Lawrence John Raff

Tyson Fielding is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Equinox Financial Advisors, Inc. in Manchester Center, VT. He has worked at Equinox Financial Advisors since 2012 and is also involved as treasurer of the Main Street Hockey Club, Inc., where he handles budgeting and tax filings. Additionally, he serves on the board of the Mt. Laurel Foundation. Equinox Financial Advisors, Inc. provides wealth management, financial planning, investment management, and tax preparation services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages approximately $111 million in discretionary assets across about 312 client relationships, emphasizing customized, primarily long-term portfolios using low-cost mutual funds and ETFs with flexibility for other securities and reasonable 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 four years of industry experience and holds a Series 66 designation. Prior to joining HWC Financial, he worked at LPL Financial and Mirras, Jacoby, Levine & Hatgistavrou Inc. Levine is also involved in Cope Americas, LLC, an online selling platform unrelated to investment services. HWC Financial manages approximately $60 million for individual and high-net-worth clients, offering discretionary portfolio management and financial planning services. The firm uses a fundamentally driven, value-oriented investment approach with a long-term horizon and incorporates risk management and tax considerations in portfolio decisions.

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 at Hutner Capital Management Inc. with 14 years of industry experience and a Series 65 credential. He has been with Hutner Capital Management since 2008 and has held roles at Quechee Alpine Ski Club, Inc. and Burr and Burton Academy for over 15 years. Hutner Capital Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on long-term holdings based on fundamental microeconomic analysis, with an emphasis on capital preservation, while also pursuing opportunistic shorter-term positions and limited options strategies in select accounts.

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.