James Cohen is a financial advisor with Eagle Strategies (NY Life) located in Colchester, VT. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including roles at New York Life Insurance Company and Hadley Financial Group. He also operates JCOHEN FINANCIAL, brokering non-registered insurance products, and serves on the board of the Greater Burlington YMCA, contributing to its Leadership and Governance Team and Finance committee. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a primarily non-discretionary asset base within an integrated New York Life affiliate structure.

William Hinman Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equity Services since 1997. In addition to his advisory role, Hinman serves as vice president of The Vermont Agency Foundation, a nonprofit supporting local organizations for children. 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 and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jo Ann Thibault is a financial advisor at Equity Services, Inc. in Colchester, VT, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services since 2007. Outside of her advisory role, she owns and operates Barnyard Farm Stand, a local vegetable growing and stand business. 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 offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Jason Jeffers is a financial advisor with Equity Services, Inc. in Colchester, VT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include National Life Group, LPL Financial, and People's United Advisors. Outside of his advisory role, he is the owner of J&S Wealth Advisors, a consulting business focused on non-financial services. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Vincent Guy is a financial advisor with Valic Financial Advisors in Winooski, Vermont, holding a Series 66 designation and 21 years of industry experience. He has worked at Valic Financial Advisors since 2006 and previously spent a year at Morgan Stanley DW Inc. Outside of his advisory role, he is a partner at Combat Fitness LLP, where he teaches martial arts classes and coordinates volunteer coaches, and he serves as an assistant coach for the University of Vermont’s Brazilian Jiu Jitsu/Judo/MMA clubs. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Karina Tarte is a financial advisor at Equity Services, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience and prior work history spanning roles at National Life, M&T Bank, and the Fire & Ice Restaurant. 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, utilizing a network of third-party asset managers and model portfolios.

Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, VT, holding a Series 66 designation and 17 years of industry experience. He has worked at VALIC Financial Advisors since 2009 and is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through a large network of advisors and emphasizing centralized technology and model solutions.

Daniel Streeter is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Equity Services since 2006. Outside of his advisory role, he operates a consulting firm providing services to individuals and business owners and serves as president of several consulting and insurance advisory ventures. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Seamus Byrne is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Morgan Stanley, having previously worked at Edward Jones and Financial Designs, Ltd. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Randy Lamberti is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and analytical models without offering individual security recommendations in standalone plans.

Meg Pelkey is a financial advisor at Morgan Stanley with 8 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2014 and is currently part of Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Steven Gentile is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he announces college basketball games for the University of Vermont and serves as chairman of the investment committee for the Vermont Catholic Diocese. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed through a structured discovery process.

Jodi Lavallee is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, she worked in various roles within healthcare and education sectors, including positions at Champlain Valley School District and Green Mountain Surgery Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Andrea Kelley is a financial advisor at UBS Financial Services with 20 years of industry experience. She has held positions at UBS since 2018 and previously worked at Scottrade, Inc. for 14 years. Kelley holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research and the Chief Investment Office.

Nicholas Fukuda is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he held roles at MML Investors Services, MassMutual, and other firms. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering advisory services without providing individual security recommendations as part of standalone plans.

Kevin Baranello is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked in various roles, including at Foam Brewers and Signal Kitchen. Outside of finance, he operates a dog sitting service and has worked as a bartender. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a structured, collaborative planning process that utilizes firm-approved software to analyze client goals.

Julie Braun is a financial advisor with Morgan Stanley in Colchester, Vermont, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she owns an agricultural business involving the care and management of horses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Joseph Malboeuf is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation and Edward Jones. Outside of his advisory role, he is the owner of a home-based business called Stynkbox. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.