Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. 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 uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

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 owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

Cameron Brown is the sole advisor at Tack Wealth in Burlington, VT, holding a Series 65 designation with no prior financial industry experience. Before founding Tack Wealth, he worked in various legal roles, including at Segal McCambridge and other firms, spanning from 2016 to 2025. He also maintains a part-time law practice as a sole proprietor under his own name. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate entities. The firm offers discretionary portfolio management using a blend of fundamental and technical analysis alongside modern portfolio theory, and employs a fee-only structure with standalone planning engagements billed at fixed or hourly rates.

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.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners with seven years of industry experience. He holds a Series 65 designation and has worked at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners provides discretionary and non-discretionary portfolio management to individuals, charitable foundations, other advisers, and pooled investment vehicles, using a concentrated, thesis-driven value strategy focused on mispriced equities with a multi-year horizon and high-conviction positions. The firm also sponsors a private pooled fund that may employ a broader set of investment techniques, including private unlisted investments, hedges, short positions, and leverage.

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.

Eric Hallman is a CFP® with 10 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2024. He previously worked at SVB Private for three years and Fidelity Investments for five years. WestView Investment Advisors is an SEC-registered firm with four advisors managing approximately $228.6 million for about 165 clients. The firm serves individuals, high-net-worth households, and plan sponsors, providing investment management, financial planning, and retirement plan consulting tailored to client goals and risk tolerance.

Jonathan Landry is a CFP® and Series 66 registered financial advisor at 44 North Capital, LLC with 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch from 2011 to 2023. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm provides discretionary investment management and financial planning, using a combination of fundamental, macroeconomic, and technical analysis alongside active and passive strategies.

Robert Costello is a CFP® professional with 15 years of industry experience, currently serving at Costello Financial Planning, Inc. in Burlington, VT, where he has worked since 2015. In addition to his advisory role, he operates a tax preparation business and provides bookkeeping services to an accounting firm outside of trading hours. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering comprehensive wealth management, retirement-plan consulting, and tax preparation support. The firm applies a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and tailors strategies to client objectives through a structured "Personal CFO" process.

Corrie Parker is a CFP® professional with one year of industry experience, currently serving as an advisor at Oak Maple Finance, LLC. She previously worked at Pathway Financial Advisors from 2016 to 2023. Oak Maple Finance, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with approximately $92.5 million in discretionary assets under management. The firm combines modern portfolio theory and fundamental analysis using both passive and active strategies, offers ESG options, and provides services including discretionary wealth management, financial planning, and educational seminars.

Joshua Graham is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with WestView Investment Advisors and previously worked at Shadowfax Capital Management and M Partners. WestView Investment Advisors is a team-based SEC-registered firm managing approximately $228.6 million for about 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, quantitative, and technical analysis tailored to client goals and risk tolerance.

Benjamin Nostrand is a CFP® with 18 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2013. He previously founded Nostrand Financial Planning, LLC, where he worked from 2008 to 2013. Nostrand holds the Series 65 designation and is based in Burlington, VT. WestView Investment Advisors is a supported, SEC-registered firm with four advisors managing approximately $228.6 million for around 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a combination of fundamental, quantitative, and technical analysis tailored to client 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 has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

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.

Nancy Westbrook is a financial advisor at One Day In July LLC with five years of industry experience. She holds a Series 65 designation and has worked at One Day In July since 2019. Prior to her advisory role, Nancy was employed at Vermont Day School and spent several years as a homemaker. She serves on the Finance Committee for the Fletcher Free Library, advising on investment matters. 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 a distinct environmental investing option focused on carbon intensity and fossil fuel reserve screening.

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 and holds a Series 65 license, with 29 years of industry experience. She has been with Hanson & Doremus Investment Management in Burlington, VT since 1996. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a combination of passive index allocations and active, bottom-up security selection, with ongoing monitoring and regular client reviews.