Scott Baldwin is a financial advisor at Emg with 28 years of industry experience. He holds a Series 65 designation and has worked at Hazard & Siegel, Inc. since 2010. Baldwin serves as a board member of the Burlington Parks Foundation, where he is involved in fundraising efforts. Emg, also known as Essex Asset Management Group, Inc., provides individualized portfolio management and financial planning services to individuals, retirement accounts, trusts, estates, charities, and small businesses. The firm uses a tailored asset-allocation approach and offers discretionary portfolio management alongside non-discretionary financial planning.

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.

Brett Peltzer is a CFA® charterholder with 21 years of industry experience. He has been with InTrack Investment Management, Inc. since 2015 and also leads Peltzer Capital Management LLC. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning and held-away account management through third-party platforms.

Matthew Johnson is a CFA® charterholder with 19 years of industry experience. He has worked at Sopher Investment Management, Inc. since 2007. Johnson is based in South Burlington, Vermont, and is part of a five-advisor team at InTrack Investment Management, Inc. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, foundations, municipal organizations, corporations, and participant-directed retirement plans. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with discretionary portfolio management.

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.

Sandra Maynard is a financial advisor at Stage 2 Planning Partners LLC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Maynard has been with Stage 2 Planning Partners and its predecessor entities since 2016. Outside of her advisory role, she serves on the finance council of her church, keeps scorebooks for high school basketball teams, and participates as a demonstrator for a crafting company. Stage 2 Planning Partners serves individual clients, business owners, and pension plans by providing ongoing portfolio management, financial planning, and pension consulting. The firm typically manages accounts on a discretionary basis using model portfolios and a limited investment universe, and it also offers educational seminars to clients and their families.

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.

Joseph Diebold is a CFP® with 31 years of industry experience and has been with Eley Management Associates Inc since 1992. He is based in South Burlington, VT, and holds a Series 65 license. Diebold is part of the four-advisor team at Broadlake Financial Management. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements tailored to client needs and applies fundamental, macro-economic, and technical analysis in its investment approach.

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.

Matthew Sopher is a financial advisor at InTrack Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Mercer A. Marsh McLennan Business and The Guardian Life Insurance Company of America. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment approach emphasizing strategic asset allocation and integrated financial planning.

William Walsh is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Quantum Leap Capital, LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of South Burlington, Vermont. Outside of his advisory role, Walsh works as an independent insurance agent and is involved in real estate referral activities. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized, generally long-term portfolios using low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside financial and business planning.

Beth Wilson is a financial advisor at Poulos Advisors, Inc. in South Burlington, VT, holding a Series 65 designation with 15 years of industry experience. She has been with Poulos Advisors since 2010. Poulos Advisors serves individuals, including high-net-worth clients, privately-held business owners, trusts, and employer-sponsored retirement plans, offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios using a modern-portfolio framework with limited market-timing and conducts due diligence on third-party managers, implementing strategies generally on a discretionary basis.

Antoine Williams is a financial advisor at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT, with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Private Advisor Group, LLC from 2012 to 2021 before joining his current firm in 2021. The firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing portfolio management, financial planning, and pension consulting. Its investment approach is guided by modern portfolio theory and involves discretionary portfolio management utilizing the SEI platform and selected third-party managers, with accounts monitored on an ongoing basis.

Kyle Abrahamovich is a financial advisor with Poulos Advisors, Inc. in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Poulos Advisors since 2006. In addition to his advisory role, he spends approximately 10% of his time as an independent insurance agent. Poulos Advisors serves individuals, high-net-worth clients, privately held business owners, trusts, and employer-sponsored retirement plans by offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios using a modern-portfolio framework with limited market-timing and conducts due diligence on third-party managers, often implementing strategies on a discretionary basis while accommodating client restrictions.

Todd Toensing is a CFP® with 36 years of industry experience and is affiliated with Emg in South Burlington, VT. He has worked at Hazard & Siegel, Inc. since 2010 and with Emg since 1995. Outside of his advisory roles, he serves as president of Essex Asset Management Group Inc. and Double Dog Dare LLC, a marketing company. Essex Asset Management Group, Inc. provides individualized portfolio management and financial planning services for individuals, retirement accounts, trusts, estates, charities, and small businesses. The firm employs a discretionary asset-allocation investment approach tailored to client goals and risk tolerance, while financial planning services are delivered on a non-discretionary basis.

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.

Jody White is a CFP® and CFA® professional with 16 years of industry experience, currently serving as the sole advisor at Farrow Financial Inc. Located in Charlotte, VT, White has been with Farrow Financial since 2000. Outside of advisory work, White is involved in consulting through Farm Developing, LLC, and provides financial advice to Gifford Health Care. Farrow Financial, Inc. is a fee-only registered investment adviser that offers financial planning, investment management, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a global, top-down research approach combining charting, fundamental, and technical analysis, with portfolio strategies shaped by comprehensive financial plans.

Jason Brown is a financial advisor at Emg with a Series 65 designation and one year of industry experience. His prior work includes six years at ISI Water and roles at Superior Technical Ceramics, as well as periods of extended travel. Emg, part of Essex Asset Management Group, Inc., serves individual investors—including high-net-worth clients—and various account types by providing discretionary portfolio management and financial planning. The firm employs an individualized asset-allocation approach using equities, fixed income, ETFs, and other securities to align portfolios with client goals and risk tolerances.

Myron Sopher is a financial advisor at InTrack Investment Management, Inc. with 31 years of industry experience. He holds a Series 65 designation and has been with InTrack since 2015. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with portfolio management.

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.