user avatar

Donald Chris Hubert

Advisor at LPL Financial — Rutland, VT North Main

Updated today

Credentials

Series 63, Series 65

Experience

44 years

Location

Rutland, VT 05701

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,416 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Donald Hubert is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 44 years of industry experience, including 16 years at Cadaret, Grant & Co., Inc., and over four decades with Lion & Panther Financial Group. Hubert operates in Rutland, Vermont. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and both discretionary and non-discretionary management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Rutland, VT North Main

271 North Main , Suite 206

Rutland VT 05701

Advisors at this office

1

Most active in

Vermont

Work history

44 years of industry experience

LPL Financial

2025 - Present • 1 year

Rutland, VT

Cadaret, Grant & Co., Inc.

2009 - 2025 • 16 years

Rutland, VT

Lion & Panther Financial Group

1978 - Present • 48 years

Rutland, VT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

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.

Tax-loss harvesting
user avatar

Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
user avatar

Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
user avatar

Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

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.

Founder/Business Owner
user avatar

Jesse B

CFP®, Series 66

Stockbridge, VT

Flagship Harbor Advisors, LLC

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
user avatar

Collin F

Series 66

Rutland, VT

International Assets Investment Management, LLC

Collin Fingon is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. Outside of advisory services, he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the board of the Lake Bomoseen Preservation Trust and the Rutland Town School Board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a variety of investment vehicles and also utilizes third-party managers and wrap programs for some clients.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")