Lawrence John Raff

Tyson Fielding is a CFP® professional with nine years of experience and is the principal advisor at Equinox Financial Advisors, Inc. in Manchester Center, VT, where he has worked since 2012. Prior to Equinox, he was involved with T&E Fielding Corp. Outside of his advisory work, he serves as treasurer of Main Street Hockey Club, Inc. and is a board member of the Mt. Laurel Foundation. Equinox Financial Advisors, Inc. provides wealth management, investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages approximately $110.9 million in discretionary assets across about 312 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with flexibility for additional securities and investment restrictions.

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

Zachary Levine is a financial advisor at HWC Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Mirras, Jacoby, Levine & Hatgistavrou Inc., Ganer + Ganer PLLC, and Mazars LLP. Outside of advisory work, he is involved with Cope Americas, LLC, an online selling platform. HWC Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented approach, constructing portfolios across major asset classes with discretion to rebalance or hold positions based on tax, valuation, or client-specific considerations.

Daniel Hutner is a financial advisor with Hutner Capital Management Inc. in Manchester, Vermont, holding 26 years of industry experience. He has been with Hutner Capital Management since 1996 and also serves as a general partner and managing member for several private investment partnerships, including Avalon Partners, L.P. and Hutner Special Situations Fund L.P. Hutner Capital Management provides discretionary investment management primarily to individual and high-net-worth clients, focusing on growth and income. The firm employs a fundamental, microeconomic investment approach with an emphasis on capital preservation and manages both traditional portfolios and private pooled investment partnerships.

Daniel Hutner Jr. is a financial advisor with Hutner Capital Management Inc. in Manchester, VT, holding a Series 65 designation and 13 years of industry experience. He has been involved with Hutner Capital Management since 2008 and has longstanding roles with the Quechee Alpine Ski Club, Inc. and Burr and Burton Academy. Hutner Capital Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, and pension and profit sharing plans, primarily serving individual and high-net-worth clients. The firm emphasizes fundamental, microeconomic analysis and long-term capital preservation, while employing a range of investment strategies including private pooled investment partnerships and limited use of hedging and derivatives.

Morgan Roberts is a financial advisor at Manchester Capital Management LLC with 26 years of industry experience. He has been with Manchester Capital Management since 1998. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.