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.

Nathanael Stewart is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial industry. He has been the principal advisor at N.A.S. Capital LLC since 2018 and previously worked at Opus Capital Group, LLC from 2015 to 2018. N.A.S. Capital LLC provides discretionary portfolio management through separately managed accounts for individuals, trusts, family offices, pension funds, and other institutional clients. The firm employs a single, opportunistic investment strategy focused on long-term capital appreciation, using fundamental, quantitative, and technical analysis to identify undervalued securities, and is noted for its use of performance-based compensation for qualifying clients and the principal’s personal investment in the core strategy.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

Christopher Eddy is a CFP® professional with 20 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior experience includes roles at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, infinex Investments, and Northway Bank. He also holds an insurance sales position involving fixed annuities. 603 Financial Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to build diversified, customized portfolios with a focus on long-term investment horizons and tactical adjustments when appropriate.

Richard Hilow is a financial advisor at Straight Forward Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. In addition to his advisory role, he is involved in related businesses including tax preparation, bookkeeping, and an insurance agency. Straight Forward Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm manages approximately $33.3 million in discretionary assets and employs a range of investment strategies tailored to client objectives, including fundamental, technical, charting, and cyclical analysis.

Bruce Fenton is a financial advisor at Atlantic Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foris Capital US LLC and P2 Corporate Finance, LLC. Fenton is also president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm uses a macro-global economic framework with fundamental and technical analysis, offering a broad investable universe that includes digital assets such as Bitcoin.

James Dimos is a financial advisor with LPL Financial in Bedford, NH, holding CFP®, Series 63, and Series 65 credentials and 20 years of industry experience. His career includes roles at New Hampshire Federal Credit Union, Advisory Resource Group, LLC, and several insurance and financial services firms. He also sells fixed life, liability, long-term care, and health insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with insurance and lending products.

William Leibundgut is an investment adviser representative at Atlantic Financial with one year of industry experience. He previously worked at Foris Capital US LLC and Watchdog Capital, LLC and serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a macro-global economic approach, uses fundamental and technical analysis, and includes a broad investable universe ranging from traditional assets to digital currencies, offering flexible fee structures and access to institutional platforms.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fairport Capital, Inc., Sintra Capital Corporation, and Olympic Realty Management. Pinto serves as a director for several funds, including Sintra Fund, Ltd., Sovereign Capital Limited, Mako Europe Fund Limited, and Dowgate Europe Fund Limited. Sintra Capital provides investment advisory services focused on emerging-market investing through discretionary managed accounts for accredited investors and as adviser to private investment companies and pooled vehicles. The firm emphasizes long-term capital appreciation by investing in equity and debt securities across Asia, Latin America, and other developing markets, employing fundamental analysis alongside the ability to engage in shorter-term trading strategies.

Rebecca Jones Fields is a financial advisor at Straight Forward Wealth Management, LLC in Rochester, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Wentworth Douglas Hospital and operated in various business capacities including EvoFit, LLC and Beauvisage Salon & Spa. Straight Forward Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and manages discretionary portfolios with regular account reviews and rebalancing.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Neal Heslor is a financial advisor at Clark Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. Neal is based in Ontario, NY. Clark Asset Management serves individual and high-net-worth clients through ongoing investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with an emphasis on tax-aware portfolio construction and rebalancing.

I was hanging on every word… It was a beautiful spring day in Palo Alto in 1996. My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole. I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie? I was just entranced. (It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.) But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com. But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling. I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job. But something was wrong. You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills. There was just one problem with this – I didn’t believe it. Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it. I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling. I tried jobs in other industries, but something kept pulling me back to investing and personal finance. And then it finally hit me. I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC. Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication. And I get to do my part to help transform an often shady industry into a helping profession. It’s awesome. …if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Lucas Gagne is a financial advisor at Affinity Investment Group, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Channel Building Company, Inc. and the University of Vermont. Outside of his advisory role, he is an independent insurance agent. Affinity Investment Group serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy tailored to client objectives and tax considerations.

Eric Nager is a Series 65 licensed financial advisor with Southern Capital Services, Inc., where he has worked for 26 years. He has 13 years of industry experience and serves as a senior financial analyst at The First Church of Christ, Scientist. Nager is also a member of the Global USA Advisory Board and adjunct faculty at the University of South Alabama, focusing on international student programs. Southern Capital Services, Inc. is a team advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental and technical analysis, offering both long-term and short-term trading strategies with risk tolerances documented in client Investment Policy Statements.

Paul Lefevre is a financial advisor at Brookwood Investment Group with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. He is also the owner and principal of an insurance sales business, Snug Harbor Financial & Insurance Services dba Retirement Income USA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and affiliated service platforms.

Michael Smith is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017. Outside of his advisory role, he has been involved with Swift Textile Metalizing, LLC since 1999. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing multiple analytical approaches, while maintaining formal integration with retirement-plan and benefits firms to provide combined advisory and plan administration services.

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.