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 Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services before joining Apex Investment Group in 2025. He is also a licensed insurance agent. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios using diversified mutual funds, ETFs, and selective individual securities, with an emphasis on fundamental and technical analysis.

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 firms including Mascoma Bank and Citizens Securities, Inc. Outside of finance, his background includes roles at Proctor Academy and Margaritas Restaurant. 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 that emphasizes a diversified, low-cost ETF core supplemented by active and strategic allocations guided 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 CFP® professional with 13 years of industry experience. He has been with Mascoma Wealth Management since 2017 and previously worked at LPL Financial and Mascoma Savings Bank. Mascoma Wealth Management provides comprehensive financial planning and 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 focused on a predominantly ETF-based core, supplemented by active and strategic allocations guided by an in-house Investment Committee.

Douglas Kerr is a financial advisor at Investmark Advisory Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investmark Advisory Group since 2017. His prior experience includes positions at Commonwealth Financial Network, Investmark Advisory Services, Inc., and Osaic FA, Inc. Kerr is also involved as a life settlement broker, engaging with clients and centers of influence several times a year. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 and health savings plans. The firm uses a mix of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary asset management through multiple custodial platforms.

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.

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 Series 65-licensed financial advisor with nine years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at Carlson Investments, Credit Sights, Taylor, Cottrill LLC, and Hutchens Investment Management Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and acts as both sponsor and overseer of wrap and sub-advisor arrangements.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides customized financial advice and portfolio management services to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a variety of investment strategies, including passive, active, tactical, and ESG-oriented options.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Benjamin F. Edwards & Co since 2014. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services.

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.

Bradley Michalchuk is a CFP® professional with five years of industry experience, currently serving at Carson Wealth. His prior roles include positions at Wells Fargo Advisors, The Millstone Evans Group, and Maia Wealth. Carson Wealth operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment options.

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, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wheelock Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also a 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 supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kristen Laundry is a financial advisor at Carson Wealth with a Series 66 designation and three years of industry experience. She has worked at firms including Cetera Wealth Services LLC, Wells Fargo Advisors, and Mascoma Wealth Management. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, and employs an Investment Committee to oversee model portfolios and provide tailored investment solutions.

Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside the financial sector. Morse holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Jessica Matheson is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Carson Wealth in Lebanon, NH. Her career includes roles at Wells Fargo Advisors and Clark Mortenson Agency. Jessica is affiliated with CWM, LLC, an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by model portfolio construction and ongoing portfolio oversight through an Investment Committee.

Brian Doyle is a financial advisor with Carson Wealth, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. He co-owns Doyle & Loughman Wealth Management Group LLC and Birch Point, both investment-related ventures based in Lebanon, NH. Carson Wealth operates as an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments, with investment strategies managed by an Investment Committee and supported by integrated technology and custodial relationships.