Dana Jones

Marilyn Edgerton is a CFP® professional with 31 years of experience, currently serving as the sole advisor at Financial Advisory Services in Gaysville, VT. She has been with the firm since 1990. Financial Advisory Services provides comprehensive financial planning for middle-income individuals, focusing on retirement and education funding. The firm emphasizes conservative, long-term planning using no-load mutual funds and delivers advice without selling financial products, serving a small, primarily long-term client base mostly by referral.

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advising, Fingon is involved in community activities such as serving on the Rutland Town School Board and the Lake Bomoseen Preservation Trust, and he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial and O'Brien Shortle Reynolds & Sabotka, PC, as well as experience in retail and education sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.