Nathan Cloutier

Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, Vermont, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.

Kerri Churchill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Cambridge Investment Research, Inc. since 2011 and is also associated with Bennett Wealth Management, LLC. Outside of her advisory roles, she serves as treasurer for the Sheldon Historical Society and is involved in other business activities including ownership and board membership positions. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Benjamin Russell is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an assistant swim coach for a master's swim team and is involved as a passive investor in the hospitality sector. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.