Patrick Howell

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.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners in Essex, Vermont, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners offers portfolio management and model-delivery services focused on a concentrated, value-investing equity strategy for a select client base that includes individuals, charitable foundations, other registered investment advisors, and a private investment partnership. The firm emphasizes small- and mid-cap equities with a multi-year investment horizon and employs a thesis-driven approach supported by direct outreach and industry research.

Robert Thompson is a financial advisor with OSAIC Institutions, Inc. in Newport, VT, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Passumpsic Financial Advisors, Passumpsic Bank, LPL Financial, CETERA Advisor Networks LLC, Community Financial Service Group, and Northern Lights Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated services across advisory and broker-dealer functions.

Ronald Sanville Jr. is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Benefitscorp, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Staci Smith Lantagne is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Stifel Niclaus & Co Inc since 2009. Outside of her advisory role, she serves on the Development Committee and Board of the St. Johnsbury History and Heritage Center and is a member of the Pension Committee for the Town of St. Johnsbury. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

David Gwatkin is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.