Patrick Mcginn

David Owen is a financial advisor at Shipwright Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, AXA Advisors, and Triad Advisors. In addition to advisory services, he provides non-advisory business strategy consulting. Shipwright Advisors serves individuals, high-net-worth clients, charitable organizations, and employer plan sponsors, offering investment management, financial planning, retirement plan consulting, and business strategy consulting. The firm’s investment approach combines passive and active strategies with a focus on modern portfolio theory and includes ERISA-related retirement plan services in both advisory and delegated manager roles.

Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.

Ethan Baldwin is a financial advisor at Amor Fati Financial Services LLC with a Series 65 designation and two years of industry experience. He has previously worked at Essex Asset Management Group and served part-time in the Vermont Air National Guard. Baldwin is also a licensed insurance agent involved in life, health, accident, and HMO insurance sales. Amor Fati Financial Services provides discretionary portfolio management, financial planning, and benefit plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and pension or retirement plans. The firm uses a suitability-based process to develop customized investment strategies focused on low-cost passive funds and ETFs, while also permitting individual securities and limited short-term trading.

Cameron Brown is the founder of Tack Wealth in Burlington, VT, holding a Series 65 designation with experience that includes roles in legal and financial sectors since 2013. Prior to establishing Tack Wealth, he worked at several firms including Segal McCambridge and Sheehey Furlong & Behm, PC. In addition to his financial advisory work, he practices law part-time as a sole proprietor. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate clients. The firm employs a discretionary investment approach using a range of securities and combines fundamental and technical analysis with modern portfolio theory, offering fee-only and fixed-fee planning engagements.

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been employed by Bank of America, Merrill Lynch, and Mass Mutual among others. Outside of her advisory role, she is a limited partner in a management LLC unrelated to investment activities. 44 North Capital, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual, high-net-worth, institutional, and retirement plan clients. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, tactical asset allocation, and active management.