Travis Shine

Robert Hodge is the sole advisor at Hodge Financial Services, LLC in Hinsdale, NH, holding a Series 66 designation with 28 years of industry experience. He has worked at Wadsworth Investment Co., Inc. and operated Hodge Associates since 1988. The firm provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $19.7 million for a primarily long-standing client base. Hodge Financial Services employs a discretionary, active asset-allocation strategy using mutual funds and ETFs, incorporating market timing, charting, and fundamental analysis to adjust allocations, and may shift assets to money market funds in elevated risk environments.

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.

Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.