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.

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.

Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.

Anthony Ash is a CFA® charterholder with 10 years of industry experience. He has been self-employed since 2015 and is a managing partner at Dattilio & Ash Capital Management, LLC in Lebanon, NH. Dattilio & Ash Capital Management serves individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations with customized, risk-targeted portfolios and comprehensive planning services. The firm employs a long-term strategic asset allocation approach, typically using low-cost, passively managed ETFs and mutual funds within a core-satellite structure, and maintains an affiliation with a CPA practice to offer integrated accounting and tax services.

Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.

Douglas Loudon is a CFA® charterholder with 11 years of industry experience. He is affiliated with Loudon Investment Management, LLC, where he has been working since 2001. Loudon Investment Management provides investment supervisory services and portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and ongoing portfolio monitoring.

John Hutchins is a CFP® with 31 years of industry experience, currently affiliated with The Wealth Conservatory in Lebanon, NH. He has been with Comprehensive Planning Associates since 1995. The Wealth Conservatory serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, consulting, wealth management, and educational workshops. The firm uses a fee-only model with a focus on passive, academic investment strategies, systematic rebalancing, and tax-loss harvesting.

John Sands is a financial advisor at Loudon Investment Management, LLC with 16 years of experience. He holds Series 63 and Series 65 licenses and has been with Loudon Investment Management since 2010. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm integrates fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, managing accounts on both discretionary and non-discretionary bases.

Daniel Johnson III is a CFP® with 13 years of industry experience, currently serving at The Wealth Conservatory in Lebanon, NH. His prior roles include positions at Comprehensive Planning Associates, Inc., Refocus Financial Planning, and Parsec Financial Management Inc. Outside of his advisory work, he manages rental property finances and tenant communications. The Wealth Conservatory provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach focused on asset allocation, systematic rebalancing, and tax-loss harvesting.

David Dattilio is a Series 65 licensed financial advisor with seven years of industry experience. He is a principal at Dattilio & Ash Capital Management, LLC and a shareholder and director of Schiffman, Dattilio & Company PC, a certified public accounting firm. He has worked with Schiffman, Dattilio & Company PC since 2005. Dattilio & Ash Capital Management serves individuals, families, trusts, businesses, and charitable organizations with customized, risk-targeted portfolios and comprehensive planning services. The firm focuses on long-term strategic asset allocation using primarily low-cost, passively managed ETFs and mutual funds, complemented by discretionary portfolio management and detailed cash-flow modeling for retirement planning.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

William Fracalossi is a financial advisor with Empower Advisory Group in Windsor, Vermont, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Wells Fargo Clearing, as well as Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base relative to its advisor headcount.

Elizabeth Rogers is a financial advisor at Citizens Securities, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Wells Fargo Clearing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Brandon Nero is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Dominick Da Cruz is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has experience at several firms including Wells Fargo Clearing Services, The Vanguard Group, and Empower Advisory Group since 2026. Outside of financial services, his work background includes roles at DoorDash and Gloucester Country Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants. The firm’s integrated model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base through proprietary and affiliated platforms.

Jared Colin Petrizzi is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Bar Harbor Bank and Trust and Infinex Investments since 2018, and previously at Merrill and Bank of America from 2015 to 2018. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, with a focus on non-discretionary assets and a range of lending and cash-management options.

Tyler Trout is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill. His prior experience also includes roles outside financial services, such as at the University of Maryland and Columbia Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw from mutual funds, ETFs, and ETPs, supported by systematic methodologies and oversight of sub-advisers.

Kevin Ryan is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including prior roles at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Ryan serves as a board member and volunteer for the Saltbox II Homeowners Association in Quechee, VT. 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 various account platforms and a range of investment approaches.

Wyktor Cavalcante is a financial advisor with Edward Jones in Lebanon, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Bar Harbor Bank & Trust and has experience in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Michael Cecil is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Bruce Sallah is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and Summit Financial Group Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Maria Horne is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was affiliated with Claremont Financial Services and has held various positions across different industries, including roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. 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 combines advisory services with non-advisory products such as insurance and lending options.

Robert Maccioli is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 26 years of industry experience. His prior firms include Woodbury Financial Services, Inc., and he has longstanding ownership roles in Horizon Financial Services, where he provides fixed term life and health insurance as well as income tax preparation and payroll services. Outside of his advisory work, he owns Miracle Mountain Wildlife Foodplots, an LLC focused on designing and developing wildlife foodplots. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment vehicles and advisory programs supported by multiple custodial platforms.

Scott Beckman is a financial advisor with Charles Schwab in West Lebanon, NH, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Edward Jones and Natixis Global Associates. Outside of his advisory work, Beckman coaches a youth ski race development program at Mount Sunapee. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized infrastructure for custody, brokerage, and advisory services.

Kayla Putnam is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has previously worked at LPL Financial and Claremont Financial Services, and serves as a board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes client collaboration using detailed risk profiling and firm research.

