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.

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-credentialed financial advisor with nine years of industry experience. He has held advisory roles at Carson Wealth, Fisher Financial Advisors LLC, and Brendel & Fisher Financial Advisors, and has experience outside finance, having worked at Proctor Academy for three years. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment process and providing tailored portfolio solutions through various institutional partnerships.

Stephen Loughman is a CFP® professional with 22 years of industry experience, currently affiliated with Carson Wealth. His career includes roles at Cetera Wealth Services, Wells Fargo Advisors, and A. G. Edwards & Sons. He co-owns Doyle and Loughman Wealth Management Group and New Boston S Corp, both investment-related ventures based in Lebanon, NH. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan management. The firm employs a model portfolio approach guided by an Investment Committee and provides tailored solutions including custom indexing and alternative investments.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nathan Karol is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, Karol is founder and president of a strategy consulting firm, serves as a volunteer board treasurer for Littleton Regional Healthcare, chairs the board of the nonprofit First Tee of New Hampshire, and works seasonally as a ski instructor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning services and ongoing discretionary management with fiduciary standards and operates within a vertically integrated structure that includes donor-advised fund advisory services.

Philip Mccaull is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and possessing 25 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is a 50% owner of Wheelock Investment Partners LLC, an entity engaged in 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 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michele Mardanes is a financial advisor at Carson Wealth with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Michele is currently based in Lebanon, NH. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Nancy St Aubin is a financial advisor with Carson Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers services including discretionary asset management, financial planning, and retirement plan services, with an investment approach driven by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Jared Colin Petrizzi is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Bar Harbor Bank and Trust and Infinex Investments since 2018, with prior experience at Merrill, Bank of America, N.A., and Oppenheimer. OSAIC Institutions, Inc. serves 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 with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Mitchell Stagnone is a financial advisor with Cetera and holds a Series 66 designation, bringing three years of industry experience. He is a partner at Tyler, Simms and St. Sauveur CPA’s, P.C., a firm providing assurance, tax consulting, compliance, and estate planning services. In addition to his advisory role, he is involved in several business ventures including wealth management and financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms through a large nationwide network of independent advisors.

Mary Smith is a CFP® with 29 years of experience in financial advising, currently with Ameriprise since 2020. She previously worked for American Express Financial Advisors Inc. for 24 years. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kevin Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. He serves as a board member and volunteer for the Saltbox II Homeowners Association in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and model strategies, including proprietary and third-party options, with services tailored to client objectives and incorporates institutional features such as advisor transition support and compliance oversight.

Sheldon Stansfield is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He collaborates closely with clients to develop financial plans tailored to their individual goals, drawing on Merrill's investment insights and leveraging the resources of Bank of America to provide comprehensive banking and lending solutions. Sheldon’s approach integrates a full understanding of each client's financial picture to navigate changing market conditions effectively. With extensive experience in areas such as education planning, family wealth management, legacy planning, socially responsible investing, and tax minimization, Sheldon and The SWP Group offer clients access to a global network of specialists and in-house managed investment portfolios. The group’s collective expertise spans over 60 years, emphasizing integrity and thoughtful leadership to support clients’ long-term financial objectives. Sheldon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Trinity College as well as a High School Diploma from Kimball Union Academy. Outside of his professional role, Sheldon participates actively in community organizations including Kimball Union Academy, Opera North, The Howe Library, and Willing Hands. He also pursues a range of personal interests such as adventure sports, biking, hiking, skiing, ice hockey, music, swimming, tennis, and spending time with his family. Fluent in English and Chinese, Sheldon continues to prioritize building strong client relationships through personalized service and community engagement.

Lucy Wagner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the SWP Group, a team with 75 years of combined industry experience. She supports families and business owners by delivering a disciplined approach to investing, transparent fees, and proactive communication to help clients reach their financial goals. Lucy began her career at Merrill Lynch Wealth Management as an intern before joining the firm full-time in 2007. She has held roles including Registered Client Associate and positions within the Practice Management Consulting Group and Advisor Strategy & Development, where she contributed to initiatives such as the Optimal Practice Model strategy, campus recruitment, diversity efforts, and coaching the next generation of advisors. Her expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and working with women and wealth. Lucy holds a Bachelor's Degree from Wagner College and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations including Thetford Academy and the Upper Valley Business Alliance, and participates in community initiatives such as New York Cares, New York Says Thank You, Room to Grow, The Bowery Mission, and Thetford Academy. Lucy lives in New Hampshire where she enjoys hiking, bicycling, and engaging with her local community.

Vincent Whatley is a CFP® with 24 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC over a 15-year period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Joseph Palatucci is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Merrill Lynch since 1997, concurrently associated with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Windsor, Vermont. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individual, high-net-worth, pension, corporate, and charitable clients. The firm offers model-based and discretionary investment strategies overseen by internal and third-party managers and emphasizes varied portfolio implementation aligned with client tax sensitivity and investment restrictions.

Bruce Sallah is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kenneth Goodrow is a Series 66-licensed financial advisor with nine years of industry experience, currently working with Cetera. He has held roles at Avantax and 1st Global, and maintains a longstanding affiliation with Tyler, Simms & St. Sauveur, PC, where he provides CPA services. Goodrow serves as an audit and accounting committee member for the UTO Team America, a business association of CPA firms focused on the automobile industry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.