Susan Terwilliger

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 two years of industry experience. Prior to joining Montis Financial in 2023, he spent 50 years at Conservest Management. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management, the use of unaffiliated managers, and a range of strategies such as mutual funds, separate account managers, private funds, and selective use of options and ETFs.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.