Richard Alexander Girgis

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

Joseph Bragdon is a financial advisor at Montis Financial, LLC with three years of industry experience. Prior to joining Montis Financial, he worked at Conservest Management for 50 years. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a broad range of investment instruments and specialized strategies while maintaining distinct operational policies on portfolio management and risk disclosure.

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.