Danielle Pensinger is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Cornerstone Financial Planning, LLC since 2019 and previously spent five years at VCA Chiquita Animal Hospital. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and exchange-traded funds based on investment policy statements and model portfolios, incorporating tools like portfolio optimization and Monte Carlo analysis in its planning process.

Barry Betters II is a CFP® professional with 11 years of industry experience, currently serving at Cornerstone Financial Planning, LLC since 2021. He previously worked at Zeiders Enterprises Inc. and Paladin Advisors, LLC. Betters also provides unpaid mentorship as a member of the advisory board for NextStep Portfolios, LLC, focusing on supporting financial planners. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs guided by written investment policies and uses portfolio optimization and Monte Carlo analysis, providing both discretionary and non-discretionary management along with specialized services such as divorce-focused consulting.

John Black is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Wells Fargo Advisors LLC for 14 years before joining Measured Wealth in 2020. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses by providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser team approach, tailoring portfolios through a combination of individual securities, ETFs, mutual funds, and cash management, while incorporating quantitative and qualitative analysis along with ESG screening.

Mackenzie Parsons is a CFP® with 13 years of industry experience, currently serving as an advisor at Cornerstone Financial Planning, LLC. Parsons has been with Cornerstone since 2014. Outside of advising, Parsons is the managing member and owner of West Mountain Margarita LLC, a short-term rental business in Maine. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a planning process that includes portfolio optimization and Monte Carlo analysis and offers both discretionary and non-discretionary management, with specialized services such as divorce-focused financial consulting.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Summit Wealth Group since 2015. Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning and offers tax preparation and tax-planning services on a subscription basis.

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and is also affiliated with H. Beck, Inc. Outside of his advisory role, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and emphasizes continuous account supervision with customized portfolios incorporating stocks, bonds, ETFs, mutual funds, and cash management alongside quantitative, cyclical, fundamental, and qualitative analysis.

Victoria Gibbs is a CFP® and ChFC® with seven years of industry experience. She is currently with Measured Wealth Private Client Group, LLC and previously worked with Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. Gibbs is also a licensed independent insurance agent. Measured Wealth Private Client Group, LLC serves a diverse client base including individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm utilizes a multi-adviser team approach and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation.

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.

Erik Potts is a CFP® with 23 years of industry experience, currently serving as an advisor at Summit Wealth Group LLC since 2021. His prior work includes roles at Purshe Kaplan Sterling Investments and Panorama Wealth Strategies, among others. Outside of financial advising, he is involved in managing an auto dealership and aviation-related businesses. Summit Wealth Group LLC provides financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with ongoing financial and tax planning, employing client-specific investment strategies and third-party managers, and integrates in-house tax preparation alongside investment advice.

Joseph Neff is a CFP® and Series 65 credentialed advisor at Measured Wealth Private Client Group, LLC with seven years of industry experience. His prior roles include positions at MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors among others. Outside of his advisory work, Neff serves as a group and private martial arts instructor at Renzo Gracie New Hampshire and holds a volunteer financial director and treasurer role at Seacoast Community Church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, managing over $500 million in discretionary assets. The firm employs a multi-adviser team approach, using a range of investment strategies including ESG integration, option-writing, and margin within tailored portfolios.

George Zaharopoulos is a CFP® and holds a Series 66 license with 21 years of experience in the financial services industry. He has worked at Measured Wealth Private Client Group, LLC since 2024 and previously held positions at Wells Fargo Clearing Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning services. The firm manages approximately $528 million in discretionary assets and employs a team-based approach, utilizing a variety of investment strategies including option-writing, margin, and ESG screening.

Forrest Chicoine is a CFP® with three years of industry experience, currently serving at Affinity Investment Group, LLC. His prior roles include positions at Fiduciary Wealth Partners, SVB Wealth LLC, and Bank of NY Mellon. Affinity Investment Group provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation core-and-satellite approach using primarily no-load or load-waived mutual funds and passive ETFs, with accounts managed on either a discretionary or non-discretionary basis.

Erik Randall is a financial advisor at Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation with 11 years of industry experience. He has been with Summit Wealth Group since 2016. Summit Wealth Group provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting services, employing client-specific investment policies and occasionally using tactical strategies and artificial intelligence tools.

David Mcnamee is a CFP® professional with 26 years of industry experience. He is a principal at Measured Wealth Private Client Group, LLC and has held a director position at Partners Bank since 1991. Outside of his advisory role, Mcnamee serves as treasurer for Community Baptist Church and maintains a part-time accounting practice. Measured Wealth Private Client Group serves individuals, families, charitable organizations, and businesses by providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser team approach with a focus on customized portfolios and a documented ESG investment model.

Edward Miller is a CFA® charterholder with 10 years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. Prior to this, he held positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets for over 600 clients, utilizing a multi-adviser team and a tailored investment approach that includes individual securities, ETFs, mutual funds, and ESG screening.

Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.

Derek Bonneau is a Series 65-licensed financial advisor at Cornerstone Financial Planning, LLC with one year of industry experience. Prior to joining Cornerstone, he worked for the Commonwealth of Massachusetts from 2014 to 2025. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs, utilizes portfolio optimization and Monte Carlo analysis, and provides specialized services including divorce-focused consulting and third-party manager oversight.

Sara Casale is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Cornerstone Financial Planning, LLC and has prior experience at The Ayco Company LP, Atlas Private Wealth Management, and Rover.com. Cornerstone Financial Planning, LLC provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs portfolio optimization and Monte Carlo analysis, offers both discretionary and non-discretionary management, and provides specialized services including a divorce-focused engagement.

Edward Parolisi is a financial advisor at Ironwood Wealth Management, LLC with 10 years of industry experience. He has been with Ironwood since 2015 and concurrently holds a role as Vice President of Global Partner Strategy and Development at Hitachi Data Systems. Parolisi is also the founder and president of Intelligent Partner Strategies LLC, an IT consulting and coaching firm. Ironwood Wealth Management serves individuals, pension plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection, offering tiered service programs and coordination with clients’ other advisors.

Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.