Charles Stephen is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.

John Dougherty is a financial advisor with Glenwood Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance Company, Steward Partners, Raymond James Financial Services, and Renaissance Financial Corp. Outside of financial advising, he manages a rental property, handling tenant screening, lease approvals, and maintenance oversight. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, utilizing a mix of actively managed funds, index funds, and ETFs, with client assets custodied at Charles Schwab.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.