Lebanon, NH Office

Bradley Michalchuk is a CFP® with five years of industry experience, currently serving with CWM, LLC in Lebanon, NH. His prior work history includes roles at Cetera Wealth Services, Wells Fargo Advisors, and The Millstone Evans Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines multiple investment approaches with various third-party resources and customization tools.

Kristen Laundry is a financial advisor with CWM, LLC and holds a Series 66 designation. She has three years of industry experience, including roles at Doyle and Loughman Wealth Management Group LLC and Wells Fargo Advisors. Prior to her financial services career, she worked in construction and education. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines various investment strategies and tools, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

Jessica Matheson is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services, as well as a 15-year tenure at Clark Mortenson Agency - The Hilb Group. She has worked with multiple firms concurrently since 2026, including CWM, LLC, Cetera Wealth Services, and Doyle and Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Brian Doyle is a financial advisor with CWM, LLC in Lebanon, NH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wells Fargo Advisors and related entities from 2009 to 2026, and he is currently a principal of Doyle & Loughman Wealth Management Group LLC. He also has ownership interests in investment-related ventures including Birch Point and Doyle Loughman Wealth Management Group. 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 manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

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.

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.