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.

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 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.

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.

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.

Frederick Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Commonwealth since 2019 and also owns Harkins Wealth Management, LLC, which he established in 2008. Outside of his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, including investment management, compliance, and technology services.

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.