As the CEO and CIO of Allodium Investment Consultants, I lead our team in providing comprehensive wealth management to our clients. I hold the CFP®, CFA®, and AIF® designations and have been with Allodium since 2015. We are an employee-owned firm that was created to simplify and improve the financial lives of our clients. As a fee-only firm, we provide objective investment advice that is not biased by the sale of commission-based products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.

Derek Van Calligan is a CFP® professional at Allodium Investment Consultants, LLC with eight years of industry experience. He has worked at Allodium since 2019 and previously held roles at Sharkey, Howes & Javer and Ellenbecker Investment Group. Allodium Investment Consultants serves individuals, foundations, pension plans, trusts, and other entities with discretionary investment management, financial planning, and fiduciary consulting. The firm focuses on low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and offers both traditional and digital portfolio services.

Kimberly Hamlin is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Allodium Investment Consultants, LLC and has previously worked at firms including Prowealth Financial, Cetera, and Voya Financial Advisors. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances, with a process that includes ongoing monitoring and quarterly reviews.

Saul Baumann is a CFP® professional with 13 years of industry experience, currently serving at Allodium Investment Consultants, LLC since 2021. He previously worked at Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, typically employing low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances.

Jessi & the team at Penobscot Financial Advisors serve clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from changing jobs and handling inheritances, to preparing for retirement and enjoying retirement. PFA works as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized. We offer both Financial Planning + Asset Management or stand-alone Financial Planning. PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly. As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.