Rhonda Peters Lathrop

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

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.

Karen Ogden is a CFP® with 19 years of industry experience, currently serving as an advisor at Envest Asset Management, LLC since 2022. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm employs a primarily passive investment strategy combined with client-specific policy development and offers ESG/SRI options and educational seminars for clients and plan participants.