John Brendel III

David Ely is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Sugar Hill Advisors, LLC, where he has worked since 2019, with prior experience at Twin Pines Housing Trust. Sugar Hill Advisors provides financial planning and advisory services to individuals, high-net-worth clients, and charitable organizations on a non-discretionary, project basis. The firm emphasizes diversified, long-term investment strategies using mutual funds and ETFs, tailoring recommendations to each client’s financial situation without managing client assets directly.

Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Razvan Mirica is the principal of Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Flagship Harbor Advisors and LPL Financial. Since 2018, he has led Mirica Wealth Management LLC as its sole advisor. Mirica Wealth serves individuals, families—including high-net-worth clients—corporations, and charitable organizations, offering financial planning, subscription-based ongoing planning, and discretionary portfolio management. The firm emphasizes passive investment management using index mutual funds and ETFs, supplemented by various analytical methods and periodic due diligence on recommended outside managers.

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 principal advisor at Michael D. Taxman Investment Management in Hanover, NH, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2003. The firm provides ongoing investment supervisory services to individual and trust clients, as well as foundations and charitable organizations. Its investment approach emphasizes individualized strategies with broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by fixed-income instruments, focusing on a small client base and a substantial asset base.

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.