Heather Thompson

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.

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.

Travis Poodiack is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He currently practices at Birch Financial Group, having previously worked at Steward Partners and Raymond James Financial Services. Travis is the owner of Poodiack Wealth Management Group, a support company based in Keene, NH. Birch Financial Group is a fee-only SEC-registered investment adviser founded in 2024 that provides wealth management, financial planning, and retirement consulting to individuals, pension plans, and businesses. The firm manages approximately $265 million in discretionary assets across 192 client relationships, utilizing a blend of passive and active strategies alongside third-party platforms to deliver customized investment solutions.

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.