John Bass is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the Austin Firefighters Retirement Fund and the Austin Fire Department. Bass serves as an elected Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund, overseeing the defined benefit pension plan. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers an environmental investing option focused on carbon intensity and fossil fuel metrics.

Jennifer Martinez is a Series 65 licensed financial advisor with One Day In July LLC in Burlington, VT, bringing one year of industry experience. Prior to joining One Day In July, she worked at Orion Talent and Kaplan, and she has held community roles including Commissioner of the Shelburne Water Commission and Board Director for SCHIP, a local nonprofit supporting other charities through grantmaking. One Day In July LLC is a multi-advisor firm providing discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation strategy focused on low-cost ETFs with supplemental active management elements and offers an optional environmental investing approach.

Joplin Wallace is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Mascoma Bank, Ledyard National Bank, and BaySon Company. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations reviewed by an in-house Investment Committee.

Jeffrey Nowell is a financial advisor at Mascoma Wealth Management in Burlington, VT, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has worked at Mascoma Wealth Management since 2021 and previously spent 13 years at People's United Advisors, Inc., and 7 years at Ameriprise. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profits, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on diversified, low-cost ETF exposure, supplemented by active strategies vetted by an in-house Investment Committee.

Jordan Lafayette is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. He holds a Series 65 designation and has been with Hanson & Doremus, a firm with fifteen years of history. Hanson & Doremus Investment Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a combination of passive index strategies and active security selection, with ongoing portfolio monitoring and quarterly client reporting.

John Slane is a Series 65-credentialed financial advisor with One Day In July LLC, based in Burlington, VT. He has two years of experience in the industry, including prior roles at Ned S Church Group and National Life Group. One Day In July LLC offers discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation strategy focused on passive, low-cost ETFs combined with active rebalancing and limited margin use, and it provides educational resources and client engagement programs.

Eric Eklof Jr. is a CFP® professional with nine years at Hanson & Doremus Investment Management and a total of 17 years in the industry. He has worked exclusively at Hanson & Doremus throughout his career. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines passive index allocations with active security selection and emphasizes ongoing portfolio monitoring and client reporting.

Todd Wulfson is a CFA® charterholder with 27 years of industry experience. He has been with Rock Point Advisors, LLC since 2004. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs fundamental analysis combined with exclusionary and qualifying screens, managing approximately $560 million in discretionary assets across a range of publicly traded equities, fixed income, ETFs, mutual funds, and cash.

Timothy Humphrey is a CFP®, CFA®, and Series 66 credentialed financial advisor at Rock Point Advisors, LLC with 17 years of industry experience. He has been with Rock Point Advisors since 2015. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically working with clients who have a minimum investment of $500,000. The firm employs fundamental analysis combined with exclusionary and qualifying screens and manages approximately $560 million in discretionary assets.

Matthew Little is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and previously practiced law at The Law Office of Matthew C. Little PLLC for nine years. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with third-party sub-advisers.

Christopher Mc Keown is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 credential with two years of industry experience. His previous work includes roles at Omnicom Media Group and Universal McCann. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans, emphasizing a mostly passive, asset-allocation approach supplemented by periodic rebalancing and limited short-term trades. The firm also offers environmental investing options and an active client education program.

Mark Andrews is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Hanson & Doremus Investment Management with three years of industry experience. Prior to joining Hanson & Doremus, he worked at the Federal Reserve Bank of New York for six years and Albright Capital Management. He also has a background in academia, having been affiliated with Johns Hopkins School of Advanced International Studies. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a blend of passive index strategies and active security selection, with ongoing portfolio monitoring and periodic comprehensive reporting.

Elisabeth Ford is a CFP®, CFA®, and Series 65 credentialed advisor at Hanson & Doremus Investment Management with seven years of industry experience. She has been with Hanson & Doremus since 2018. Prior to her financial advisory career, she spent seven years with the Green Mountain American Poolplayers Association. Hanson & Doremus Investment Management serves individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations by providing discretionary portfolio management, financial planning, and related consulting. The firm combines passive index allocations with active security selection based on fundamental, technical, and cyclical analysis, offering customized portfolios with ongoing monitoring and quarterly client reporting.

Kevin Murray is a financial advisor at One Day In July LLC in Burlington, VT. He holds a Series 65 designation and has been working in the industry since 2022, including prior experience at Clute Wealth Management. One Day In July LLC provides discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach with a preference for low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Alexander Watson is a CFP® and CFA® with nine years of experience in the financial advisory industry. He has worked at Hanson & Doremus Investment Management since 2018 and previously spent six years at NISA Investment Advisors, LLC. Watson is based in Burlington, VT, and is part of a ten-advisor team. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a blend of passive indexing and active security selection, with ongoing monitoring and quarterly client reviews to manage approximately $1.06 billion in assets.

Michael Huffman is a CFA® charterholder with 28 years of industry experience. He has been with Rock Point Advisors, LLC since 2004. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically accepting new relationships with a minimum investment of $500,000. The firm manages approximately $560.4 million in discretionary assets, focusing on fundamental analysis combined with exclusionary and qualifying screens, and offers ongoing portfolio monitoring and financial planning services.

Neil Macker is a CFA® charterholder with four years of industry experience. He has been with Hanson & Doremus Investment Management since 2023 and previously worked for nine years at Morningstar Research LLC. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm combines passive index allocations with active security selection and employs ongoing portfolio monitoring, regular rebalancing, and client reporting.

Jackson Bargiello is a financial advisor at Rock Point Advisors, LLC with a Series 65 designation and one year of industry experience. He has been with Rock Point Advisors since 2014. Outside of his advisory role, he is co-owner of La Ruche Beauty LLC, a beauty salon in Williston, Vermont, where he manages accounting and rental activities. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically with a minimum investment of $500,000. The firm manages approximately $560 million in discretionary assets and employs fundamental analysis with exclusionary and qualifying screens to construct portfolios aligned with clients’ investment policy statements.

Burta Kelly is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation. She has been with the firm since 2019 and previously worked at Aurora North Software from 2016 to 2019. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, including individuals, trusts, and employee benefit plans. The firm employs an asset-allocation strategy focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

Arthur Wright is a CFP® professional with 19 years of experience in the financial industry. He has been with Hanson & Doremus Investment Management since 2016 and holds the Series 66 designation. Hanson & Doremus Investment Management serves a diverse client base, including individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive index allocations with active, bottom-up security selection and provides discretionary portfolio management and financial planning through a team of ten advisors.