Joseph Perusse

Barry Obrien is a CFP® with 18 years of industry experience and has been the sole advisor at O'Brien Asset Management since 2007. He holds Series 63 and Series 65 licenses and operates from Eliot, ME. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm emphasizes personalized Investment Policy Statements, diversified asset allocations using low-turnover no-load mutual funds and ETFs, and generally manages portfolios on a non-discretionary basis with client pre-approval for changes.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

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.

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.

Nathanael Stewart is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial industry. He has been the principal advisor at N.A.S. Capital LLC since 2018 and previously worked at Opus Capital Group, LLC from 2015 to 2018. N.A.S. Capital LLC provides discretionary portfolio management through separately managed accounts for individuals, trusts, family offices, pension funds, and other institutional clients. The firm employs a single, opportunistic investment strategy focused on long-term capital appreciation, using fundamental, quantitative, and technical analysis to identify undervalued securities, and is noted for its use of performance-based compensation for qualifying clients and the principal’s personal investment in the core strategy.