Stephen Loughman is a CFP® professional with 22 years of experience in the financial industry. He is currently affiliated with CWM, LLC and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-owner of Doyle and Loughman Wealth Management Group and fully owns New Boston S Corp, both investment-related ventures based in Lebanon, NH. 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, offering a range of retirement-plan and institutional 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 with CWM, LLC, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Doyle and Loughman Wealth Management Group, Wells Fargo Advisors, and Wells Fargo Clearing. 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 employs a discretionary portfolio management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan services.

Nancy St Aubin is a financial advisor with CWM, LLC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026 before joining CWM in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, while emphasizing fiduciary processes and retirement-plan services.

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.

Tyler Trout is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill. His prior experience also includes roles outside financial services, such as at the University of Maryland and Columbia Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw from mutual funds, ETFs, and ETPs, supported by systematic methodologies and oversight of sub-advisers.

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.

Troy Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at People's United Advisors, Inc. and People's Securities Inc. Sanborn is also a notary, providing document notarization services as an additional business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Suzanne Killea is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2003 and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Liam Connolly is a financial advisor with Edward Jones in Randolph, VT, holding a Series 66 designation and two years of industry experience. His prior roles include various positions at CU Boulder and Boulder Reservoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Wyktor Cavalcante is a financial advisor with Edward Jones in Lebanon, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Bar Harbor Bank & Trust and has experience in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.

Christopher Christensen is a financial advisor with Morgan Stanley in Hanover, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he served in the U.S. Army for seven years and has work experience in healthcare and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.