Harper Phillips is a financial advisor at Btv Capital LLC in Burlington, VT, holding a Series 65 designation with nine years of industry experience. He has been with Btv Capital LLC since 2015 and previously operated Vennor Group LLC as a self-employed advisor from 2002 to 2017. Btv Capital LLC is a single-advisor registered investment adviser providing discretionary investment management and advisory services to a limited number of clients, including individuals, institutions, and pooled vehicles. The firm employs a volatility-based trading strategy focused on equity and index options, futures, and options on futures, using derivatives and leverage with an emphasis on growth and speculation rather than broad diversification.

James Milne is the principal of Milne Financial Planning, Inc. in West Danville, Vermont, holding the CFP® designation and Series 63 license with 30 years of industry experience. He has been with Milne Financial Planning since its founding in 1996. Milne Financial Planning is a fee-only, fiduciary-registered adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm follows a long-term investment philosophy focused on diversification, asset allocation, and a buy-and-hold approach, offering both one-time reviews and ongoing financial planning and investment supervisory services.

Patrick Howell is a financial advisor with SPC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and previously worked at firms including Eagle Strategies, New York Life Insurance Co., and Mass Mutual Life Insurance Company. Outside of his financial career, he is co-owner of Dynamic Cycling Adventures, a business offering mountain bike clinics and coaching. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm offers both discretionary and nondiscretionary investment management and maintains relationships with third-party managers while providing integrated fiduciary and non-fiduciary services.

Robert Thompson is a financial advisor with OSAIC Institutions, Inc. in Newport, VT, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Passumpsic Financial Advisors, Passumpsic Bank, LPL Financial, CETERA Advisor Networks LLC, Community Financial Service Group, and Northern Lights Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated services across advisory and broker-dealer functions.

Ronald Sanville Jr. is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Benefitscorp, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Staci Smith Lantagne is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Stifel Niclaus & Co Inc since 2009. Outside of her advisory role, she serves on the Development Committee and Board of the St. Johnsbury History and Heritage Center and is a member of the Pension Committee for the Town of St. Johnsbury. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

David Gwatkin is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Deborah Williams is a financial advisor at Stifel with 44 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member of the Waterford Springs Homeowners' Association and is also a Vermont notary public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing guidance that clients may use to make informed decisions.

Stacey Randall is a financial advisor with LPL Financial in Saint Johnsbury, VT, holding a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors Financial Network from 2012 to 2020 before joining LPL Financial. Outside of her advisory role, she is employed part-time with North Country Vending. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas O'Reilly is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in consulting as well as roles at YBA Kanoo Group, Dell Technologies, and Virtual Compute Environment (VCE). 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Jacob Lavely is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2020. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Barbara Howard is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2009. Outside of her advisory work, she is involved with The Justin R Howard Memorial Fund, which provides micro grants to youth and young adults in sports and academics. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Travis Grosse is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Danville School. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lawrence Cipollone is a financial advisor with Edward Jones in St Johnsbury, VT, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 1995. 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 maintains a large national network of advisors and branch offices.

Shaina Calhoun is a financial advisor at Edward Jones with seven years of industry experience. She has worked with Edward Jones since 2018 and previously spent five years at TD Bank. Calhoun serves as a board member of the St. Johnsbury Chamber of Commerce, where she participates in marketing and promotional activities for the downtown area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Elizabeth Gwatkin is a financial advisor at Edward Jones with a Series 66 designation. She joined the firm in 2025 after a 26-year career at Northeastern Vermont Regional Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Eric Wilson is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and has been with Edward Jones since 2009. Outside of his advisory role, he has royalty income from a documentary related to East Burke LLC. 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 under management and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Lauren Stinehour is a Series 66 licensed financial advisor with Edward Jones, based in St. Johnsbury, VT. She has three years of industry experience, all with Edward Jones. Prior to her advisory career, she spent four years at J. Sargeant Reynolds Community College. 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 range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elysia Daigneault is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Passumpsic Savings Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tyler Cahoon is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Advisors for six years before joining LPL Financial in 2020. Outside of his advisory role, he serves on the board of Cahoon Motorsports, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Cussimanio is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones and The Vermont Agency/Equity Services. He is also involved with Community Financial Services Group, LLC, where he serves as a trust officer and investment advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Joseph Le Clair II is a financial advisor with Edward Jones in Lyndonville, VT, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Michael Newell is a Series 66-licensed financial advisor with 28 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2015. Outside of his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.