Gregory Lambesis

Jeffery Raleigh is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in insurance sales as president of Raleigh & Raleigh Insurance and Investments since 1999. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party model portfolios, discretionary asset management, financial planning, and plan services.

Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, VT, holding a Series 66 designation and 17 years of industry experience. He has worked at VALIC Financial Advisors since 2009 and is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through a large network of advisors and emphasizing centralized technology and model solutions.

Andrea Kelley is a financial advisor at UBS Financial Services with 20 years of industry experience. She has held positions at UBS since 2018 and previously worked at Scottrade, Inc. for 14 years. Kelley holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research and the Chief Investment Office.

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kerri Churchill is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 credentials. In addition to her advisory roles, Churchill serves as treasurer of the Sheldon Historical Society and is a board member of a public entity through her own firm, Kerri Churchill, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers both proprietary and third-party investment strategies and supports a variety of custody and platform options tailored to client objectives.

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.