Thomas Kazak

David Owen is a financial advisor at Shipwright Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, AXA Advisors, and Triad Advisors. In addition to advisory services, he provides non-advisory business strategy consulting. Shipwright Advisors serves individuals, high-net-worth clients, charitable organizations, and employer plan sponsors, offering investment management, financial planning, retirement plan consulting, and business strategy consulting. The firm’s investment approach combines passive and active strategies with a focus on modern portfolio theory and includes ERISA-related retirement plan services in both advisory and delegated manager roles.

Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.

Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.

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 founder and sole advisor of DWV Advisors, LLC, an independent registered investment adviser based in Essex Junction, Vermont. He holds the PFS™ designation and Series 65 license, with 15 years of experience in financial advisory services. Prior to founding DWV Advisors in 2009, Voigt has been president and owner of DWV CPA PC, a CPA firm, since 1990. DWV Advisors provides discretionary portfolio management, financial planning, and manager-of-managers oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm customizes investment strategies based on client objectives, tax considerations, and risk tolerance, employing a range of analytical techniques and investment vehicles.

Russell Gilfix is a financial advisor at Wind & Rose, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Wind & Rose since 2007. Prior to that, he has been associated with Spc and Sammons Securities Company, LLC since 2005. Wind & Rose, LLC provides wealth management, financial planning, and portfolio management services to individuals and institutional clients including banks, pension plans, trusts, and charitable organizations. The firm manages a privately offered pooled investment vehicle and employs a broad, global investment approach that includes public equities, fixed income, private investments, and alternative exposures.