Mark Doehla is a financial advisor at Great Diamond Partners, LLC with industry credentials including the Series 63 and Series 65 licenses. He has experience working at National Life Group and H M Payson & Co before joining Great Diamond Partners. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm utilizes a range of investment approaches including fundamental and technical analysis, modern portfolio theory, and long-term purchase strategies, often incorporating third-party managers and model portfolios through a third-party platform.

Philip Bongiorno is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with IAMS since 2017, previously working at Regal Investment Advisors. In addition to his advisory role, he is the owner and president of Policy Inspector Inc., an online service that searches for lost insurance and annuity policies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Howard Levine is a financial advisor at Continuum Advisory, LLC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at OSAIC, Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Levine owns Hanover Financial Group and is involved in life and disability insurance sales through Howard Levine Insurance Sales. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Northwestern Mutual and State Farm, among other firms. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, ongoing financial coaching and offers a structured 12-month Tailored Professional Services engagement alongside discretionary portfolio management through its in-house Investment Management Team.

Frederick Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Commonwealth since 2019 and also owns Harkins Wealth Management, LLC, which he established in 2008. Outside of his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, including investment management, compliance, and technology services.

Michelle Cortes Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has worked at Commonwealth Financial Network since 2019, with prior experience at LPL Financial. Outside of her advisory role, she owns My Divorce Ally, Inc., a divorce planning service, and is a co-owner of Nightshade, LLC, which operates a restaurant and bar. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Stephen Frank is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a Series 63 license holder. Outside of his advisory role, he serves as a co-trustee for his parents' trusts and is the majority owner of Frank Brooks Florio Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with various financial products and referral channels.

Sara Lory is a financial advisor at Edward Jones in Morrisville, VT, holding a Series 66 designation with one year of industry experience. She previously worked at Nectar Marketing, LLC for three years and has experience in the hospitality sector with roles at Topnotch Resort, Trapp Family Lodge, and Stowe Mountain Lodge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients through a network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Goodwin is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1991, also working at Bank of America since 2011. Outside of his advisory role, he serves as President of The Goodwin Levine Foundation, a family charitable organization. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services, supported by a wide range of strategy offerings and integration with Bank of America’s capital markets platform.

Alexander Adami is a financial advisor at Edward Jones in Stowe, VT with a Series 66 designation and one year of industry experience. His prior work includes roles at Vasion, Lone Wolf Technologies, Phoenix Tower International, ADT, and Entrex Capital Market, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

G Thornton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1991, beginning his career after earning a bachelor's degree from Babson College in Finance & Investments. He joined Merrill in 1994 and continues to work with many of the same clients today. G focuses on understanding his clients' evolving personal and financial goals to develop customized financial plans that guide his investment recommendations. He and his team provide collaborative assistance that covers a range of needs including banking, estate plan execution, and retirement plan fiduciary advisory services. His client areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and the Certified Plan Fiduciary Advisor (CPFA). Outside of work, G enjoys boating, cooking, football, music, reading, skiing, and spending time with his family.

Thaddeus Smith is a financial advisor with Edward Jones in Hyde Park, Vermont, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his financial advisory role, he is involved in the sale of firewood. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jared Hendler is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a managing member and partner of AVEMAX LLC, which owns an airplane. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management to provide tailored investment solutions based on proprietary research and model-based asset allocations.

Mary Stiles is a financial advisor with UBS Financial Services in Stowe, VT, holding Series 63 and Series 66 credentials and having 19 years of industry experience. She has been with UBS since 2016. Mary volunteers on the Finance Committee of St. Johns in the Mountains, an Episcopal church, where she assists in reviewing financial reports and coordinating fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Christopher Reed is a Series 66 licensed financial advisor with Edward Jones, based in Morrisville, VT, and has three years of industry experience. He previously worked at People's United, a division of M&T Bank, and has experience in the banking and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managed under a fiduciary standard, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.

John Youland is a financial advisor with Edward Jones in Morrisville, VT, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he occasionally rents out a family apartment to skiers during the season. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kyla Westover is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including prior roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory work, she is a member of WESTSPER, LLC, a real estate venture. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and a range of investment strategies.

Richard Jacobs is a financial advisor with Edward Jones in Morrisville, VT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Jacobs serves as a Development Chair and board member for the Green Mountain Council Boy Scouts of America, where he volunteers to organize the annual Eagle Scout Recognition Celebration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Lory is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Union Bank and Nfp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Graddock is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 54 years of industry experience. He has been working with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Stowe, VT, Graddock's career spans several decades within the same firm group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate tools such as Monte Carlo simulations and Secular Return Estimates.

Carl Haasper is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience, including prior roles at MassMutual and Hornor, Townsend & Kent. Outside of advising, he is the founder of Green Mountain Accounting & Tax P.C., a tax services firm in Stowe, VT. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals.

Derek Graddock is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009, including within Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he serves on the Board of Directors for the Vermont Ski & Snowboard Museum. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Nathan Gourd is a CFA® charterholder and financial advisor with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and its related entities. Prior to this, he held roles at MML Investors Services LLC, Mass Mutual Life Insurance Company, and New York Life among others. He is also involved with Hoogenboom Wealth Management in an employee role. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and both discretionary and non-discretionary investment approaches.