Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

Jeffrey Bogue is a CFP® professional with 22 years of industry experience, serving as the sole advisor at Bogue Asset Management LLC since 1998. The firm provides fee-only investment advice and financial planning to a range of clients including individuals, trusts, estates, corporations, charitable organizations, and retirement-plan participants. Bogue Asset Management employs a core-and-satellite investment approach that combines passively managed funds with select actively managed funds and tactical adjustments, grounded in Modern Portfolio Theory and global diversification. The firm focuses on nondiscretionary portfolio recommendations and pension consulting services, maintaining annual reviews against documented Investment Policy Statements.

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.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Aries Wealth Management, Marble Trail Advisors, and Purshe Kaplan Sterling Investments. Dirigo Financial serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services. The firm also offers consulting to employee benefit plans, using a fundamental, long-term investment approach tailored to each client’s goals and risk tolerance.

Christopher Rockwell is a financial advisor at RSI Advisors in Dover, NH, holding a Series 65 designation with nine years of industry experience. He has been operating Rock Solid Investments LLC since 2015. RSI Advisors provides financial planning, portfolio management, and investment consultation to individual and high-net-worth clients. The firm combines strategic passive asset allocation with active tactical approaches based on business-cycle analysis and proprietary volatility trading signals, and offers services including retirement, tax, estate, and education planning.

Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.

Eric Wasson is a CFP® certificant with 32 years of experience in the financial services industry. He is the principal advisor at AZTEC Financial Group, LLC, where he has worked since 2018, and also maintains a relationship with LPL Financial. Wasson holds Series 63 and Series 65 licenses and is additionally licensed to sell fixed insurance products. AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high-net-worth individuals, focusing on retirement planning and goal-oriented strategies. The firm emphasizes individualized, relationship-based planning and does not hold custody of client assets, with investment implementation offered through separate brokerage and advisory arrangements.

Jennifer Arps is a financial advisor with Atlantic Coast Financial in Kennebunk, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Salem Advisory Group, LLC and Embrace Home Loans. She also maintains a separate insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm manages approximately $59.7 million in client assets across 248 relationships, employing a long-term investment approach that integrates fundamental and technical analysis.

David Mongeau is a financial advisor at Chess Financial Planning LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also involved in tax preparation as an outside business activity. Chess Financial Planning provides holistic financial planning, tax-aware advice, and portfolio management to middle-income individuals, personal business owners, and small-employer retirement plans. The firm combines passive and active investment approaches, integrates tax considerations into its strategies, and offers both discretionary and non-discretionary services, typically delivered online.

Kathryn Shea is the sole advisor at Chez Shea LLC in Dover, NH, holding a Series 65 designation with 19 years of industry experience. She previously worked at David Wendell Associates for eight years and had a voluntary unemployment period before founding her current firm. Chez Shea LLC provides non-discretionary investment portfolio recommendations to individuals, trusts, and charitable organizations, as well as analytical consulting and written company research to institutional clients. The firm employs a bottom-up, fundamental analysis approach with a long-term, tax-sensitive focus, primarily investing in large- and mid-cap equities.

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.

Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.

Kevin Colley is a CFP® with 28 years of experience in the financial advisory industry. He has been with Salem Advisory Group LLC since 2009 and has been self-employed since 1983. Colley serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school. Salem Advisory Group, LLC manages approximately $76 million for individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting, tailoring portfolios to client objectives through a blend of fundamental and technical analysis and a range of investment strategies.

Bruce Fenton is a financial advisor at Atlantic Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Inc. and Foris Capital US LLC. Since 2017, he has served 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 to individuals, high-net-worth clients, pension plans, and business entities. The firm adopts a macro global economic approach and utilizes both fundamental and technical analysis across various investment strategies, including alternative investments.

Peter Bishop is a financial advisor with Salem Advisory Group LLC in Wells, ME, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Salem Advisory Group since 2013. Salem Advisory Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management and financial planning, tailoring strategies based on client goals, risk tolerance, and time horizon, with portfolio reviews at least quarterly.

William Leibundgut is a financial advisor at Atlantic Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foris Capital US and Capital Gain Securities Group. Outside of his advisory role, he serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro global economic approach and uses both fundamental and technical analysis across a broad range of strategies, including alternative investments.

Jason Pinkham is a financial advisor at Sonder Partners, LLC with seven years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at Dynasty Financial Partners and Morgan Stanley DW Inc. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners provides advisory services to individual and high-net-worth clients, as well as other registered investment advisers, primarily through referrals to selected third-party money managers. The firm emphasizes suitability assessments and monitors a focused group of managers, utilizing a variety of investment analysis methods while operating on a flat-dollar fee structure.

William Rispoli II is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Village Accounting and Hostile Valley Corporation. Salem Advisory Group manages approximately $76 million for a diverse client base including individual and high-net-worth households, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting services, tailoring portfolios to client objectives using fundamental and technical analysis along with various investment 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.

Joshua Weiss is a financial advisor at Compass Planning Associates, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC and Liberty Mutual Insurance Company. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, retirement plan participants, trusts, estates, and business entities. The firm typically implements portfolios through passive asset allocation using index mutual funds and ETFs, offering ongoing planning with regular client check-ins and discretionary or non-discretionary account management.