Carl Bulgini is a CFP® professional with 19 years of experience in financial advisory services. He is the principal of Fenwick Investments, LLC, an independent firm he has been associated with since 2012, and has also worked with Westport Resources Investment Services since 2014. In addition to his advisory role, Bulgini holds licenses as an insurance agent and mortgage loan originator, offering related products and services to clients. Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. The firm employs fundamental analysis and a long-term investment approach to build portfolios aligned with clients’ risk tolerances and time horizons, typically operating under discretionary authority to implement trades.

Bryan McPherson is a Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Round Table Investment Management, LLC, an independent firm based in West Lebanon, NH. In addition to his advisory role, he operates a sole-proprietorship providing accounting services to small businesses. Round Table Investment Management offers discretionary portfolio management to individuals and various entities, emphasizing fundamental analysis with a focus on income-producing securities and long-term investments. The firm manages approximately $52.5 million across a limited client base and provides custodial services through Charles Schwab.

Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.

Anthony Ash is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is a managing partner at Dattilio & Ash Capital Management, LLC, where he has been self-employed since 2015. The firm provides investment advisory and portfolio management services to individuals, families, trusts, businesses, and charitable organizations. Dattilio & Ash Capital Management uses a long-term strategic asset allocation approach, typically implemented through a core-satellite structure of low-cost passive funds, and combines accounting expertise with institutional investment experience to offer tax-aware planning and customized portfolio solutions.

Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.

Douglas Loudon is a CFA® charterholder with 12 years of industry experience and has been with Loudon Investment Management, LLC since 2001. He previously worked at PEG Capital Management Inc for nine years. Loudon Investment Management serves individual investors, charitable organizations, and other clients, managing approximately $231.8 million across about 75 client relationships. The firm emphasizes tailored portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on investment supervisory services rather than standalone financial planning.

John Hutchins is a CFP® with 31 years of industry experience, currently affiliated with The Wealth Conservatory in Lebanon, NH. He has been with Comprehensive Planning Associates since 1995. The Wealth Conservatory serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, consulting, wealth management, and educational workshops. The firm uses a fee-only model with a focus on passive, academic investment strategies, systematic rebalancing, and tax-loss harvesting.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Maria Horne is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she was associated with Claremont Financial Services and has held roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.

Scott Beckman is a financial advisor with Charles Schwab in West Lebanon, NH, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Edward Jones and Natixis Global Associates. Outside of his advisory work, Beckman coaches a youth ski race development program at Mount Sunapee. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized infrastructure for custody, brokerage, and advisory services.

Kayla Putnam is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC and Claremont Financial Services. She serves as a director and board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through advisory programs and institutional consulting.

Derek Pierce is a financial advisor with Mass Mutual Investors Services in Woodstock, VT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at Metlife Securities Inc. Pierce serves as the girls varsity tennis coach at Woodstock Union High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional programs such as wrap accounts, money-manager programs, and educational seminars.

Robert Littlefield is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has operated Littlefield Wealth Services and Littlefield & Associates since the mid-1980s in roles including owner and president. Littlefield is also CEO and president of Littlefield & Davidson Wealth Services, a non-compensated support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning that incorporates risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

Keith Lewandoski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. His work history includes positions at Morgan Stanley, Metlife Securities, and Mass Mutual, along with founding Upper Valley Tax Preparation. He also serves as a board member for Cover Home Repair, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of implementation options, including proprietary and third-party model strategies.

Merritt Zahner is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010 and has over 20 years of experience in financial advising. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris holds a Bachelor of Science degree in Finance from the University of Vermont and an MBA from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additional professional credentials include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Outside of his professional work, Chris enjoys golf, skiing, running, and spending time in Vermont with his family. He is involved with the Quechee Ski Team and The Quechee Club. He lives with his wife, Liz, and their three sons.

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Ralph Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a notary public in Grafton County, New Hampshire. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose their implementation approach.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nathaniel Morgan is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has previously worked at Grant Street Group, where he also develops software for a county tax collector. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Deborah Littlefield is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 38 years of industry experience. Her career includes long-term roles at Raymond James Financial Services, including Littlefield Wealth Services and Littlefield & Associates. She is also involved with Littlefield & Davidson Wealth Services in a non-compensated representative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients in implementing recommendations through various advisory programs.

Gary Packnick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Cetera since 2019 and previously with Summit Financial Group and Summit Brokerage Services. He serves on the board of directors for Singing Hills Christian Conference Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Charles Morgan is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including long tenures at Securities America Advisors, Inc. and Securities America, Inc. Morgan is also the president and sole shareholder of a CPA firm specializing in tax planning, financial statement preparation, and business consulting. Outside of his advisory and accounting work, he serves as vice president of a local fundraising board that provides scholarships to high school graduates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Becky Vittum is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services Advisors and Dale's Radiator Service, as well as a longstanding association with Claremont Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Ashleigh Mc Farlin is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial. She previously worked at Zuraw Financial Advisors before joining LPL Financial and Claremont Financial Services in 2019. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Edward Jones for 22 years before joining Raymond James. Maki serves as a finance and investment committee member and director for the Claremont Development Authority and is an officer and treasurer of the nonprofit The Well Collaborative NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical models to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

John Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his work at Wells Fargo, he holds a 50% ownership in DECA Wealth Management in West Lebanon, NH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services using proprietary research and tools, with planning engagements tailored to client needs and integrated with other financial products and services.

Matthew Tashjian is a financial advisor at UBS Financial Services with 31 years of industry experience. He has previously worked at Bank of America and Merrill. He also serves as a lecturer in business and life planning at a law firm in West Hartford, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Cody Summerall is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, following prior roles at AssetMark Financial, AssetMark Brokerage, and other financial firms. Outside of his advisory career, he was involved with Print3dSRQ from 2016 to 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles.

Derek Karner is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services Inc. for seven years. Outside of his advisory role, Karner is involved as a trustee of the Karner Family Trust and is a partner at Diamond Point Wealth Partners. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brandon Campbell is a financial advisor with Ameriprise in South Royalton, VT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is president of Rancho Burrito Inc., a business involved in office management and staffing. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.