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.

Gregory Norris is a CFP® professional with 24 years of industry experience. He is currently an advisor at Apex Investment Group, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Apex Investment Group provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, corporations, and charities. The firm employs a primarily long-term investment approach with flexibility for shorter-term trades, using both fundamental and technical analysis, and serves a broad client base with approximately $194.6 million in assets under management.

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.

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.

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.

Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC in New London, NH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Orbit Group and the University of New Hampshire. Hager Investment Management Services is a small, family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, structuring portfolios based on client objectives, time horizons, and risk tolerance using a combination of fundamental, quantitative, and cyclical analyses within a modern portfolio theory framework.

Douglas Tengdin is a CFA® charterholder with six years of industry experience. He has been with World Market Advisors since 2020 and previously worked at Charter Trust Company for 19 years. World Market Advisors serves individual clients, including high-net-worth households, as well as institutional clients such as plan sponsors and banks. The firm offers comprehensive financial planning, pension consulting, bank advisory services, and discretionary portfolio management, employing a combination of fundamental, technical, cyclical, and quantitative analysis within a generally passive investment approach.

Anthony Abbate is a CFA® charterholder with 21 years of industry experience. He has been with Granite Value Capital, LLC since 2009, where he is the sole advisor. Granite Value Capital provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach with a concentrated equity strategy, focusing on stocks selected for profitability, balance-sheet strength, and low valuations, typically holding 30–45 positions.

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.