David Mongeau

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 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aries Wealth Management, Marble Trail Advisors, and Raymond James & Associates. Dirigo Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as consulting for pension and employee benefit plans. The firm’s investment approach focuses on fundamental analysis and long-term strategies, integrating financial planning and pension consulting into its advisory process.

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.

Jennifer Arps is a financial advisor at Atlantic Coast Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Embrace Home Loans and Salem Advisory Group, LLC. In addition to her advisory role, she maintains a licensed insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, trusts, estates, and small businesses. The firm emphasizes long-term strategies combined with both fundamental and technical analysis, managing portfolios primarily with low-cost mutual funds, ETFs, fixed income, and equity securities while maintaining a high client load.

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.