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.

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.

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.

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® 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.

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 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.

Jessica Matheson is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services, as well as a 15-year tenure at Clark Mortenson Agency - The Hilb Group. She has worked with multiple firms concurrently since 2026, including CWM, LLC, Cetera Wealth Services, and Doyle and Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Brian Doyle is a financial advisor with CWM, LLC in Lebanon, NH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wells Fargo Advisors and related entities from 2009 to 2026, and he is currently a principal of Doyle & Loughman Wealth Management Group LLC. He also has ownership interests in investment-related ventures including Birch Point and Doyle Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

James Rushton is a financial advisor at TIAA-CREF with 32 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at TIAA-CREF since 2015, following a 17-year tenure at Fidelity. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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.