Michael David Taxman

David Ely is a CFP® and ChFC® with seven years of experience in financial planning. He is the sole advisor at Sugar Hill Advisors, LLC, an independent firm based in Enfield, NH. Ely has worked with Sugar Hill Advisors since 2009, with a brief tenure at Twin Pines Housing Trust from 2016 to 2017. Sugar Hill Advisors provides financial planning services to individuals, high-net-worth individuals, and charitable organizations, offering plans without an asset minimum. The firm emphasizes diversified investment recommendations and employs a long-term approach, focusing on delivering written financial plans rather than ongoing portfolio management.

Razvan Mirica is the principal advisor at Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Flagship Harbor Advisors, LPL Financial, and Ameriprise. Since 2018, he has operated Mirica Wealth Management LLC as an independent advisory firm. Mirica Wealth serves individuals, families, high-net-worth clients, corporations, and charitable organizations by providing financial planning and discretionary portfolio management. The firm primarily uses diversified, passive portfolios with index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, offering subscription-style ongoing financial planning with regular reviews.

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.

Sarah Glass is the principal and sole advisor at FULLA Financial Planning, an independent registered investment adviser. She holds the Series 65 designation and has one year of industry experience. Prior to founding her firm, she spent three years at Southern New Hampshire University and ten years with Sisters in Crime. Glass also volunteers on the investment committee of a charitable organization, contributing to policy review and manager oversight without compensation. FULLA Financial Planning provides fee-only financial planning and investment management primarily to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and passive investment management using mutual funds and ETFs, and it offers educational seminars on personal finance in addition to client-focused services.

Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the numbers on the page.