Jason Michael Jeffers

Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

David Owen is a financial advisor at Shipwright Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Frazier Financial Advisors. In addition to his advisory role, Owen provides non-advisory business strategy consulting, which occupies part of his professional time. Shipwright Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm specializes in investment management, financial planning, retirement plan consulting, and business strategy consulting, employing an asset allocation approach grounded in Modern Portfolio Theory and incorporating both passive and active investment vehicles.

Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.

Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.

Ethan Baldwin is a financial advisor at Amor Fati Financial Services LLC with a Series 65 designation and two years of industry experience. He has previously worked at Essex Asset Management Group and served part-time in the Vermont Air National Guard. Baldwin is also a licensed insurance agent involved in life, health, accident, and HMO insurance sales. Amor Fati Financial Services provides discretionary portfolio management, financial planning, and benefit plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and pension or retirement plans. The firm uses a suitability-based process to develop customized investment strategies focused on low-cost passive funds and ETFs, while also permitting individual securities and limited short-term trading.

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.