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.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Callum Maclean is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot since 2017, following a 13-year tenure at Janney Montgomery Scott. Outside of his advisory role, he serves as treasurer for the Walpole Area Visiting Nurses Association and is a co-director of the Newsboys Reading Room Association. He also participates as an emergency outdoor care responder with the Waterville Valley Resort Ski Patrol. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and quantitative techniques, offering both discretionary and non-discretionary advisory arrangements.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to 2023 and Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Kimberly Du Laurence is a CFP®-certified financial advisor at Facet with 22 years of industry experience. Her prior roles include positions at Tiaa, Citizens Financial Group, and Banc Of America Investment Services, Inc. She has been with Facet since 2020. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, blending technology-driven processes and model-based asset allocations to serve a broad range of households through remote service channels. The firm’s approach integrates comprehensive planning areas and employs a flat subscription fee rather than percentage-based asset management charges.

Benjamin Treadwell is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. His prior experience includes roles at Solomon Edwards, D.A. Davidson, LPL Financial, and CUSO Financial Services. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party portfolio managers. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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.

Dewitte Kersh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2010 and has been with Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a ski instructor at Waterville Valley Resorts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved analytical tools and offers a range of planning and investment programs.

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1985. He specializes in catering to the financial needs of a select group of clients including founders and leaders in technology and life sciences, successful business owners, their employees, and corporate entities. His approach focuses on understanding clients' objectives to provide tailored financial strategies that simplify their financial tasks. With over 35 years of experience, Geoff's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, individual and corporate investment strategy, and tax minimization. He and his team aim to deliver total wealth management, addressing retirement planning, portfolio management, tax strategies, and access to banking and lending solutions. Geoff holds a Bachelor of Arts degree in Economics and Business Administration from Ursinus College. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER (CFP). In addition to his professional endeavors, Geoff serves as President of the Board of Directors for Youth Enrichment Services, a Boston-based non-profit focused on inspiring youth through outdoor experiences and leadership opportunities. He resides in Winchester, Massachusetts with his wife and three children and enjoys skiing and playing racket sports.