Joshua Collinsworth

David Bullock is a financial advisor with Arque Advisors, LLC in Morgan, Vermont. He holds the Series 63, Series 65, and Series 66 licenses and has worked in the industry since 2002, including 21 years at Arque Advisors and over two decades at Milton Associates LLC. Arque Advisors is an independent firm providing investment management and consulting to individuals, institutions, family offices, and private investment funds. The firm combines proprietary models, technical charting, and fundamental analysis for portfolio management, sponsors pooled investment vehicles including a multi-strategy fund-of-funds and a private equity vehicle, and offers both discretionary and non-discretionary services.

Harper Phillips is a financial advisor at Btv Capital LLC in Burlington, VT, holding a Series 65 designation with nine years of industry experience. He has been with Btv Capital LLC since 2015 and previously operated Vennor Group LLC as a self-employed advisor from 2002 to 2017. Btv Capital LLC is a single-advisor registered investment adviser providing discretionary investment management and advisory services to a limited number of clients, including individuals, institutions, and pooled vehicles. The firm employs a volatility-based trading strategy focused on equity and index options, futures, and options on futures, using derivatives and leverage with an emphasis on growth and speculation rather than broad diversification.

Meredith Augustoni is a ChFC® credentialed financial advisor with Equity Services, Inc., where she has worked since 1983, accumulating 42 years of industry experience. She has also been affiliated with National Life Group since 1975. Outside of her advisory role, she serves as an ordained minister, a justice of the peace, and holds volunteer positions including president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s fundraising group. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms focused on long-term allocations and manager-driven model portfolios.

Patrick Howell is a financial advisor with SPC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and previously worked at firms including Eagle Strategies, New York Life Insurance Co., and Mass Mutual Life Insurance Company. Outside of his financial career, he is co-owner of Dynamic Cycling Adventures, a business offering mountain bike clinics and coaching. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm offers both discretionary and nondiscretionary investment management and maintains relationships with third-party managers while providing integrated fiduciary and non-fiduciary services.

Vincent Petrangelo is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates and Ameriprise Financial Services Inc before joining Ameriprise in 2020. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations, using algorithmic automation overseen by a specialized team.