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.

Frederick Brubaker Jr. is a CFA® charterholder with four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to 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 placing emphasis on capital preservation.

Prentiss Smith is a financial advisor with Prentiss Smith & Company, Inc. in Brattleboro, Vermont. He holds a Series 65 designation and has 13 years of industry experience. He has been with Prentiss Smith & Company since 2002. 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 alongside appreciation.

David Brady is a ChFC® credentialed financial advisor with 34 years of industry experience, currently serving at Gradient Securities, LLC since 2016. He previously worked at USA Financial Securities Corporation for 12 years and has operated Brady Associates Inc., a consulting and accounting entity, since 1979. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm employs third-party manager referrals and offers both advisory and broker-dealer services.

Anthony Hemmelgarn is a CFP® professional with 23 years of industry experience, currently serving as Co-Owner of Longview Wealth Advisors, LLC. He has been affiliated with Commonwealth Financial Network since 2018 and previously worked at Park Place Financial Advisors and Pathway Financial Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer discretionary portfolio construction and model portfolios through Commonwealth’s platform.

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Norman Juniewic Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously spent 20 years with LPL Financial, LLC and currently operates Juniewic Financial Group. He is also the owner of Norman Juniewic, LLC, a private entity through which he conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Alicia Thomas is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds a Series 65 designation and has worked at TD Bank N.A. since 2020, as well as previously at Morgan Stanley and Peoples United Bank. Outside of her advisory role, she works as a server at Donovan's, a restaurant and pub. TD Private Client Wealth LLC offers managed account programs and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm operates primarily on a percentage-of-AUM wrap fee model and serves clients through a discretionary trading authority framework.

Molly Royal is a financial advisor with TD Private Client Wealth LLC based in Keene, NH. She holds a Series 66 designation. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kelli Warriner is a CFP® professional with 25 years of experience in the financial services industry. She is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2000. Her prior experience includes Park Place Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while offering various discretionary portfolio options and model strategies.

Cynthia Kordys is a financial advisor with Centaurus Financial, Inc. in Swanzey, NH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Centaurus Financial since 2013. Outside of her advisory role, she serves as a Trustee of Trust Funds for the Town of Swanzey, overseeing the town’s trust fund investments. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services, managing both discretionary and non-discretionary assets.

Michael Kapiloff is a ChFC® with 12 years of experience at Money Concepts Capital Corp and over four decades at Kapiloff Insurance Agency, Inc., where he serves as Vice President. He is also a board member of a local organization in Keene, New Hampshire. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment approaches, integrating fundamental and technical analysis with modern portfolio theory.

Scott Ringland is a financial advisor with Money Concepts Capital Corp in Keene, NH, holding a Series 63 designation and over 34 years of industry experience. He has worked with Money Concepts Capital Corp since 1994 and owns Ringland Wealth Advisors, LLC, an insurance agency offering life, fixed annuity, long-term care, disability, and health products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment approaches combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Steven Potwin is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary investment solutions, including a digital advisory program and managed accounts.

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

Matthew Du Bois is a financial advisor with Edward Jones in Brattleboro, Vermont, holding a Series 66 designation and over one year of experience at Edward Jones. Prior to joining Edward Jones, he worked at Vail Resorts at Mount Snow and had a brief role at Tiger Fish Restaurant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Spencer Adams is a financial advisor at Edward Jones in Brattleboro, VT, holding CFP® and Series 66 credentials with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Valet Park of America from 2013 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sara Kermenski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Cambridge Investment Research since 2011 and previously worked with The Richards Group. Outside of her advisory role, Kermenski serves as treasurer for the Marlboro Nordic Ski Club and is a committee member of the Vermont Women’s Fund. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment strategies implemented through multiple account platforms and custodians.

Beth Ann Graf is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1981. Graf serves as a member of the Trustees Board for the Lake Ronkonkoma United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and is integrated with Bank of America affiliates to support trading and capital markets activities.

Joshua Houle is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

David Twombly is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has operated Bay Financial Advisors, an independent registered investment advisory firm, since 2004. He is also associated with Twombly Wealth Management Group, LLC in Brattleboro, VT. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance, credit, and recordkeeping services.

Nicholas Du Bois is a CFP® and holds a Series 66 license, currently with Edward Jones in Brattleboro, VT. He has 13 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment options through a large nationwide network of advisors and branch offices.

Christopher Wilson is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Mass Mutual and its subsidiary since 2020. Outside of advising, Wilson engages in buying and selling sports memorabilia through an eBay account. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements and educational seminars, serving a broad client base including high-net-worth individuals.

Scott Gordon Macey is a CFP® with 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a background that includes roles at MetLife Securities Inc. and Metropolitan Life Insurance. Outside of his advisory work, he is the owner of Restless Kind Management, LLC, a business focused on songwriting and music collaboration. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Keith Mansfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at INVEST Financial Corp. for 19 years before joining LPL Financial in 2018. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions through its extensive network of investment adviser representatives, backed by an in-house research team that constructs model portfolios and provides strategic and tactical investment options.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He is also the owner of Clear Sailing Investment Group, a separate advisory business he has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.

Adam Colombie is a financial advisor at Edward Jones in Keene, NH, with two years of industry experience. He holds a Series 66 designation and has previous work experience at Armor Addict LLC and Abacus Automation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Stoner is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at IFS Securities, Measured Wealth Private Client Group, and Columbia Management Investment Advisers. Outside of his advisory work, he is involved with Twombly Wealth Management Group, which includes an insurance agency operation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Travis Shine is a financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver its services and offers a broad range of advisory, brokerage, and insurance solutions.

Bridget Bokum is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following 12 years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew George is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Center for Human Development from 2014 to 2018. He is also a service member in the United States Army Reserve, a role he has held since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Adrian Lezcano is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, his work history includes roles in education and various service positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Nataliya Bergeron is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She holds Series 63 and Series 65 licenses and operates out of Keene, NH. Outside of her advisory role, she is a notary public and an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Josephine Leise is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions with Equitable Advisors and Ameriprise. Outside of finance, she has been involved with Hitchcock Brewing Company, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kenneth Visser is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at D. E. Shaw & Co., L.P. from 2006 to 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Fliss is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial, where he is currently based in Keene, NH. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers its services through a large network of investment adviser representatives.

Ana Saavedra is a financial advisor with Edward Jones in Brattleboro, Vermont, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate through managing rental properties and a family partnership. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Melanie Migneault is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and previously worked for Commonwealth Financial Network for eleven years. She is also involved with Migneault Wealth Management, LLC, a separate business entity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive risk assessments and supported by extensive research and asset-allocation analysis.

Joshua Roberts is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and also has a background in real estate through Roger J. Roberts Real Estate. Outside of his advisory role, he serves as Vice President of Shared Housing Inc, an organization focused on promoting education and advocacy for shared housing benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional capabilities including a trust company and securities-based lending options.

Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Annie Colombie is a CFP® and Series 66-registered financial advisor with Edward Jones in Keene, NH, bringing six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles outside finance, including at Enterprise Rent-A-Car and Bennington Pottery. Colombie serves as the Finance Committee Chair for the Keene Lions Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of more than 23,000 advisors.