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.

Cameron Brown is the founder of Tack Wealth in Burlington, VT, holding a Series 65 designation with experience that includes roles in legal and financial sectors since 2013. Prior to establishing Tack Wealth, he worked at several firms including Segal McCambridge and Sheehey Furlong & Behm, PC. In addition to his financial advisory work, he practices law part-time as a sole proprietor. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate clients. The firm employs a discretionary investment approach using a range of securities and combines fundamental and technical analysis with modern portfolio theory, offering fee-only and fixed-fee planning engagements.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been employed by Bank of America, Merrill Lynch, and Mass Mutual among others. Outside of her advisory role, she is a limited partner in a management LLC unrelated to investment activities. 44 North Capital, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual, high-net-worth, institutional, and retirement plan clients. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, tactical asset allocation, and active management.

Eric Hallman is a CFP® professional with 10 years of experience in financial advising. He is currently with WestView Investment Advisors and has previously worked at SVB Private and Fidelity Investments. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, offering discretionary and non-discretionary portfolio management as well as financial and retirement plan consulting. The firm customizes asset-allocation strategies using a range of analytical approaches and provides consolidated reporting through the eMoney platform.

Jonathan Landry is a CFP® with 14 years of industry experience, currently serving as a financial advisor at 44 North Capital, LLC since 2023. Prior to joining 44 North Capital, he worked at Bank of America and Merrill Lynch from 2011 to 2023. 44 North Capital, LLC offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, estates, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, cyclical, charting, and technical analysis across various asset classes and actively manages portfolios with continuous oversight tailored to client objectives.

Robert Costello is a CFP® professional with 14 years of industry experience, currently serving at Costello Financial Planning, Inc. in Burlington, VT, where he has worked since 2015. Outside of his advisory role, he provides bookkeeping and reconciliation services to a financial firm and is involved in a tax preparation business, Brothers Tax LLC. Costello Financial Planning offers wealth management to individuals, families, and employer retirement plans, incorporating comprehensive financial planning and tax preparation services. The firm employs a "Personal CFO" approach focused on long-term investment strategies guided by Modern Portfolio Theory and fundamental analysis.

Corrie Parker is a CFP® and Series 65-registered advisor with over 13 years of industry experience. She has worked at Oak Maple Finance since 2023 and previously spent seven years at Pathway Financial Advisors and six years at Merchants Trust Company. Oak Maple Finance is a fee-only firm serving individual and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm uses a mix of passive and active funds guided by modern portfolio theory and fundamental analysis, and it offers socially responsible investment options upon request.

Joshua Graham is a CFA® charterholder with experience at WestView Investment Advisors since 2025. His prior roles include positions at Shadowfax Capital Management, M Partners, Pickle Barrel, Queen’s University, Mackenzie Financial Corporation, and TD Canada Trust. He is based in Burlington, VT. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using customized asset-allocation strategies implemented across a range of securities and supported by consolidated reporting tools.

Benjamin Nostrand is a CFP® professional with 17 years of industry experience, currently serving as an advisor at WestView Investment Advisors in Burlington, VT. He has been with Westview Investment Advisors, LLC since 2013 and Westview Management, LLC since 2020. Westview Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, customizing asset-allocation strategies based on clients’ goals and risk tolerance.

Louise Gibbs is a financial advisor at WestView Investment Advisors in Burlington, VT, holding a Series 65 designation with 10 years of industry experience. She has been with WestView since 2015, initially at Westview Investment Advisors, LLC, and continuing at Westview Management, LLC since 2020. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers portfolio management, financial planning, and retirement plan consulting, tailoring asset-allocation strategies to client goals and risk tolerance using a range of analytical methods.

Neven Kraguljevic is a financial advisor at Guiding Wealth Management, LLC in Burlington, VT, holding a Series 65 designation with two years of industry experience. Prior to joining Guiding Wealth in 2023, he worked at Elephant Corner Financial LLC and spent nine years at Johnson & Wales University. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset-allocation-driven portfolio construction and regularly reviews accounts while accommodating client-imposed investment restrictions.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He is an advisor at One Day In July LLC in Burlington, VT, where he has worked since 2023. Prior to joining the firm, he held roles at the University of Vermont and Saint Michael's College. Outside of advising, Matthew is involved in facility valuation and market research as an owner of a self-storage business in Colchester, VT. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs and offers a distinct environmental investing option that screens funds by carbon intensity and fossil fuel reserves.

Bethany Dubuque is a financial advisor at Mascoma Wealth Management with six years of industry experience. She holds a Series 65 designation and has previously worked at People's United Bank before joining Mascoma Bank in 2021. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF-based core portfolios supplemented by active and strategic allocations, supported by an in-house Investment Committee.

Zuzana Brochu is a CFP® professional with eight years of industry experience, currently serving at Mascoma Wealth Management since 2022. Her prior experience includes four years at People's United Advisors, Inc. and sixteen years at People's United Bank, N.A. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a diversified, low-cost ETF core, supplemented by active and strategic allocations guided by an in-house Investment Committee.

Anne Doremus is a CFA® charterholder with 29 years of industry experience, currently serving as an advisor at Hanson & Doremus Investment Management since 1996. She holds a Series 65 license and is based in Burlington, VT. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive and active investment strategies across multiple asset classes and provides comprehensive reporting that includes aggregation of outside assets through third-party tools.

John Bass is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the Austin Firefighters Retirement Fund and the Austin Fire Department. Bass serves as an elected Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund, overseeing the defined benefit pension plan. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers an environmental investing option focused on carbon intensity and fossil fuel metrics.

Jennifer Martinez is a financial advisor at One Day In July LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Orion Talent and Kaplan, with intermittent periods as a homemaker. Outside of her advisory work, Jennifer serves as a Commissioner on the Shelburne Water Commission and is a member of the Board of Directors for SCHIP, a local nonprofit that supports other charities through resale shop proceeds. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs and offers a distinctive environmental investing option alongside educational outreach and client engagement initiatives.