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.

Mark Waskow is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LifeMark Securities Corp. since 2018. His background includes prior roles at Foresters Equity and extensive entrepreneurial activities through THE WASKOW GROUP and TWG Consulting Group, alongside providing bookkeeping and paralegal services. He also serves as president of the Northern New England Museum of Contemporary Art. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing a suitability-driven approach with various managed account programs and personalized portfolio management options.

Craig Walker is a financial advisor with Vanderbilt Advisory Services in Montpelier, VT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Vanderbilt Advisory Services and its affiliated entity, Vanderbilt Securities, LLC, since 2017. Outside of his advisory role, he owns GVVT LLC, which he uses to manage business expenses. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, using a strategic asset allocation process supported by fundamental, technical, and charting analysis, and it is noted for its integration with retirement-plan and benefits firms.

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.

Todd Walker is a financial advisor with Vanderbilt Advisory Services in Montpelier, VT, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Financial West Group and has been involved with FinancialCopy.com since 1999. Walker is a board member of 4WINDS Nature Institute and the founder of Greenvest. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services with an integrated retirement-plan and benefits advisory structure.

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Nathan & Lewis Securities, Inc. and Jamieson Eilers Inc., where he has worked since 1987. Outside of his advisory work, he is involved in nonprofit activities with the Friends of the Moretown Memorial Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advisory services, serving both large institutional clients and smaller plans with a range of third-party managed solutions.

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.

Alexander Merrill is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Merrill is also involved in higher education as an employee at Southern New Hampshire University, where he facilitates course discussions on basic finance principles and provides feedback on student work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

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 with Equity Services, Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Equity Services, he held positions at GlobalFoundries and The Essex Resort and Spa, as well as spent extended periods at Unemployed School. Equity Services, Inc., doing business 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 utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term strategies and options for shorter-term trading across discretionary and non-discretionary accounts.

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.

Nicholas Marinelli is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked in both public sector roles, including positions with the State of Vermont and various Vermont cities, as well as in the financial services industry. Marinelli serves as Treasurer on the board of the Vermont Recreation & Parks Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

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.

Brian Ficek is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Sentinel Financial Services Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

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.