Chad Tsounis

Dennis Voigt is the founder and sole advisor of DWV Advisors, LLC, an independent registered investment adviser based in Essex Junction, Vermont. He holds the PFS™ designation and Series 65 license, with 15 years of experience in financial advisory services. Prior to founding DWV Advisors in 2009, Voigt has been president and owner of DWV CPA PC, a CPA firm, since 1990. DWV Advisors provides discretionary portfolio management, financial planning, and manager-of-managers oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm customizes investment strategies based on client objectives, tax considerations, and risk tolerance, employing a range of analytical techniques and investment vehicles.

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

Connor Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding a Series 66 designation and seven years of industry experience. He has worked at Northeast Planning Associates, Inc. since 2016 and was previously with Wells Fargo Clearing and NorthCountry Federal Credit Union. Outside of his advisory role, Brisson is also licensed as an insurance agent providing life, health, disability, long-term care, and fixed annuity products. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that develops model portfolios and provides a range of advisory delivery options tailored to client needs.

John Morlock is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TIAA-CREF for 16 years before joining NewEdge Advisors in 2025. Outside of his advisory role, he assists his son as CFO of a property maintenance and landscaping company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Dale Mullin is a financial advisor with Equity Services, Inc. in Queensbury, NY, holding a Series 63 designation and 23 years of industry experience. He has been with Equity Services since 2007 and also serves as a tax manager at Whittemore, Dowen & Ricciardelli LLP, where he performs tax preparation and planning. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and client-approved trading strategies.