clients, managing approximately $323 million across about 264 client relationships. The firm offers discretionary investment management and financial planning, using a combination of fundamental, technical, and cyclical analysis to customize portfolios with low-cost institutional funds and a broader range of instruments.

Michael Conlon is a financial advisor at American Wealth Protection Financial, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Markowski Investments, Hillsborough County Attorney Office, Winthrop Bentley Capital LLC, and Advisorassist LLC. In addition to his advisory role, he is a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored approach to portfolio construction, utilizing fundamental, technical, and quantitative analysis.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.