Jeffery Raleigh is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in insurance sales as president of Raleigh & Raleigh Insurance and Investments since 1999. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party model portfolios, discretionary asset management, financial planning, and plan services.

Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, Vermont, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Andrea Kelley is a financial advisor at UBS Financial Services with 20 years of industry experience. She has held positions at UBS since 2018 and previously worked at Scottrade, Inc. for 14 years. Kelley holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research and the Chief Investment Office.

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.

Kerri Churchill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Cambridge Investment Research, Inc. since 2011 and is also associated with Bennett Wealth Management, LLC. Outside of her advisory roles, she serves as treasurer for the Sheldon Historical Society and is involved in other business activities including ownership and board membership positions. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations 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 approaches.

Benjamin Russell is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an assistant swim coach for a master's swim team and is involved as a passive investor in the hospitality sector. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Jeffery Thompson is a financial advisor with Ameriprise in Essex Junction, VT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with R&D Holdings LLC, providing concierge client service support for Ameriprise Financial practices. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions and utilizes algorithmic automation alongside oversight committees to support its retirement planning services.

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Renee Yagoda is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including prior experience at Marsh. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, generally those with at least $1 million in net investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team that delivers tailored, algorithm-assisted retirement income recommendations.

Stephen Riggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2002. 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 accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Nathan Cloutier is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with LPL Financial and previously worked at SilverLake Wealth Management, LLC. Prior to his advisory career, he was involved with Vermont Expos, Inc., operating the Vermont Lake Monsters. Outside of his advisory role, Cloutier has engaged in reselling household items through an online marketplace. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Marcy Smith is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at People's United Bank for 13 years. Outside of her advisory role, she is involved as a stylist selling beauty products through Color Street LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations focused on income sources and withdrawal strategies.

Nathan Wolfe is a CFP® with four years of industry experience and has been with Edward Jones since 2021. Prior to joining Edward Jones, he worked as a patrol officer for the Town of Morristown and Lamoille County Sheriff's Department. He continues to serve in a part-time capacity for the Town of Morristown. 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 range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gregory Lambesis is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2023, following over a decade at CUSO Financial Services and ongoing involvement with Northcountry Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Walsh is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013 in various capacities. Outside of his advisory role, he has business ownership interests including a non-investment-related venture under R&D Holdings. Ameriprise is a large institutional firm offering a retirement-income planning service targeting clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Seth Blanchard is a financial advisor with Ameriprise, holding a Series 66 license and over 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns and oversees management of a mortgage holding company involved in commercial real estate. Ameriprise provides retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Beaulieu is a financial advisor with LPL Financial holding a Series 65 designation and 17 years of industry experience. His prior roles include positions at Lincoln Investment Planning, LLC, Regal Investment Advisors, LLC, and Bankers Life Securities, Inc. Beaulieu is also involved with Level Four, where he has maintained an ongoing role since 2018. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kristi Rocheleau is a financial advisor with Ameriprise in Colchester, VT, holding a Series 66 designation and over 29 years of experience, including a long tenure at Vermont Student Assistance Corp. She joined Ameriprise in 2025 after nearly three decades with VSAC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Jason Dubois is a financial advisor with Ameriprise in Williston, VT, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he is co-owner of a mortgage holding company, SJB Holdings, and a financial planning company, R&D Holdings. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.