Madalyn Dow is a CFP® with eight years of industry experience, currently serving at Mascoma Wealth Management. Her prior roles include positions at LPL Financial LLC, Community Financial Services Group, Infinex Investments, and NHTrust. She is also an independent licensed insurance agent in New Hampshire, licensed for life, accident, health, and variable insurance. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a diversified, low-cost ETF core, supplemented by active strategies and supported by an in-house Investment Committee and partnerships with leading money managers and sub-advisers.

Matthew Dattilio is a financial advisor at Mascoma Wealth Management in Hanover, NH, holding CFP® and Series 66 designations with 12 years of industry experience. He has worked at Mascoma Wealth Management since 2017 and previously held roles at LPL Financial LLC and Mascoma Savings Bank. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations overseen by an in-house Investment Committee.

Steven Burnett is a financial advisor with TRG Investment Advisors, LLC, holding Series 63 and 66 licenses and bringing 23 years of industry experience. His career includes roles at Cambridge Investment Research advisors Inc., Stancorp Investment Advisers, Inc., and Invesmart Advisors Inc. Outside of his advisory work, Burnett serves as a member of the Hanover Rotary and as a board member of the Hartford Area Chamber of Commerce. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, 529 account management, and retirement plan consulting. The firm operates as a fiduciary and utilizes fundamental, quantitative, and qualitative analysis with various asset allocation strategies across discretionary and non-discretionary accounts.

Eric Becker is a CFA® charterholder with 31 years of industry experience and has been with Clean Yield Asset Management since 2009. He holds the Series 65 designation and serves as a Trustee for Sterling College, participating on its finance committee with responsibilities including investment oversight. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a fiduciary role in retirement plan rollovers under ERISA/IRC. The firm combines financial analysis focused on quality, valuation, and balance-sheet review with environmental and social screening across its investable universe, and engages in educational activities and consulting related to socially responsible investing.

Amanda Spencer is a financial advisor at Mascoma Wealth Management in Hanover, NH, holding a Series 65 designation with four years of industry experience. She has been with Mascoma Wealth Management since 2017 and previously worked at Mascoma Bank from 2011 to 2017. Mascoma Wealth Management provides comprehensive financial planning and portfolio management to individuals, families, high net worth clients, non-profits, retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with large money managers and third-party sub-advisers.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Susan Winchester is a financial advisor at Mascoma Wealth Management with 24 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Mascoma Wealth Management in 2023, she worked at Ledyard Financial Advisors and spent a decade at Wea Investment Services, Inc. Mascoma Wealth Management provides comprehensive financial planning and portfolio management services to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm’s investment approach emphasizes low-cost, diversified ETF-based core portfolios supplemented by active strategies, supported by an in-house Investment Committee and partnerships with third-party managers.

Elizabeth Glenshaw is a Series 65-licensed financial advisor with 15 years of industry experience. She is affiliated with Clean Yield Asset Management and has worked with the Calvert Foundation since 1999. Elizabeth serves on the Vermont Public Radio Board and chairs their investment committee. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm integrates financial analysis with exclusionary screens and offers services including retirement plan rollovers, alternative impact investments, and educational outreach.

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

Michael Hakoun is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Infinex Investments, Inc., Ledyard Financial Advisors, and TD Private Client Wealth LLC. Outside of his advisory role, he is involved with Vision 2918 Strategies LLC, a holding company focused on promoting children's books. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with discretionary and non-discretionary accounts.

H Birkett Becker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Private Advisor Group since 2013 and has been with LPL Financial, LLC (formerly Linsco/Private Ledger Corp.) since 1989. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model and combines technology platforms with multiple investment strategies while often implementing advice through third-party managers and TAMPs.

Elizabeth Rogers is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Brandon Nero is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Nathaniel Fisher is a Series 65-licensed advisor with CWM, LLC and Fisher Financial Advisors LLC, bringing nine years of industry experience. His work history includes roles at Carson Wealth and Brendel & Fisher Financial Advisors, as well as a position at Proctor Academy. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jared Colin Petrizzi is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Bar Harbor Bank and Trust and Infinex Investments since 2018, with prior experience at Merrill, Bank of America, N.A., and Oppenheimer. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Kevin Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. He serves as a board member and volunteer for the Saltbox II Homeowners Association in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and model strategies, including proprietary and third-party options, with services tailored to client objectives and incorporates institutional features such as advisor transition support and compliance oversight.

Sheldon Stansfield is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He collaborates closely with clients to develop financial plans tailored to their individual goals, drawing on Merrill's investment insights and leveraging the resources of Bank of America to provide comprehensive banking and lending solutions. Sheldon’s approach integrates a full understanding of each client's financial picture to navigate changing market conditions effectively. With extensive experience in areas such as education planning, family wealth management, legacy planning, socially responsible investing, and tax minimization, Sheldon and The SWP Group offer clients access to a global network of specialists and in-house managed investment portfolios. The group’s collective expertise spans over 60 years, emphasizing integrity and thoughtful leadership to support clients’ long-term financial objectives. Sheldon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Trinity College as well as a High School Diploma from Kimball Union Academy. Outside of his professional role, Sheldon participates actively in community organizations including Kimball Union Academy, Opera North, The Howe Library, and Willing Hands. He also pursues a range of personal interests such as adventure sports, biking, hiking, skiing, ice hockey, music, swimming, tennis, and spending time with his family. Fluent in English and Chinese, Sheldon continues to prioritize building strong client relationships through personalized service and community engagement.

Lucy Wagner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the SWP Group, a team with 75 years of combined industry experience. She began her career at Merrill Lynch Wealth Management as an intern and joined full-time in 2007. Over the years, she has held roles such as Registered Client Associate and contributed to the Practice Management Consulting Group focusing on the Optimal Practice Model strategy. Her work within Advisor Strategy & Development has included initiatives in campus recruitment, diversity, client acquisition, and coaching the next generation of Merrill advisors. Lucy assists families and business owners in developing personalized financial strategies aimed at achieving their financial goals. Her approach emphasizes understanding each client's unique needs, offering tailored investment management, financial planning, transparent fees, and proactive communication. Through her access to resources from Bank of America and Merrill, she provides solutions including cash and portfolio management, retirement planning, lending, banking, and tax-efficient strategies. She holds a Bachelor's Degree from Wagner College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lucy resides in New Hampshire where she enjoys hiking, bicycling, and engaging in her community. She is involved with organizations such as Thetford Academy, Upper Valley Business Alliance, New York Cares, New York Says Thank You, Room to Grow, and The Bowery Mission.