Ian Rea

Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today. During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well. Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA). In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Evergreen Wealth Management combines institutional-grade technology with the personalized attention of a boutique firm. We serve individuals age 50+ who want expert retirement guidance without the layers of complexity and fees that come with traditional firms. As a flat-fee, fiduciary advisor, we charge $525 per month—regardless of how much you have invested. That means no AUM-based fees, no commissions, and no incentive to sell you anything. Our only job is to help you make smart, confident financial decisions and guide you through retirement with clarity. We leverage tools like eMoney for retirement planning, Holistiplan for advanced tax analysis, Nitrogen for risk alignment, and Schwab’s iRebal® for efficient trading and portfolio management. You get the power of a large-firm platform—with direct access to a CFP® who knows your name, your values, and your goals. We help answer the questions that matter most: Are we financially ready to retire? What’s our optimal Social Security strategy? How do we minimize taxes and create steady income? How should we invest for both safety and growth? Every relationship starts with a personalized plan, built around your vision and your numbers—not generic assumptions. And we don’t stop there. As life evolves, we adapt your strategy, manage the details, and stay by your side through every decision that matters. Evergreen was founded by Nick Stevens, CFP®, after 12 years at a national investment firm. Tired of impersonal service and product-pushing incentives, he built Evergreen to give clients what they truly want: independent advice, fair pricing, and a relationship with someone who takes their retirement as seriously as they do. Nick lives in Boston with his wife Rachel, their young son, and a spirited dog named Sam. He’s a weekend DIYer, avid golfer, and firm believer that planning and consistency are the keys to success—in both life and investing. If you're looking for a modern advisor with both high-tech tools and high-touch service, Evergreen Wealth Management might be the partner you've been looking for.

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.