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.

Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Razvan Mirica is a financial advisor at Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Flagship Harbor Advisors and LPL Financial. Mirica Wealth is an independent advisory firm managing approximately $15.5 million for 37 clients, providing financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, corporations, and charitable organizations. The firm combines diversified passive portfolio construction with technical and cyclical analysis and offers subscription-style ongoing financial planning with scheduled reviews and updates.

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.

Michael Taxman is the sole advisor at Michael D. Taxman Investment Management, an independent firm based in Hanover, NH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including three years at First Financial Resources prior to founding his firm in 2003. The firm provides ongoing investment supervisory services to individuals, trusts, foundations, and charitable organizations, managing $137 million across 76 accounts as of December 31, 2025. It employs individualized investment strategies focused on broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by select fixed-income instruments, with an emphasis on U.S., international, and emerging market equities and shorter-term, higher-quality bonds.

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.

Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.

Jeffrey Harris is a CFA charterholder with 21 years of industry experience. He has been with JMH Wealth Management, LLC since 2006. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm offers discretionary investment management integrated with financial planning, focusing on fundamental analysis of equities, fixed income, mutual funds, and ETFs with a long-term investment horizon.

Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.

Anthony Ash is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is a managing partner at Dattilio & Ash Capital Management, LLC, where he has been self-employed since 2015. The firm provides investment advisory and portfolio management services to individuals, families, trusts, businesses, and charitable organizations. Dattilio & Ash Capital Management uses a long-term strategic asset allocation approach, typically implemented through a core-satellite structure of low-cost passive funds, and combines accounting expertise with institutional investment experience to offer tax-aware planning and customized portfolio solutions.

Stephanie Yaroshevich is a financial advisor at Wadsworth & Daulaire Financial Planners in Hanover, NH, with one year of industry experience. She holds a Series 65 designation and previously worked at Global Rescue LLC for 13 years. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm offers comprehensive and focused planning across various areas and follows a tailored planning process, generally recommending mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.

Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.

Susan Goodell is a CFP® professional with 12 years of experience, currently serving at Otto & Associates, Inc. in Norwich, VT, where she has worked since 2009. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses, providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, utilizing no-load mutual funds, ETFs, and selective alternative investments.

Douglas Loudon is a CFA® charterholder with 11 years of industry experience. He is affiliated with Loudon Investment Management, LLC, where he has been working since 2001. Loudon Investment Management provides investment supervisory services and portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and ongoing portfolio monitoring.

John Hutchins is a CFP® with 31 years of industry experience, currently affiliated with The Wealth Conservatory in Lebanon, NH. He has been with Comprehensive Planning Associates since 1995. The Wealth Conservatory serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, consulting, wealth management, and educational workshops. The firm uses a fee-only model with a focus on passive, academic investment strategies, systematic rebalancing, and tax-loss harvesting.

Daniel Megill is a Series 65-registered advisor with World Market Advisors in Hanover, NH. He has been in the industry since 2026 and previously held roles at Ethne Health and Samaritan's Purse. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to construct long-term, passive-oriented portfolios and offers a range of financial planning services including a subscription model and pension consulting.

Douglas Tengdin is a CFA® charterholder with six years of experience at World Market Advisors. He previously spent 19 years at Charter Trust Company. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to create investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

Deborah Maher is a CERTIFIED FINANCIAL PLANNER™ at Otto & Associates, Inc. in Norwich, VT, with five years of industry experience. She has been affiliated with Otto & Associates since 1997. Otto & Associates, Inc. provides personalized financial planning and discretionary investment management primarily to individuals and families, as well as charitable organizations, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $286.6 million for about 155 clients, focusing on strategic asset allocation and using no-load mutual funds and ETFs with both fundamental and selective technical analysis.