Derek Pierce is a financial advisor with Mass Mutual Investors Services in Woodstock, VT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at Metlife Securities Inc. Pierce serves as the girls varsity tennis coach at Woodstock Union High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional programs such as wrap accounts, money-manager programs, and educational seminars.

Robert Littlefield is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been affiliated with Raymond James Financial Services since 1999 and operates Littlefield Wealth Services, which he holds out as a DBA without compensation. Littlefield is also the owner of several support companies related to his advisory activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and asset-allocation analysis to develop tailored recommendations.

Keith Lewandoski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including Mass Mutual Investors Services and Metlife Securities, and also operates Upper Valley Tax Preparation. Additionally, he serves as a board member of Cover Home Repair, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a variety of investment approaches including model portfolios and third-party strategists.

Merritt Zahner is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010 and has over 20 years of experience in financial advising. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris holds a Bachelor of Science degree in Finance from the University of Vermont and an MBA from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additional professional credentials include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Outside of his professional work, Chris enjoys golf, skiing, running, and spending time in Vermont with his family. He is involved with the Quechee Ski Team and The Quechee Club. He lives with his wife, Liz, and their three sons.

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Ralph Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a notary public in Grafton County, New Hampshire. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose their implementation approach.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nathaniel Morgan is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Grant Street Group, where he develops software for the California County Tax Collector. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various advisor-managed and model portfolio programs.

Deborah Littlefield is a financial advisor with Raymond James Financial in Quechee, VT, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 1999 and operates Littlefield Wealth Services and Littlefield & Assoc. Additionally, she is associated with Littlefield & Davidson Wealth Services in a non-compensated role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while leaving final decision authority with clients.

Gary Packnick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Summit Financial Group and Summit Brokerage Services. Outside of his advisory work, he serves on the board of directors for the Singing Hills Christian Conference Center, a nonprofit organization. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions, supported by a broad institutional and retirement services platform.

Charles Morgan is a financial advisor at Cetera with 27 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2022, he worked at Securities America Advisors and Securities America. Outside of advising, Morgan serves as vice president of CSF of Lebanon, a nonprofit that raises funds for scholarships for local high school graduates. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Becky Vittum is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes 19 years at Raymond James Financial Services Advisors and 17 years at Dale's Radiator Service, alongside over 28 years at Claremont Savings Bank. She is based in Claremont, 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Ashleigh Mc Farlin is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Financial and Claremont Financial Services since 2019. Prior to that, she worked at Zuraw Financial Advisors from 2014 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, delivering both strategic and tactical investment approaches through a large network of investment adviser representatives.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc. in Claremont, NH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Edward Jones from 2003 to 2025. Outside of advisory work, she serves as treasurer for the nonprofit The Well Collaborative NH and is a finance committee member and director for the Claremont Development Authority. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and an extensive affiliate network.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Kaitlyn M. Cruse is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she also serves as a Portfolio Manager and holds the Retirement Accredited Financial Advisor designation. She began her career at Merrill in 2008 in Boston, MA, working with ultra-high net worth individuals at Merrill Private Wealth Management Group. Since relocating to San Diego, CA in 2016, Kaitlyn has focused on developing personalized wealth plans in collaboration with estate attorneys, tax preparers, and other specialists to meet her clients' specific needs and goals. Kaitlyn holds the Certified Investment Management Analyst® certification, the Certified Plan Fiduciary Advisor® designation, and Merrill’s Retirement Accredited Financial Advisor title. She is also licensed in California for Life, Accident & Health insurance and holds FINRA Series 7, 63, 65, and 66 registrations. She earned a Bachelor of Science degree in Business Administration from Bryant University with a focus in Financial Services and a minor in Communications, including study abroad at the University of New South Wales in Sydney, Australia. Outside of her professional work, Kaitlyn is involved with Merrill Women's Exchange and the National Association for Women Business Owners (NAWBO). She enjoys skiing, Pilates, traveling, cooking, and spending time with her family. Kaitlyn resides primarily in Carlsbad, CA with her husband, two young children, and rescue dog, and they also spend time at their home in Vermont.

John Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his work at Wells Fargo, he holds a 50% ownership in DECA Wealth Management in West Lebanon, NH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services using proprietary research and tools, with planning engagements tailored to client needs and integrated with other financial products and services.

Matthew Tashjian is a financial advisor at UBS Financial Services with 31 years of industry experience. He has previously worked at Bank of America and Merrill. He also serves as a lecturer in business and life planning at a law firm in West Hartford, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Derek Karner is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services Inc. for seven years and was involved in the furniture business at Clear Lake Furniture for 27 years. He is a trustee of the Karner Family Trust and is affiliated with Diamond Point Wealth Partners as a financial advisor. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Brandon Campbell is a financial advisor with Ameriprise in South Royalton, VT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is president of Rancho Burrito Inc., a business involved in office management and staffing. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.