Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Mark Waskow is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LifeMark Securities Corp. since 2018. His background includes prior roles at Foresters Equity and extensive entrepreneurial activities through THE WASKOW GROUP and TWG Consulting Group, alongside providing bookkeeping and paralegal services. He also serves as president of the Northern New England Museum of Contemporary Art. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing a suitability-driven approach with various managed account programs and personalized portfolio management options.

Stephanie Powell is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach with customized model portfolios and third-party managers.

Alexander Merrill is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has three years of industry experience. Merrill has worked at firms including Fidelity Investments and Edward Jones, and he is also an employee at Southern New Hampshire University, where he facilitates finance course discussions and grades student work. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm’s investment approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable focus on predominantly non-discretionary assets.

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Nicholas Marinelli is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked in both public sector roles, including positions with the State of Vermont and various Vermont cities, as well as in the financial services industry. Marinelli serves as Treasurer on the board of the Vermont Recreation & Parks Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Brian Ficek is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Sentinel Financial Services Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Michelle Huffman is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Benoit Financial Planners, Cambridge Investment Research Advisors, Lincoln Financial Securities, and NEEBCo Retirement and Wealth Planners. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering customized advisory and brokerage services, including access to alternative investments and lending solutions. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser structure, which supports a variety of investment approaches and service arrangements.

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.

Bradley Romeo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously at Agia. Outside of his advisory role, he owns Simply Primitives, a candle-making business based in Barre, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Johns is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and uses Wells Fargo research and tools to develop tailored client recommendations.

Thomas Couture is a financial advisor at Edward Jones in Barre, VT, holding Series 65 and Series 63 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, VSECU, and Passumpsic Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

David Babic is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, bringing 16 years of industry experience. Outside of his advisory role, he serves as a board trustee for Joslin Memorial Library in Waitsfield, VT, and is involved in youth skiing and baseball coaching activities in the Vermont area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large advisor and branch network, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Lee White is a CFP® and Series 66-registered financial advisor with 36 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, White serves as a director and officer for the Vermont State 4H Foundation and is a board member of AmeriCorps; he also operates White & Associates, providing tax preparation, accounting, and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.

David Gold is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Maurice Sleeper is a financial advisor at LPL Financial with 38 years of industry experience. He has been with LPL Financial since 2009. Sleeper holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Keith La Croix is a financial advisor at Edward Jones in Barre, VT, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Gifford Medical Center from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate accounts. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

James Hunt is a financial advisor with LPL Financial in Barre, VT, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior work includes roles at The Vermont Agency, Equity Services Inc, Morgan Stanley, and National Life Group. Outside of his advisory work, he serves as a youth soccer referee in Vermont. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charities. The firm offers diverse financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven solutions.

Bethany Brown is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameriprise, she worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of advising, she is the general manager of Burroughs Chocolate, LLC, a retail chocolate business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Suzanne Small is a financial advisor with LPL Financial in Barre, VT, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial, she worked for The Vanguard Group, Inc. for 14 years and has also been affiliated with Community National Bank-VT/CFSG LLC and First Capital Advisors Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and various portfolio management options.

Joseph Preddy is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Cetera Advisor Networks LLC for seven years and has been associated with Community Financial Services Group, a division of Community National Bank, for over two decades. He serves as a Trust Officer and President at Community National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research from internal and third-party sources.

Darci Coleman Graves is a Series 66-licensed financial advisor with Edward Jones in Barre, Vermont, with one year of industry experience. Prior to joining Edward Jones in 2025, she spent 27 years at IBM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.

Sofia Wright is a Series 66-licensed financial advisor at Ameriprise with one year of experience at the firm. Prior to joining Ameriprise in 2025, she worked for Onion River Press for three years, Phoenix Books for six years, and Champlain College for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Alexandra Johns is a financial advisor with Wells Fargo Advisors in Barre, VT, holding a Series 66 designation and 9 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she serves as treasurer for Courtney's Allies Inc., overseeing bank accounts and record keeping for fundraising and donations. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, wealth transfer, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation.

Cynthia Bryant is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with MassMutual-affiliated firms since 2008. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical tools and offers specialized services including divorce planning and estate-settlement programs.

Sara Blondin is a financial advisor with Ameriprise in Barre, Vermont, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Blondin also manages her own advisory business, FFLIH, LLC, based in Albany, New York. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brandon Tieso is a CFP® professional with one year of industry experience, currently advising clients at LPL Financial. His prior roles include four years at InTrack Investment Management and experience with Community Financial Services Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

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.

Sarah Wilkinson is a financial advisor at Edward Jones with Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Sugarbush Resort and Stowe Mountain Resort. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

William Patno II is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He has credentials including Series 63 and Series 66 licenses. In addition to his advisory role, he is involved with Granite Financial Group, where he handles placement of non-variable life, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Gregory Miller is a Series 66-licensed financial advisor with UBS Financial Services, based in Orford, NH, and has 20 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he provides marketing advice and operational assistance to his family’s summer camp business, Camp Merriwood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.