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 previously worked at Financial Navigators Inc. He also serves as an Assistant Professor at Dartmouth College, where he has taught since 2010. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm focuses on a tailored planning process covering investments, retirement, college funding, taxes, estate planning, and insurance, generally leaving investment management to clients or outside managers.

Anthony Abbate is a CFA® charterholder with 21 years of industry experience. He has been with Granite Value Capital, LLC since 2009, where he is the sole advisor. Granite Value Capital provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach with a concentrated equity strategy, focusing on stocks selected for profitability, balance-sheet strength, and low valuations, typically holding 30–45 positions.

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.

Daniel Johnson III is a CFP® with 13 years of industry experience, currently serving at The Wealth Conservatory in Lebanon, NH. His prior roles include positions at Comprehensive Planning Associates, Inc., Refocus Financial Planning, and Parsec Financial Management Inc. Outside of his advisory work, he manages rental property finances and tenant communications. The Wealth Conservatory provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach focused on asset allocation, systematic rebalancing, and tax-loss harvesting.

David Dattilio is a Series 65 licensed financial advisor with seven years of industry experience. He is a principal at Dattilio & Ash Capital Management, LLC and a shareholder and director of Schiffman, Dattilio & Company PC, a certified public accounting firm. He has worked with Schiffman, Dattilio & Company PC since 2005. Dattilio & Ash Capital Management serves individuals, families, trusts, businesses, and charitable organizations with customized, risk-targeted portfolios and comprehensive planning services. The firm focuses on long-term strategic asset allocation using primarily low-cost, passively managed ETFs and mutual funds, complemented by discretionary portfolio management and detailed cash-flow modeling for retirement planning.

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.

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.

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.