Debbie Montgomery is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at Maple Capital Management, Inc., where she has been since 2016. Her prior experience includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm uses a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering tailored account strategies to meet varied client needs.

Breanna Sykes is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Copper Leaf Financial, LLC since 2020 and previously worked at Bridge Financial Partners and Wells Fargo. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on holistic financial planning and discretionary portfolio management, primarily using passively managed mutual funds and ETFs, with an emphasis on tailored investment policies and ongoing portfolio monitoring.

Richard Litchfield is a CFA® charterholder with seven years of experience in the financial industry, currently serving as an advisor at Maple Capital Management, Inc. since 2019. Prior to this, he worked at Allmerica Financial for 24 years. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities with fundamental analysis for equity selection and a laddered maturity strategy for fixed income, offering flexible account strategies tailored to client needs.

Bret Hodgdon is a CFP® professional with 16 years of experience in financial advising. He is a partner at Copper Leaf Financial, LLC, where he has worked since 2015, and has prior experience at Cambridge Investment Research Advisors, Inc. Additionally, he is a practicing CPA and owner at Davis & Hodgdon Associates CPAs PLC. Copper Leaf Financial, LLC is a fee-only registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes comprehensive wealth management with IPS-aligned, predominantly passive portfolios, and coordinates services with an affiliated accounting firm.

Theodore Riehle III is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Silverlake Wealth Management since 2012 and has prior experience at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sale and service of fixed insurance products. Silverlake Wealth Management is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in assets, offering customized investment management and financial planning with a primarily long-term approach that incorporates both fundamental and technical analysis across diversified portfolios.

Robert Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with SilverLake since 2012 and also works with Purshe Kaplan Sterling Investments, Inc. outside of his role as managing partner at SilverLake. Eddy is an independent insurance agent and has long-term involvement in managing small real estate holdings. SilverLake Wealth Management is an SEC-registered advisory firm providing investment management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, trusts, and corporations. The firm employs a customized, primarily long-term investment approach, integrating fundamental and technical analysis to build diversified portfolios and oversees unaffiliated Independent Managers as part of its strategy.

Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Cornerstone Investment Partners and Deutsche Bank. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities through fundamental equity analysis and a laddered maturity strategy for fixed income, with options for equity-only, balanced, fixed-income, and cash management accounts tailored to client needs.

Elizabeth Lewis is a CFA® charterholder with 14 years of industry experience. She has been with Maple Capital Management, Inc. since 2012. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities with fundamental equity analysis and a laddered fixed-income strategy, complemented by selective use of mutual funds and ETFs.

Clayton Shiver is a CFA® charterholder with 16 years of industry experience. He has been with Maple Capital Management, Inc. since 2020 and previously worked at Stadion Money Management LLC for nine years. Maple Capital Management provides portfolio management and investment consulting services to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process focuses on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering customized account strategies and serving clients as discretionary manager, sub-advisor, or consultant.

Brody Hoffman is a financial advisor at Maple Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously at LaGue Inc and IG Wealth Management. His background includes roles outside finance, such as a position with the East Coast Hockey League. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, and institutional clients. The firm’s investment approach focuses on individual securities with fundamental equity analysis and a laddered fixed-income strategy, offering tailored account strategies and using mutual funds and ETFs selectively.

Timothy Wooster is a financial advisor at Maple Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Maple Capital since 2017, following a one-year tenure at the First Advisors division of First National Bank. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process focuses on individual securities through fundamental analysis and a laddered fixed-income approach, offering various account strategies tailored to client needs.

David Bosworth is a financial advisor at Maple Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Community Trust Services and Merchants Trust Company. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process centers on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering a variety of account strategies tailored to client needs.

Harrison Wustefeld is a financial advisor at Vanderbilt Advisory Services with a Series 65 credential and one year of industry experience. His prior work includes roles at Vanderbilt Securities, LLC and the University of Vermont, as well as experience in local business and community settings. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

John Fricke is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm. Outside of his advisory work, he serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Philip Bongiorno is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with IAMS since 2017, previously working at Regal Investment Advisors. In addition to his advisory role, he is the owner and president of Policy Inspector Inc., an online service that searches for lost insurance and annuity policies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

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.

John Olson Jr. is a financial advisor at Gibbs Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Beacon Wealth Management. Outside of advisory work, Olson supervises rental housing through a sole proprietorship. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Howard Levine is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Levine is also the owner of Hanover Financial Group, providing investment and financial planning advice, and he is engaged in life and disability insurance sales. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a variety of investment vehicles and provides retirement plan consulting, including ERISA fiduciary services, supported by a high degree of professional integration among its advisors.

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.