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 principal advisor at Michael D. Taxman Investment Management in Hanover, NH, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2003. The firm provides ongoing investment supervisory services to individual and trust clients, as well as foundations and charitable organizations. Its investment approach emphasizes individualized strategies with broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by fixed-income instruments, focusing on a small client base and a substantial asset base.

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.

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

We help you write your own Smart Plan. A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your other advisors, and assure that it stays on track. We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm. At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.

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.

John Brendel III is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Brendel Financial Advisors provides personalized financial planning, consulting, and investment management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a structured investment process featuring model strategies such as Dividend, Microcap, and a thematic growth portfolio called “Tomorrow,” and integrates specialized equity strategies and multi-generation planning.

Eric Wadsworth is a CFP® professional with 15 years of experience in financial planning. He is a partner at Wadsworth & Daulaire Financial Planners and has worked previously with Financial Navigators Inc. Since 2010, he has also served as an assistant professor at Dartmouth College, teaching in the business school. Wadsworth & Daulaire Financial Planners provides comprehensive and focused financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm follows a tailored planning process and generally does not manage client assets, instead recommending asset allocations using mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.