Razvan Mirica is the principal advisor at Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Flagship Harbor Advisors, LPL Financial, and Ameriprise. Since 2018, he has operated Mirica Wealth Management LLC as an independent advisory firm. Mirica Wealth serves individuals, families, high-net-worth clients, corporations, and charitable organizations by providing financial planning and discretionary portfolio management. The firm primarily uses diversified, passive portfolios with index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, offering subscription-style ongoing financial planning with regular reviews.

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.

Michael Taxman is the sole advisor at Michael D. Taxman Investment Management, an independent firm based in Hanover, NH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including three years at First Financial Resources prior to founding his firm in 2003. The firm provides ongoing investment supervisory services to individuals, trusts, foundations, and charitable organizations, managing $137 million across 76 accounts as of December 31, 2025. It employs individualized investment strategies focused on broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by select fixed-income instruments, with an emphasis on U.S., international, and emerging market equities and shorter-term, higher-quality bonds.

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the numbers on the page.

Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.

Jeffrey Harris is a CFA charterholder with 21 years of industry experience. He has been with JMH Wealth Management, LLC since 2006. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm offers discretionary investment management integrated with financial planning, focusing on fundamental analysis of equities, fixed income, mutual funds, and ETFs with a long-term investment horizon.

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.

Stephanie Yaroshevich is a financial advisor at Wadsworth & Daulaire Financial Planners in Hanover, NH, with one year of industry experience. She holds a Series 65 designation and previously worked at Global Rescue LLC for 13 years. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm offers comprehensive and focused planning across various areas and follows a tailored planning process, generally recommending mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.

Susan Goodell is a CFP® professional with 12 years of experience, currently serving at Otto & Associates, Inc. in Norwich, VT, where she has worked since 2009. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses, providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, utilizing no-load mutual funds, ETFs, and selective alternative investments.

Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

Daniel Megill is a Series 65-registered advisor with World Market Advisors in Hanover, NH. He has been in the industry since 2026 and previously held roles at Ethne Health and Samaritan's Purse. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to construct long-term, passive-oriented portfolios and offers a range of financial planning services including a subscription model and pension consulting.

Douglas Tengdin is a CFA® charterholder with six years of experience at World Market Advisors. He previously spent 19 years at Charter Trust Company. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to create investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

Deborah Maher is a CERTIFIED FINANCIAL PLANNER™ at Otto & Associates, Inc. in Norwich, VT, with five years of industry experience. She has been affiliated with Otto & Associates since 1997. Otto & Associates, Inc. provides personalized financial planning and discretionary investment management primarily to individuals and families, as well as charitable organizations, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $286.6 million for about 155 clients, focusing on strategic asset allocation and using no-load mutual funds and ETFs with both fundamental and selective technical analysis.

John Brendel III is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Brendel Financial Advisors provides personalized financial planning, consulting, and investment management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a structured investment process featuring model strategies such as Dividend, Microcap, and a thematic growth portfolio called “Tomorrow,” and integrates specialized equity strategies and multi-generation planning.

Eric Wadsworth is a CFP® professional with 15 years of experience in financial planning. He is a partner at Wadsworth & Daulaire Financial Planners and has previously worked at Financial Navigators Inc. He also serves as an Assistant Professor at Dartmouth College, where he has taught since 2010. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm focuses on a tailored planning process covering investments, retirement, college funding, taxes, estate planning, and insurance, generally leaving investment management to clients or outside managers.

Anthony Abbate is a CFA® charterholder with 21 years of industry experience. He has been with Granite Value Capital, LLC since 2009, where he is the sole advisor. Granite Value Capital provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach with a concentrated equity strategy, focusing on stocks selected for profitability, balance-sheet strength, and low valuations, typically holding 30–45 positions.

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.

David Otto is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with Otto & Associates, Inc. since 1985 and is based in Norwich, VT. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses by providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, with core holdings in no-load mutual funds and ETFs, while incorporating private alternative investments and closed-end funds.

John Brendel Jr. is a financial advisor at Brendel Financial Advisors LLC in Hanover, NH, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Brendel & Fisher Wealth Management, LLC. In addition to advisory services, he is a licensed life insurance agent providing insurance solutions to clients as needed. Brendel Financial Advisors LLC offers personalized financial planning, consulting, and investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and international clients. The firm employs a range of in-house investment models and utilizes various asset management strategies tailored to client risk profiles, managing approximately $226 million in assets.