Daniel Pellerin

David Bullock is the principal of Arque Advisors, LLC in Morgan, Vermont, holding Series 63, 65, and 66 licenses with over two decades in the industry. He has worked at Arque Advisors since 2005 and at Milton Associates LLC since 2002. Arque Advisors provides investment management and consulting services to individuals, institutions, family offices, and private investment funds, combining proprietary models, technical charting, and fundamental analysis for portfolio management. The firm also sponsors pooled investment vehicles and serves in fund-sponsor and consultant roles, integrating direct client management with fund administration and advisory services.

Adrian Przyboro is a financial advisor at Rossby Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a 15-year period. Outside of his advisory role, Przyboro owns and operates a roller hockey league through PHHL, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical approaches and diversified strategies to tailor portfolios according to clients' objectives and risk tolerances.

Kelly Shanahan is a financial advisor with Global View Capital Management LLC and holds a Series 66 designation. He has 13 years of experience in the financial industry and has worked at several Global View affiliated entities since 2014. Outside of his advisory role, Shanahan operates as a self-employed business analyst consultant providing software integration and application analysis. Global View Capital Management offers investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure through its affiliate AdvisorGuide, LLC.

Meredith Augustoni is a financial advisor with Equity Services, Inc., holding the ChFC® designation and Series 63 license, with over 42 years of industry experience. She has been with Equity Services since 1983 and has prior experience with National Life Group dating back to 1975. Outside of her advisory role, she serves as an ordained minister, justice of the peace, and is actively involved as president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s service group, Circle of Friends. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Paul Decelles is a financial advisor with LPL Financial in Newport, Vermont, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is associated with Royer Financial Services and has involvement in long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions through a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Rafael Sternbach Le Noury is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. His prior work includes roles at Superplastic, Talkwalker, and Lionsgate. Outside of his advisory work, he is involved with Streetlight Financial, operating under a DBA, and holds an administrative role at another registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options through independent financial professionals and employs proprietary and third-party model strategies under multiple custody platforms.