Craig Walker is a financial advisor with Vanderbilt Advisory Services in Montpelier, VT, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2017, he worked for the South Burlington School District for one year. He is also the owner of GVVT LLC, an entity used to manage business expenses. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers various portfolio management and financial planning services, employing a strategic investment process that integrates fundamental, technical, and charting analysis, and maintains formal relationships with retirement-plan and benefits firms to support pension consulting and plan administration.

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He has held roles at Edward Jones and has been involved with LaRock and Sons Construction for over a decade. He holds a Series 66 designation. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs a primarily index-based, long-term approach while integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

Stephen Kylander is a financial advisor at Pallas Capital Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at Crow Point Investment Management, LLC and RBC Global Asset Management Inc. There are no notable outside activities reported. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management services including discretionary investment management, financial planning, family office services, and retirement plan advisory.

Danny Lattrell is a financial advisor with SPC who holds Series 66 and Series 63 licenses and has 34 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Lattrell Insurance since 1984. His other business activities include the sale of various insurance and annuity products through multiple companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through several account programs.

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and has a long career including roles at Kestra Investment Services, Nathan & Lewis Securities, and Jamieson Eilers Inc. Outside of his advisory duties, he is involved with the Friends of the Moretown Memorial Library and serves as a delinquent tax collector for the Town of Moretown. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Michael Fletcher is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Equity Services since 2010. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, often utilizing third-party asset managers and model portfolios.

Daniel Randall is a Series 66-licensed advisor with Equity Services, Inc. in Montpelier, VT, where he has worked since 1997, accumulating 28 years of industry experience. Outside of his advisory role, he serves as the commissioner of Browns River Little League, overseeing activities such as scheduling, coaching, and fundraising. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios with a focus on predominantly long-term investment strategies.

Alex David is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, Stifel Independent Advisors, and Raymond James Financial Services. He serves on the advisory board of Essential Edge Compliance Outsourcing Services, LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Aidan Costello is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at GlobalFoundries and The Essex Resort and Spa. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating long-term strategies and third-party asset managers, serving a wide range of client needs through both discretionary and non-discretionary programs.

Justin Setter is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Equity Services since 2016. Outside of his advisory work, he is involved in selling Celtic season tickets through Ticketmaster/NBA Exchange. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Tyler Tutino is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding a Series 66 designation and eight years of industry experience. His prior firms include MML Investors Services, MassMutual Life Insurance Company, and AXA Advisors, LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both long-term strategies and shorter-term trading through a network of investment adviser representatives.

Abram Nunes is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Equity Services since 2012. Outside of his advisory work, he serves as a basketball official for youth AAU and recreational basketball leagues. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating both long-term strategies and options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Christopher Colby is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 66 licenses and accumulating 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Sentinel Asset Management. Outside of his advisory work, he serves as treasurer for the Bible Baptist Church of Berlin, VT. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of advisory platforms that utilize third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and discretionary management.

Gregory Teese is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Montpelier, VT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equity Services, Inc. for over two decades and also served as Chief Compliance Officer for NLG Capital, Inc. since 2022. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios, and integrates both long-term and specialized investment strategies.

Thomas Longfellow is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equity Services since 2006. Outside of his advisory role, he is a drummer for a local band performing publicly and works as a technical writing consultant on a contract basis. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, working with both discretionary and non-discretionary client programs.

Rebecca Dunne is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Montpelier, VT, holding a Series 66 designation and 26 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms and utilizing a range of third-party asset managers and model portfolios.

Randall Raner is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. He has been with Equity Services since 1993 and has maintained a concurrent role at National Life of Vermont since 1990. Outside of his advisory work, Raner serves as president of The Vermont Agency Foundation, a 501(c)(3) charitable organization supporting local nonprofits for children, and is a board member of the Boys and Girls Club. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both third-party asset managers and model portfolios.

Nicholas Audet is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and agricultural sectors, including roles at Butternut Mountain Farm and Stowe Mountain Resort. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Christopher Greeley is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments and Santander Securities. Voya Financial Advisors, Inc. serves a wide range of clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, emphasizing recommendation-based, non-discretionary client relationships.

Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.