Adam Eiklor is a financial advisor at Copper Leaf Financial, LLC in Williston, VT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Copper Leaf Financial, he worked for 13 years at SlopeStyle Ski and Ride. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management, primarily for mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

Jacquelyn Thibeault is a CFP® professional with five years of experience in the financial industry, currently serving at Copper Leaf Financial, LLC. Her prior work includes roles at Vermont State Employees Credit Union and Kinney Drugs. Copper Leaf Financial is a fee-only wealth management firm that offers comprehensive financial planning, discretionary portfolio management, and advanced planning services. The firm serves individuals, families, trusts, charitable organizations, and businesses, focusing on mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

John Davis is a CFP® with 25 years of industry experience, currently serving at Copper Leaf Financial, LLC. His prior experience includes roles at Cambridge Investment Research and Davis & Hodgdon Associates CPAs PLC. Outside of advisory work, he is an owning member of 33 Blair Park LLC, a property management and consulting business. Copper Leaf Financial, LLC is a fee-only registered investment adviser providing comprehensive wealth management and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes an initial financial plan and written Investment Policy Statement, implementing predominantly passive asset-class portfolios with regular reviews and tax management.

Breanna Sykes is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Copper Leaf Financial, LLC since 2020 and previously worked at Bridge Financial Partners and Wells Fargo. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on holistic financial planning and discretionary portfolio management, primarily using passively managed mutual funds and ETFs, with an emphasis on tailored investment policies and ongoing portfolio monitoring.

Bret Hodgdon is a CFP® professional with 17 years of experience, affiliated with Copper Leaf Financial, LLC in Williston, VT. He has previously worked with Cambridge Investment Research and is also a partner at Davis & Hodgdon Associates CPAs PLC, where he specializes in tax preparation and accounting. Outside of his advisory role, he is involved in managing a real estate partnership that owns office space occupied by his accounting firm. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses, primarily mid- to late-career professionals, executives, and business owners. The firm emphasizes holistic financial planning and utilizes primarily passive investment strategies with the support of third-party managers and service providers.