Shelley Greenwood Lafoe

David Bullock is a financial advisor with Arque Advisors, LLC in Morgan, Vermont. He holds the Series 63, Series 65, and Series 66 licenses and has worked in the industry since 2002, including 21 years at Arque Advisors and over two decades at Milton Associates LLC. Arque Advisors is an independent firm providing investment management and consulting to individuals, institutions, family offices, and private investment funds. The firm combines proprietary models, technical charting, and fundamental analysis for portfolio management, sponsors pooled investment vehicles including a multi-strategy fund-of-funds and a private equity vehicle, and offers both discretionary and non-discretionary services.

Kelly Shanahan is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Global View Capital entities since 2014 and previously spent five years at Purshe Kaplan Sterling Investments. Outside of his advisory role, Shanahan operates as a self-employed business analyst consultant focusing on software integration and application analysis. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a largely model-driven, quantitative investment process using proprietary research and algorithmic signals to manage approximately $708 million in discretionary assets across about 85 advisors and 3,900 client relationships.

Meredith Augustoni is a ChFC® credentialed financial advisor with Equity Services, Inc., where she has worked since 1983, accumulating 42 years of industry experience. She has also been affiliated with National Life Group since 1975. Outside of her advisory role, she serves as an ordained minister, a justice of the peace, and holds volunteer positions including president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s fundraising group. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms focused on long-term allocations and manager-driven model portfolios.

Paul Decelles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2000. His other business activities include operating Royer Financial Services for accounting purposes and involvement in long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Rafael Sternbach Le Noury is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Inc. since 2023. Outside of his advisory role, he is involved with Streetlight Financial and serves as an independent agent in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment strategies.

Daniel Pellerin is a financial advisor with Edward Jones in Derby, VT, holding Series 63, 65, and 66 designations and 11 years of industry experience. He has been with Edward Jones since 2017, following six years at St J Auto. Outside of his advisory role, he serves as Vice President of Vermont’s North Country Chamber of Commerce, is a trustee for the Orleans County Historical Society, and holds the position of Senior Warden with the Free and Accepted Masons in St Johnsbury. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.