Eric Hallman is a CFP® with 10 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2024. He previously worked at SVB Private for three years and Fidelity Investments for five years. WestView Investment Advisors is an SEC-registered firm with four advisors managing approximately $228.6 million for about 165 clients. The firm serves individuals, high-net-worth households, and plan sponsors, providing investment management, financial planning, and retirement plan consulting tailored to client goals and risk tolerance.

Joshua Graham is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with WestView Investment Advisors and previously worked at Shadowfax Capital Management and M Partners. WestView Investment Advisors is a team-based SEC-registered firm managing approximately $228.6 million for about 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, quantitative, and technical analysis tailored to client goals and risk tolerance.

Benjamin Nostrand is a CFP® with 18 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2013. He previously founded Nostrand Financial Planning, LLC, where he worked from 2008 to 2013. Nostrand holds the Series 65 designation and is based in Burlington, VT. WestView Investment Advisors is a supported, SEC-registered firm with four advisors managing approximately $228.6 million for around 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a combination of fundamental, quantitative, and technical analysis tailored to client goals and risk tolerance.

Louise Gibbs is a financial advisor at WestView Investment Advisors in Burlington, VT, holding a Series 65 designation with 10 years of industry experience. She has been with WestView since 2015, initially at Westview Investment Advisors, LLC, and continuing at Westview Management, LLC since 2020. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers portfolio management, financial planning, and retirement plan consulting, tailoring asset-allocation strategies to client goals and risk tolerance using a range of analytical methods.