Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

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.

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.

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 with Atlantic Financial in Durham, NH, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Capital Gain Securities Group, LLC, Foris Capital US LLC, and has been involved with Atlantic Financial Asset Management Corp. since 2011. Fenton also serves as president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning for individuals, high-net-worth clients, pension plans, and business entities. The firm employs a macro global economic approach, combining fundamental and technical analysis with a variety of investment strategies, including alternative investments.

William Leibundgut is a financial advisor with Atlantic Financial Asset Management Corp in Durham, NH, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Foris Capital US LLC and has served as Vice President of Chainstone Labs, a FinTech company that sponsors non-investment related conferences. Atlantic Financial provides portfolio management and asset allocation planning to individuals, pension plans, and business entities, using a macro global economic approach and a range of strategies including long- and short-term trading and alternative investments.

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.

Eric Nager is a financial advisor at Southern Capital Services, Inc. with 13 years of industry experience. He holds a Series 65 credential and has been with Southern Capital Services since 2000. Outside of his advisory role, he serves as a senior financial analyst for The First Church of Christ, Scientist, and is a member of the Global USA Advisory Board at the University of South Alabama, where he also teaches occasionally. Southern Capital Services, Inc. provides investment supervisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, utilizing various investment vehicles and strategies, while operating primarily under discretionary authority with monthly account reviews.

Charles Wagner is a financial advisor with StoneX Advisors Inc. in Chichester, NH, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked with StoneX Securities Inc. since 2019 and has been affiliated with 1st Choice Retirement Planning since 2005, where he is the owner and a licensed insurance broker. He also serves as a successor trustee for a family trust. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers.

Paul Lefevre III is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. Outside of his advisory role, Lefevre is the owner and principal of an insurance sales business, Snug Harbor Financial & Insurance Services, operating under the name Retirement Income USA since 2009. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a range of strategies and manages approximately $1.25 billion in assets as of the end of 2025.

Joseph Polychronis is a financial advisor with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 credential and two years of industry experience. He has worked previously at firms including Tucker Asset Management LLC and operated his own business, Polychronis Financial Services, which provided retirement planning, tax preparation, and insurance services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisers, utilizing both discretionary and non-discretionary strategies with access to various investment platforms and third-party managers.

James Barrett V is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has been with Grimes & Company since 2015. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including mutual funds, ETFs, individual securities, and alternative managers, and offers specialized services such as an affiliated private investment vehicle and work for other advisers and governmental clients.

Michael Boswak Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include seven years at Ic Advisory Services Inc and The Investment Center Inc, as well as two years at Signator Investors, Inc. In addition to advising, he owns Frontier Financial Group, which provides life and term fixed insurance sales and tax preparation services. Independent Financial Group is a large enterprise advisory and brokerage firm serving individuals, trusts, corporations, and business owners. The firm offers a variety of investment advisory programs and retirement plan services, employing both in-house and third-party models across multiple platforms, and operates as both a registered investment adviser and an active broker-dealer.

Tyler Kretschmar is a Series 65 credentialed financial advisor with one year of industry experience, currently with Integrity Alliance, LLC. He previously worked at Lincoln Investment and Capital Analysts and has additional experience with Gateway Retirement Solutions. Tyler is also an insurance agent with American Senior Benefits, where he services and meets with clients. Integrity Alliance is a large advisory network serving a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various investment programs through advisor-managed accounts, model portfolios, and third-party sub-advisers.

John Pickowicz is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and its affiliated entities from 2015 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jennifer Riel is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at The Investment Center, Inc. outside of her advisory roles, she has served in municipal positions for the towns of Epsom, Alton, and New Durham in New Hampshire over the past decade. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution services provided by Pershing or Schwab.

Matthew Herman is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment, Capital Analysts, Questar Asset Management, and other firms. Outside of advisory services, he is involved in several business ventures including ownership interests in boat service operations and real estate holding companies. Integrity Alliance serves a wide range of clients including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers comprehensive portfolio management and financial planning services, utilizing various investment strategies and platforms to meet diverse client needs.

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.