Robert Christopher Beaulieu

Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

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.

Dennis Voigt is the owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

Cameron Brown is the sole advisor at Tack Wealth in Burlington, VT, holding a Series 65 designation with no prior financial industry experience. Before founding Tack Wealth, he worked in various legal roles, including at Segal McCambridge and other firms, spanning from 2016 to 2025. He also maintains a part-time law practice as a sole proprietor under his own name. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate entities. The firm offers discretionary portfolio management using a blend of fundamental and technical analysis alongside modern portfolio theory, and employs a fee-only structure with standalone planning engagements billed at fixed or hourly rates.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners with seven years of industry experience. He holds a Series 65 designation and has worked at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners provides discretionary and non-discretionary portfolio management to individuals, charitable foundations, other advisers, and pooled investment vehicles, using a concentrated, thesis-driven value strategy focused on mispriced equities with a multi-year horizon and high-conviction positions. The firm also sponsors a private pooled fund that may employ a broader set of investment techniques, including private unlisted investments, hedges, short positions, and leverage.