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.

Bruce Mclaren is a financial advisor at Kingswood Wealth Advisors, LLC with 11 years of industry experience. He has held positions at Chalice Wealth Advisors, LLC since 2018 and Mascoma Wealth Management from 2015 to 2018. He holds the Series 63, Series 65, and Series 66 designations. Kingswood Wealth Advisors, LLC serves individuals, corporations, pension and ERISA plans, and institutional investors through a network of financial advisors. The firm uses an open-architecture approach to tailor investment strategies and provides discretionary and non-discretionary portfolio management, financial planning, and fiduciary plan advisory services.

Kimberly Du Laurence is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Facet. She has worked previously at Tiaa and Citizens Financial Group. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services with a focus on holistic planning and discretionary asset-allocation primarily using ETFs. The firm operates at scale with approximately 84 advisors and emphasizes technology-driven features such as machine-learning recommendations for employer plan accounts.

Francis Dietrich is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he serves as a part-time teacher in Risk Management at Northeastern University. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based strategies with institutional trading capabilities and wealth management offerings.

Heather Phillips is a financial advisor at UBS Financial Services with 29 years of industry experience. She previously worked at Merrill Lynch and Bank of America, N.A. from 2005 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Ryan Ackerman is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Ackerman serves as Treasurer and Board Member of the Cohase Chamber of Commerce and is an Assistant Varsity Coach for boys soccer at St Johnsbury Academy. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Joseph Marshall is a financial advisor at Stifel with 7 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Marshall serves on the Board of Directors for the Frances Atkinson Residence/Vermont Congregational Home, participating in discussions and committee work to support the retirement home. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis developed by its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Kenneth Kinder is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as a director and board member of The Killham Bear Center, a nonprofit that rescues, rehabilitates, and releases black bear cubs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.