Thomas Kleinhen

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.

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.

John Elliott is the principal of John Elliott Wealth Management LLC in New London, NH. He holds a Series 65 designation and has prior work experience at Shift Technology and Duck Creek Technologies, spanning over 16 years in the technology sector. John Elliott Wealth Management LLC provides integrated wealth management services primarily to individuals and families with investable assets of $1 million or more, as well as related trusts, estates, and other legal entities. The firm manages portfolios in-house using a combination of fundamental and technical analysis, focusing on a predominantly long-term equity approach with discretionary and non-discretionary arrangements.

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.