Cornerstone Financial Planning, LLC

Jillian Wagner is a financial advisor at Cornerstone Financial Planning, LLC in Portsmouth, NH, holding a Series 65 designation with one year of experience at the firm. Prior to joining Cornerstone, she worked in various roles including at Tamarack Grief Resource Center and Lowell Observatory. Cornerstone Financial Planning provides financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, using diversified allocations primarily through mutual funds and ETFs, and employs model portfolios and third-party money managers.

Danielle Pensinger is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cornerstone Financial Planning, LLC in Portland, ME. She has four years of industry experience and has worked at Cornerstone since 2019. Prior to her financial advisory career, she was employed at VCA Chiquita Animal Hospital and Chiquita Animal Hospital from 2014 to 2019. Cornerstone Financial Planning provides financial planning and investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes diversified allocations using mutual funds and ETFs, relies on model portfolios and third-party money managers, and offers both discretionary and non-discretionary management, including specialized services such as divorce-focused consulting.

Barry Betters is a Certified Financial Planner® with 11 years of industry experience. He has worked at Cornerstone Financial Planning, LLC since 2021 and previously held roles at Zeiders Enterprises Inc., Paladin Advisors, LLC, and Fidelity Investments. Betters serves on the advisory board of NextStep Portfolios, LLC, providing mentorship and networking support. Cornerstone Financial Planning, LLC offers financial planning and investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes diversified portfolios using mutual funds and ETFs, employs model portfolios and third-party managers, and provides both discretionary and non-discretionary management.

Mackenzie Parsons is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Financial Planning, LLC in Portland, ME. Parsons has been with Cornerstone since 2014. Outside of financial advising, Parsons is the managing member and owner of West Mountain Margarita LLC, which operates short-term rental properties. Cornerstone Financial Planning provides financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth individuals, emphasizing diversified portfolios implemented mainly with mutual funds and ETFs, and offers both discretionary and non-discretionary management options.

Derek Bonneau is a financial advisor at Cornerstone Financial Planning, LLC in Portsmouth, NH. He holds a Series 65 designation and began his advisory role in 2025. Prior to joining Cornerstone, he worked for the Commonwealth of Massachusetts from 2014 to 2025. Cornerstone Financial Planning provides financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes diversified allocations using mutual funds and ETFs, relies on model portfolios and third-party money managers, and serves both non-high-net-worth and high-net-worth clients.

Sara Casale is a CFP® and holds a Series 66 license with eight years of experience in financial advising. She has worked at Cornerstone Financial Planning, LLC since 2021 and previously held roles at Rover.com, Atlas Private Wealth Management, and The Ayco Company LP. Cornerstone Financial Planning, LLC provides financial planning and investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes diversified portfolios using mutual funds and ETFs, relies on model portfolios and third-party managers, and offers both discretionary and non-discretionary management.

Christina Traurig is a Certified Financial Planner® with 10 years of industry experience. She has worked at Cornerstone Financial Planning, LLC since 2017 and previously at Winebrenner Capital Management LLC from 2014 to 2017. Cornerstone Financial Planning provides financial planning and investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes diversified portfolios implemented primarily with mutual funds and ETFs, using model portfolios and third-party money managers, and offers both discretionary and non-discretionary management.