Guy Abbott Alderdice Jr.

Carl Bulgini is a CFP® professional with 19 years of experience in financial advisory services. He is the principal of Fenwick Investments, LLC, an independent firm he has been associated with since 2012, and has also worked with Westport Resources Investment Services since 2014. In addition to his advisory role, Bulgini holds licenses as an insurance agent and mortgage loan originator, offering related products and services to clients. Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. The firm employs fundamental analysis and a long-term investment approach to build portfolios aligned with clients’ risk tolerances and time horizons, typically operating under discretionary authority to implement trades.

Bryan McPherson is a Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Round Table Investment Management, LLC, an independent firm based in West Lebanon, NH. In addition to his advisory role, he operates a sole-proprietorship providing accounting services to small businesses. Round Table Investment Management offers discretionary portfolio management to individuals and various entities, emphasizing fundamental analysis with a focus on income-producing securities and long-term investments. The firm manages approximately $52.5 million across a limited client base and provides custodial services through Charles Schwab.

Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.

Anthony Ash is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is a managing partner at Dattilio & Ash Capital Management, LLC, where he has been self-employed since 2015. The firm provides investment advisory and portfolio management services to individuals, families, trusts, businesses, and charitable organizations. Dattilio & Ash Capital Management uses a long-term strategic asset allocation approach, typically implemented through a core-satellite structure of low-cost passive funds, and combines accounting expertise with institutional investment experience to offer tax-aware planning and customized portfolio solutions.

Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.

Douglas Loudon is a CFA® charterholder with 12 years of industry experience and has been with Loudon Investment Management, LLC since 2001. He previously worked at PEG Capital Management Inc for nine years. Loudon Investment Management serves individual investors, charitable organizations, and other clients, managing approximately $231.8 million across about 75 client relationships. The firm emphasizes tailored portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on investment supervisory services rather than standalone financial planning.