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.

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

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.

Connor Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding a Series 66 designation and seven years of industry experience. He has worked at Northeast Planning Associates, Inc. since 2016 and was previously with Wells Fargo Clearing and NorthCountry Federal Credit Union. Outside of his advisory role, Brisson is also licensed as an insurance agent providing life, health, disability, long-term care, and fixed annuity products. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that develops model portfolios and provides a range of advisory delivery options tailored to client needs.

John Morlock is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TIAA-CREF for 16 years before joining NewEdge Advisors in 2025. Outside of his advisory role, he assists his son as CFO of a property maintenance and landscaping company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Dale Mullin is a financial advisor with Equity Services, Inc. in Queensbury, NY, holding a Series 63 designation and 23 years of industry experience. He has been with Equity Services since 2007 and also serves as a tax manager at Whittemore, Dowen & Ricciardelli LLP, where he performs tax preparation and planning. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and client-approved trading strategies.

Caroline Boudreau is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and National Life Group. Outside of her advisory role, she is involved with Maffe Financial Group, focusing on servicing and sales of fixed products. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios while allowing for discretionary or client-approved trading.

Keven Graber is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2017, following nine years at CCO Investment Services Corp. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs a committee structure to review third-party strategists and program suitability.

Trystan Maddalena is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has held roles at several organizations, including The Vermont Agency, where he is involved in fixed insurance sales and workshop presentations in educational settings. Outside of his advisory work, Maddalena coaches boys’ hockey at Essex High School. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms, emphasizing long-term allocations and manager-driven model portfolios.

Brenton Lane is a financial advisor with Equity Services, Inc. in Saco, ME, holding a Series 66 designation and 14 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2011. Outside of his advisory role, Lane is engaged in selling life and disability insurance and serves as a trustee administering a family trust. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies tailored to client profiles.

Starr Barnum V is a financial advisor with Equity Services, Inc. in Colchester, VT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Equity Services since 2002. Outside of his advisory role, Barnum prepares tax returns for friends and family and serves as a trainer for life insurance agents on specialized software. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and uses a variety of proprietary and third-party investment platforms to deliver both discretionary and non-discretionary portfolio management.

Anna Carroll is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Santander Securities, Santander Bank, and J.P. Morgan Securities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Michael Mccormick is a Series 66-licensed financial advisor at Equity Services, Inc. with three years of industry experience. He has worked at Equity Services since 2022 and previously held positions at Northfield Savings Bank, TD Bank, and Merchants Bank. Outside of his advisory work, Mccormick serves as a volunteer school board member on the Finance and Facilities Committee at Rice Memorial High School in Vermont. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocation and manager-driven model portfolios while allowing for discretionary and non-discretionary trading.

Chad Fitzpatrick is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2013. Outside of his advisory role, he is a licensed life and health insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

Megan Hand is a CFP® and Series 66-registered financial advisor with Equity Services, Inc. in Colchester, VT, where she has worked since 2020. She has seven years of prior experience at National Life Group. Outside of her advisory role, she serves as a volunteer member of the Blessed Sacrament Parish finance committee and as secretary and board member for Stowe Youth Baseball. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers both advisory and broker-dealer services, utilizing a range of proprietary and third-party investment platforms with a focus on long-term, manager-driven model portfolios alongside options for client-approved trading.

Aaron Gaines is a financial advisor with Equity Services, Inc. in Vergennes, VT, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at Landmark Financial and Counseling Service of Addison County. Outside of his advisory work, he is involved in community activities as a member of the Greater Vergennes Rotary and serves as a men’s soccer coach for Addison United Soccer. Equity Services, Inc. serves a diverse client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management through a combination of proprietary and third-party platforms. The firm integrates advisory services with broker-dealer product distribution and employs a range of investment strategies tailored to client profiles.

Michael Castillo is a CFP® professional with 24 years of experience in the financial services industry. He has been with Equity Services, Inc. since 2003 and is also affiliated with National Life Group, where he has worked since 2001. Outside of his advisory roles, Castillo serves on the board of a local homeless shelter and is active as a Cub Scout leader. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a combination of proprietary and third-party investment platforms, offering both discretionary and client-approved trading strategies tailored to long-term allocations and manager-driven portfolios.

Michelle Lawrence is a financial advisor with Equity Services, Inc. in Colchester, VT, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked with National Life of Vermont and Equity Services since 2002. Outside of her advisory role, she is involved in tax preparation and serves on finance and audit committees for local nonprofit organizations, including Northwestern Medical Center and Vermont Catholic Charities. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution, offering investment management through proprietary and third-party platforms and employing client profile questionnaires to guide asset allocation.

Christopher Saras is a financial advisor with Equity Services, Inc. in Colchester, VT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, Saras officiates rugby games as a referee with the New England Rugby Referees Society. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and utilizes a range of proprietary and third-party investment platforms to tailor strategies based on client profiles.

James Cohen is a financial advisor with Eagle Strategies (New York Life) based in Colchester, VT. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include work with Hadley Financial Group and Retirement Income Strategies, and he operates JCOHEN FINANCIAL, which offers New York Life products and brokers non-registered insurance products. Cohen is also a board member of the Greater Burlington YMCA, serving on its Leadership and Governance Team and Finance Committee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.