John Macdougall

Senaida Bautista is a financial advisor with Clarity Wealth Management LLC in Montague, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at several firms including AE Wealth Management and Dale A. Frank Financial, and currently owns Steadfast Insurance LLC. Bautista also serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides asset management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm offers tailored investment programs using various analytical methods and is notable for its pension consulting, service to charitable organizations, and participant education for plan sponsors.

Ryan Belanger Saleh is a financial advisor at Waldo.ai, Inc. He holds a Series 65 designation and has been with Waldo.ai since 2023. Prior to this, he worked at Gatsby Digital, Inc., Daisy Daisy Digital, LLC, and Blue Technologies, LLC. Waldo.ai provides discretionary investment management and advisory services exclusively to corporate and business clients through an online platform. The firm offers ETF-based model portfolios managed on a discretionary basis and delivered via a wrap-fee program, focusing solely on entity accounts rather than individuals or high-net-worth clients.

Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Steve Kim is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Orbis Wealth Management and has previously worked with several firms including Gradient Securities, Monadnock Financial, and Dublin Health & Benefit Group. Outside of his advisory work, Kim serves on boards for nonprofit organizations such as Monadnock Community Hospital and the Colonial Performing Arts Center, and he is involved with the Rotary Club scholarship committee. Orbis Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analysis techniques to guide asset allocation and portfolio oversight, with regular account reviews and monitoring that includes rebalancing and tax-loss harvesting.

Melissa Sweet is the principal advisor at SweetMoney in Greenfield, MA, holding a Series 65 designation with 23 years of industry experience. She has been leading SweetMoney since 2015 and has also been involved with MONEY$ENSE since 2002. SweetMoney provides financial planning, counseling, and coaching services focused on budgeting, debt management, savings, and major financial decisions for individuals and couples across income levels. The firm offers in-person and phone consultations, written reports, and conducts workshops for employers and educational institutions, emphasizing education and referrals to third-party managers for clients seeking active portfolio management.

Robert Hodge is the sole advisor at Hodge Financial Services, LLC in Hinsdale, NH, holding a Series 66 designation with 28 years of industry experience. He has worked at Wadsworth Investment Co., Inc. and operated Hodge Associates since 1988. The firm provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $19.7 million for a primarily long-standing client base. Hodge Financial Services employs a discretionary, active asset-allocation strategy using mutual funds and ETFs, incorporating market timing, charting, and fundamental analysis to adjust allocations, and may shift assets to money market funds in elevated risk environments.