Duane Goodell is the sole advisor at Optimum Wealth LLC in Keene, NH, holding a Series 63 designation with 29 years of industry experience. He has worked with Optimum Wealth LLC since 2017 and was previously affiliated with Triad Advisors, Inc. from 2000 to 2017. Outside of his advisory role, he manages Optimum Financial LLC, which provides insurance, commercial lending brokerage, and marketing services. Optimum Wealth LLC is a fee-based financial planning and investment advisory firm serving individuals, businesses, and employer retirement plans. The firm offers comprehensive planning, discretionary management of variable annuities and life products, and ERISA plan consulting, often coordinating with third-party money managers to tailor client strategies and oversee ongoing performance.

Ryan Belanger Saleh is a financial advisor at Waldo.ai, Inc. and holds a Series 65 designation with one year of industry experience. His prior work history includes roles at Gatsby Digital, Inc., Daisy Daisy Digital, LLC, and Blue Technologies, LLC. Waldo.ai is an independent, internet-only advisory firm providing discretionary investment management, advisory, and sub-advisory services through an online portal to independent advisors, financial institutions, and individual investors. The firm manages multiple wrap fee programs using model portfolios based on risk tolerance and employs quarterly rebalancing overseen by an investment committee.

Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Anthony Olson is the principal of Olson Economics, LLC, an independent advisory firm based in Keene, NH. He holds the PFS™ designation and Series 65 license, with 14 years of experience in financial advising and over 30 years as a CPA. Olson has operated his accounting practice since 1994 alongside his advisory work. Olson Economics provides financial planning and portfolio management services primarily to individuals and trusts, offering tailored plans and investment recommendations. The firm typically employs a conservative, long-term, buy-and-hold investment strategy focused on index and mutual funds, with most portfolio management conducted on a non-discretionary basis.

Elizabeth Catlin is a Certified Financial Planner® with 20 years of industry experience. She has been with Bluestone Wealth Management LLC since 2005. The firm provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Bluestone employs a long-term, index-focused investment approach across five core asset classes, typically using mutual funds and ETFs, and offers integrated tax, accounting, and legal considerations through its principals' advanced credentials.

founded Birch Financial Group with the belief that financial planning should feel personal, collaborative, and empowering—not transactional. Too often, people are handed generic advice that doesn’t truly reflect their goals, values, or the life they want to build. My approach is different. I work closely with clients to create customized financial strategies that help bring clarity to complex decisions and confidence to every stage of life. As an advisor, I focus on long-term relationships and comprehensive planning. Whether we’re helping someone prepare for retirement, navigate a major life transition, optimize investments, manage taxes strategically, or coordinate estate and legacy planning, the goal is always the same: helping clients make smarter financial decisions with a trusted partner by their side. I believe great advice starts with listening, understanding what matters most, and building a plan around the person—not just the portfolio. As a person, I value authenticity, trust, and meaningful connection. I genuinely enjoy getting to know the people and families we serve and being part of their journey over time. At Birch Financial Group, we strive to create an experience where clients feel supported, informed, and cared for—because financial planning is ultimately about helping people live better lives with greater peace of mind.

Liana Poodiack is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Birch Financial Group. She has previously worked at Steward Partners and Wells Fargo Advisors. Outside of her advisory role, she is the proprietor of Peterboro Tool Company Inc. and serves as an officer and board member of the Whitney Road Association in Stoddard, NH. Birch Financial Group is a fee-only registered investment adviser managing over $260 million in assets for individual, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active strategies along with third-party platforms to create client-specific investment policies and manage a range of planning and wealth management services.

Christine Clinton Catlin is a financial advisor at Bluestone Wealth Management LLC in Keene, NH, holding a Series 65 designation with 20 years of industry experience. She has been with Bluestone Wealth Management since 2005. Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, index-focused investment approach across core asset classes, typically using mutual funds and ETFs, and offers comprehensive financial planning and portfolio supervision.

Cameron Feyrer is a CFP®-designated financial advisor with three years of industry experience, currently with Founders Financial Securities LLC. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and KPMG. He serves as a board member of the North Quabbin Chamber of Commerce in Athol, MA. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and sub-advisory relationships.

Paul Fitzpatrick is a financial advisor with LPL Financial in Gardner, MA, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with LPL Financial since 1996 and currently operates through Northeast Planning Associates, Inc. Prior to focusing on his advisory work, he served as Vice President of Financial Services at GFA Financial Group. Paul is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Steven Bergeron is a financial advisor with Wealthcare Capital Management LLC in Keene, NH, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC Institutions, LPL Financial, and Chittenden Securities. Outside of advisory work, he is also a notary. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, emphasizing a long-term, evidence-based investment approach supported by behavioral economics and proprietary quantitative measures.

William Kessler is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Founders Financial Securities since 2006. Outside of his advisory role, he serves as a trustee for Athol Savings Bank and is District Deputy Grand Master for the Grand Lodge of Massachusetts, involving charitable activities. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and specialized retirement consulting, utilizing multiple advisory platforms and combining advisory, brokerage, and insurance services.

Christina Apgar is a financial advisor at Lincoln Investment with 15 years of industry experience. She holds a Series 66 license and has previously worked at Valic Financial Advisors, Agia, and Edward Jones. Apgar serves as president of the Old Homestead Garden Club, a local nonprofit organization. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Alicia Thomas is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds a Series 65 designation and has worked at TD Bank N.A. since 2020, as well as previously at Morgan Stanley and Peoples United Bank. Outside of her advisory role, she works as a server at Donovan's, a restaurant and pub. TD Private Client Wealth LLC offers managed account programs and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm operates primarily on a percentage-of-AUM wrap fee model and serves clients through a discretionary trading authority framework.

Ryan Gravina is a CFP® with eight years of industry experience currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and Citizens Investment Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management solutions.

Cynthia Kordys is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2013. Outside of advising, she serves as a Trustee of Trust Funds for the Town of Swanzey, NH, where she reviews municipal trust funds and investment policies. Centaurus Financial provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary arrangements.

Amanda Stone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Citizens Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a variety of investment products through a platform that combines strategic and tactical asset allocation.

Samuel Sibert is a financial advisor with Empower Advisory Group in Keene, NH, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase and Campbell & Fetter Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Michael Kapiloff is a ChFC® with 12 years of experience at Money Concepts Capital Corp and over four decades at Kapiloff Insurance Agency, Inc., where he serves as Vice President. He is also a board member of a local organization in Keene, New Hampshire. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment approaches, integrating fundamental and technical analysis with modern portfolio theory.