Cassandra Fyles Graziano is a financial advisor with Eagle Strategies (NY Life) in Orwell, VT, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2016 and currently operates under the DBA JCOHEN Financial for selling New York Life products and services. Eagle Strategies LLC serves individuals, including high net worth clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Oleg Kryzanovski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach is centered on model portfolios developed by its Research Department and third-party strategists, offering clients access to various managed account programs and financial planning services.

Donald Hubert is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 16 years and has been associated with Lion & Panther Financial Group since 1978. Outside of his advisory role, he is involved with Lion & Panther Financial Group as a business separate from his LPL activities. 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 broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously with LPL Financial from 2012 to 2018. He formerly owned and operated a bagel bakery and deli business as well as a motel, both now inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremy Carroll is a financial advisor with Edward Jones in Rutland, Vermont, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Carroll serves as Sponsorship Chair for the Alzheimer's Association, Vermont Chapter, and volunteers on the Walk Planning Committee for events in Rutland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Michael Beckett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and has a concurrent career at IBM since 1996. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio implementation and oversight with an emphasis on a variety of investment models.

Gopal Acharya is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over eight years of experience. His work history includes roles at Synopsys Inc., Aris Solutions, Howard Center, and Primerica Financial Services. He is also involved with Howard Center, a nonprofit organization. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Malcolm Mead is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Cambridge Investment Research Advisors since 2021 and Cambridge Investment Research, Inc. since 2020, as well as Fcg Advisors LLC since 2002. Outside of his advisory work, he is involved as a partner in a residential rental business in North Chittenden, VT. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment strategies across multiple account platforms.

Patrick Dunn is a financial advisor with Primerica Advisors in Salisbury, VT, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of advising, he has been involved in local community roles including service with the Town of Salisbury and Middlebury Union High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Scott Scribner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services and Securities America. Outside of his advisory work, he is involved in several community and nonprofit activities, including serving as chairperson of the Brandon VT Republican Town Committee, vice president of the Vermont Covered Bridge Society, and secretary of the Brandon Museum & Welcome Center. He also runs Scribner Artistic Designs and operates an inn in Brandon, Vermont, where he maintains his office. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers both advisory and brokerage services through a network of thousands of financial advisers.