Jason Dohaney

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

Matthew Sauer is a financial advisor at MDS Wealth Advisors, LLC, holding a Series 65 credential with 20 years of industry experience. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, a subscription-based financial publication providing educational and analytical content. Sauer practices law and occasionally offers related advice or products to clients outside of his advisory role. MDS Wealth Advisors offers discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term trading approach, utilizing fundamental, technical, cyclical, and quantitative analyses alongside modern portfolio theory to guide investment decisions.

Margaret Koosa is a financial advisor with The Alchemists, LLC in Stamford, Vermont. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Brookwood Investment Group LLC and Belpointe Asset Management, LLC. Koosa also works as an independent insurance agent. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting primarily for pooled vehicles and institutional retirement-plan clients, using a long-term, passive asset-allocation approach with mutual funds and ETFs. The firm also offers educational seminars and pension consulting services.

Matthew Cowie is a financial advisor with MDS Wealth Advisors, LLC in Williamstown, MA, holding a Series 65 designation and 10 years of industry experience. He has been with MDS Wealth Advisors since 2015 and is also associated with Mutual Fund Investor Guide, LLC. The firm provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. MDS Wealth Advisors employs a long-term trading approach using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.

Brian McKenna is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Bennington Financial Planning Group since 2010. He also maintains a role with D.B. McKenna & Co., Inc., a broker-dealer firm, dedicating half of his time to each business. In addition to his advisory work, McKenna is a member of the Bennington Redevelopment Group LLC, which focuses on revitalizing the downtown Bennington community, and he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, utilizing both long- and short-term trading strategies including covered-call writing, with accounts reviewed regularly and discretionary management available.