Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

Gregory Norris is a CFP® with 24 years of industry experience and is currently with Apex Investment Group. He has previously worked at Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm provides discretionary investment management and comprehensive financial planning, focusing on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities.

Dennis Gambino is a financial advisor with TRG Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, institutional clients, and state and municipal government entities. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, operating primarily on a non-discretionary basis.

Michael Hemingway is a financial advisor at Mascoma Wealth Management in Hanover, NH, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mascoma Wealth Management since 2020, following roles at Mascoma Bank, Citizens Securities, Inc., and Citizens Bank. Outside of finance, he has experience working at Margaritas Restaurant and has been involved with Proctor Academy and Paint N Place Signs. 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-based core, supplemented by active and strategic allocations as determined by an in-house Investment Committee.

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 at TRG Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research from 2012 to 2021. Outside of his advisory role, Burnett is involved with the Hanover Rotary and serves on the board of the Hartford Area Chamber of Commerce, both nonprofit organizations. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm emphasizes fiduciary education, retirement plan consulting, and offers a wrap fee program alongside multiple investment analysis and asset allocation approaches.

Douglas Kerr is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Investmark Advisory Group since 2017 and has been associated with Commonwealth Financial Network since 2014. Kerr also engages occasionally as a life settlement broker. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment options and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

Amanda Spencer is a financial advisor at Mascoma Wealth Management with three years of industry experience. She holds a Series 65 designation and has worked at Mascoma Wealth Management since 2017, following six years at Mascoma Bank. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profits, 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 and strategic allocations vetted by an in-house Investment Committee.

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.

Kristina Regan is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Carlson Investments and Credit Sights. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience, currently serving at Fortis Capital Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of February 2025.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies from model-based to customized portfolios and combines advisory services with broker-dealer capabilities and in-house trading operations.

Michael Hakoun is a financial advisor with OSAIC Institutions, INC. based in Hanover, NH. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, including roles at Infinex Investments, Ledyard Financial Advisors, and TD Bank. Outside of advising, he is involved in a children’s book sales promotion business through Vision 2918 Strategies LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs both fundamental and technical analysis and offers access to alternative investments, with a notable emphasis on non-discretionary assets.

Bradley Michalchuk is a CFP® with five years of industry experience, currently serving with CWM, LLC in Lebanon, NH. His prior work history includes roles at Cetera Wealth Services, Wells Fargo Advisors, and The Millstone Evans Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines multiple investment approaches with various third-party resources and customization tools.

Chad Richardson is a financial advisor at Mariner Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates for five years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines discretionary customized portfolios with in-house research and third-party managers, and offers integrated tax services and administrative family office support.

Martha Cottrill is a CFA® charterholder with 25 years of industry experience. She currently works at Mariner Wealth Advisors and has held positions at Taylor, Cottrill, Erickson and Associates, Inc. Previously. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines internal research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services.

Peter Fahey Jr. is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Wells Fargo Advisors and Wheelock Advisors. He is co-owner of Wheelock Investment Partners LLC, an entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Kristen Laundry is a financial advisor with CWM, LLC and holds a Series 66 designation. She has three years of industry experience, including roles at Doyle and Loughman Wealth Management Group LLC and Wells Fargo Advisors. Prior to her financial services career, she worked in construction and education. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines various investment strategies and tools, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

William Fracalossi is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 and Series 63 licenses. His work history includes roles at GWFS Equities, Inc. and Wells Fargo Clearing, where he worked from 2016 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model tied to Empower’s recordkeeping and administrative platforms.