John Sands is an advisor at Loudon Investment Management, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2010. Loudon Investment Management serves individual investors, charitable organizations, and other clients, managing approximately $231.8 million across about 75 client relationships. The firm focuses on Investment Supervisory Services, using a combination of fundamental, technical, quantitative, and qualitative analysis to implement personalized portfolio strategies.

David Otto is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with Otto & Associates, Inc. since 1985 and is based in Norwich, VT. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses by providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, with core holdings in no-load mutual funds and ETFs, while incorporating private alternative investments and closed-end funds.

John Brendel Jr. is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Brendel & Fisher Wealth Management, LLC. In addition to advisory services, he is a licensed life insurance agent providing insurance solutions to clients as needed. Brendel Financial Advisors LLC offers personalized financial planning, consulting, and investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm employs a range of in-house investment models and utilizes various asset management strategies tailored to client risk profiles, managing approximately $226 million in assets.

Dorigen Hofmann is a financial advisor at Clean Yield Asset Management with 19 years of industry experience. She holds a Series 66 credential and has been with Clean Yield since 2006. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations by managing discretionary equity and balanced portfolios with an emphasis on environmental and social screening. The firm integrates financial analysis with exclusionary screens and offers services including fiduciary advice on retirement plan rollovers, regular market reviews, and occasional consulting for social businesses.

Joseph Bragdon is a financial advisor at Montis Financial, LLC with three years of industry experience. Prior to joining Montis Financial, he worked at Conservest Management for 50 years. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a broad range of investment instruments and specialized strategies while maintaining distinct operational policies on portfolio management and risk disclosure.

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.

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.

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.

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.

H Birkett Becker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked with LPL Financial, LLC since 1989 and joined Private Advisor Group in 2013. Becker provides investment advisory services through Private Advisor Group, an independent registered investment advisor firm. 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 employs a fiduciary-based model that integrates technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

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.

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.