Chad A Tsounis

Dennis Voigt is the owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

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.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners in Essex, Vermont, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners offers portfolio management and model-delivery services focused on a concentrated, value-investing equity strategy for a select client base that includes individuals, charitable foundations, other registered investment advisors, and a private investment partnership. The firm emphasizes small- and mid-cap equities with a multi-year investment horizon and employs a thesis-driven approach supported by direct outreach and industry research.

Connor Brisson is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2020. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and NorthCountry Federal Credit Union. In addition to his advisory work, he holds an insurance license and provides life, health, disability, long-term care, and fixed annuity products. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, emphasizing tailored, consultative planning and acting as a fiduciary for its clients.

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.