Duane Goodell is the sole advisor at Optimum Wealth LLC in Keene, NH, holding a Series 63 designation with 29 years of industry experience. He has worked with Optimum Wealth LLC since 2017 and was previously affiliated with Triad Advisors, Inc. from 2000 to 2017. Outside of his advisory role, he manages Optimum Financial LLC, which provides insurance, commercial lending brokerage, and marketing services. Optimum Wealth LLC is a fee-based financial planning and investment advisory firm serving individuals, businesses, and employer retirement plans. The firm offers comprehensive planning, discretionary management of variable annuities and life products, and ERISA plan consulting, often coordinating with third-party money managers to tailor client strategies and oversee ongoing performance.

Ryan Belanger Saleh is a financial advisor at Waldo.ai, Inc. He holds a Series 65 designation and has worked in digital and technology-related roles since 2013 before joining Waldo.ai in 2023. His prior experience includes positions at Gatsby Digital, Daisy Daisy Digital, and Blue Technologies. Waldo.ai is an independent firm that provides discretionary investment management and advisory services through an online portal to advisors, institutions, and individual investors. The firm offers model portfolio-based wrap fee programs that incorporate equities, ETFs, and mutual funds, with allocations driven by an online risk-tolerance questionnaire and overseen by an investment committee.

Anthony Olson is the principal of Olson Economics, LLC, an independent advisory firm based in Keene, NH. He holds the PFS™ designation and Series 65 license, with 14 years of experience in financial advising and over 30 years as a CPA. Olson has operated his accounting practice since 1994 alongside his advisory work. Olson Economics provides financial planning and portfolio management services primarily to individuals and trusts, offering tailored plans and investment recommendations. The firm typically employs a conservative, long-term, buy-and-hold investment strategy focused on index and mutual funds, with most portfolio management conducted on a non-discretionary basis.

Jeffrey Rubin is a CFP® professional with 30 years of experience in financial advising. He has been the sole advisor at IPIC, Inc. in Keene, NH since 1993. IPIC, Inc. provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans, with a focus on pension and profit-sharing plan clients. The firm emphasizes a fundamental analysis approach, uses investment-analysis software to optimize portfolios primarily composed of mutual funds and ETFs, and offers pension consulting and 401(k) plan design services.

Elizabeth Catlin is a Certified Financial Planner® with 20 years of industry experience. She has been with Bluestone Wealth Management LLC since 2005. The firm provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Bluestone employs a long-term, index-focused investment approach across five core asset classes, typically using mutual funds and ETFs, and offers integrated tax, accounting, and legal considerations through its principals' advanced credentials.

founded Birch Financial Group with the belief that financial planning should feel personal, collaborative, and empowering—not transactional. Too often, people are handed generic advice that doesn’t truly reflect their goals, values, or the life they want to build. My approach is different. I work closely with clients to create customized financial strategies that help bring clarity to complex decisions and confidence to every stage of life. As an advisor, I focus on long-term relationships and comprehensive planning. Whether we’re helping someone prepare for retirement, navigate a major life transition, optimize investments, manage taxes strategically, or coordinate estate and legacy planning, the goal is always the same: helping clients make smarter financial decisions with a trusted partner by their side. I believe great advice starts with listening, understanding what matters most, and building a plan around the person—not just the portfolio. As a person, I value authenticity, trust, and meaningful connection. I genuinely enjoy getting to know the people and families we serve and being part of their journey over time. At Birch Financial Group, we strive to create an experience where clients feel supported, informed, and cared for—because financial planning is ultimately about helping people live better lives with greater peace of mind.

Liana Poodiack is a CFP® with 26 years of experience in the financial services industry. She currently works at Birch Financial Group and has previously held positions at Steward Partners and Wells Fargo Advisors. Outside of her advisory role, she is involved as an officer and board member of the Whitney Road Association and owns a local business, Peterboro Tool Company Inc. Birch Financial Group is a fee-only SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $264.7 million in discretionary assets and employs a blend of passive and active strategies, offering customized investment policies and ongoing financial planning services.

Christine Clinton Catlin is a financial advisor at Bluestone Wealth Management LLC in Keene, NH, holding a Series 65 designation with 20 years of industry experience. She has been with Bluestone Wealth Management since 2005. Bluestone Wealth Management provides discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, index-focused investment approach across core asset classes, typically using mutual funds and ETFs, and offers comprehensive financial planning and portfolio supervision.

Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.

Frederick Brubaker Jr. is a CFA® charterholder with four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis and placing emphasis on capital preservation.

Prentiss Smith is a financial advisor with Prentiss Smith & Company, Inc. in Brattleboro, Vermont. He holds a Series 65 designation and has 13 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation alongside appreciation.

Steven Bergeron is a financial advisor with Wealthcare Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Wealthcare Capital Management since 2013 and has been affiliated with Cambridge Investment Research Advisors, Inc. since 2008. Outside of advisory services, he is also an independent insurance agent and serves as a notary. Wealthcare Capital Management LLC is a multi-team SEC-registered firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm offers a range of portfolio management and advisory services, using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and quantitative tools.

Anthony Hemmelgarn is a CFP® with 24 years of experience in the financial services industry. He is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2018. His prior roles include positions at Park Place Financial Advisors and Pathway Financial Advisors, LLC. 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 offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Christina Apgar is a financial advisor at Lincoln Investment with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Agia and Valic Financial Advisors. Christina serves as president of the Old Homestead Garden Club, a local nonprofit organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, using both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Norman Juniewic Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously spent 20 years with LPL Financial, LLC and currently operates Juniewic Financial Group. He is also the owner of Norman Juniewic, LLC, a private entity through which he conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Alicia Thomas is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds a Series 65 designation and has worked at TD Bank N.A. since 2020, as well as previously at Morgan Stanley and Peoples United Bank. Outside of her advisory role, she works as a server at Donovan's, a restaurant and pub. TD Private Client Wealth LLC offers managed account programs and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm operates primarily on a percentage-of-AUM wrap fee model and serves clients through a discretionary trading authority framework.

Kelli Warriner is a CFP® professional with 25 years of experience in the financial services industry. She is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2000. Her prior experience includes Park Place Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while offering various discretionary portfolio options and model strategies.