Lawrence Raff is a financial advisor with Cetera, holding a Series 63 license and over 43 years of industry experience. His career includes prior roles at Raff Financial Services, Inc. and Penn Equities Inc., along with more than a decade at Cetera Wealth Services, LLC. Raff is also a licensed notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bryan Biagioli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining Cambridge in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2022. He is also the founder of Maple Wealth, a separate advisory business based in Manchester Center, VT. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using multiple platform arrangements and proprietary as well as third-party investment strategies.

William Hadden III is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to provide guidance on asset allocation, retirement, insurance, and estate planning.

Adam Walsh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his Wall Street career over 25 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill Lynch in 2003, Adam practiced as a securities and antitrust attorney for six years. Transitioning from law to wealth management, he brings extensive experience in investments and long-term retirement planning to his clients. Adam focuses on analyzing clients' risk tolerance, time horizon, liquidity needs, and overall investment goals to develop strategies for high net-worth families and small businesses. He works closely with clients and their estate planning attorneys to navigate the complex estate planning process. Adam holds the CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR® designations. He graduated magna cum laude from Catholic University with a major in Political Science and earned his J.D. from the University of Connecticut School of Law. Beyond his professional career, Adam serves as a Commander in the United States Navy reserves and is a decorated veteran of Operation IRAQI FREEDOM. He and his wife, Lauren, have two sons and reside in Londonderry, VT, spending summers in Newport, RI. Adam is a member of the New York Yacht Club and serves on the Advisory Board of Sail Newport.

Paul Vigue is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2020, following nine years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Douglas J. Calnan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2016, serving in both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rhonda Lathrop is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she collaborates with clients to develop personalized strategies that reflect their financial goals and values. She specializes in a range of areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. With a bachelor's degree from Boston College, Rhonda holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her extensive experience includes entrepreneurship and technology leadership, which informs her advisory approach. Rhonda works primarily with clients across Boston, New York, Florida, and New England, focusing on affluent families, entrepreneurs, and corporate executives. Outside of her professional role, Rhonda is involved in community organizations such as the Okemo Valley Women's Club, Catamount Trail Organization, Stratton Mountain School Race Crew, BC Alumni Vermont Chapter, and the BART Adaptive Program. Her personal interests include gardening, golfing, skiing, spending time with family, and tennis.

Bruce Wilson is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in managing investment-related entities including Dorset Advisors II, LLC, and Wilson GGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad financial planning and investment services platform. The firm offers tailored advice using proprietary research and planning tools, with services that include cash-flow, retirement, wealth transfer, and specialized planning for business owners, athletes, and others.

Marion Watkins is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Watkins serves as a trustee and power of attorney in fiduciary capacities for several immediate family trusts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation, financial planning, and access to third-party asset managers and overlay programs.

Brian Vargo is a Series 66-credentialed financial advisor with Raymond James Financial, based in Manchester Village, Vermont, and has 10 years of industry experience. His work history includes roles at Raymond James firms and other investment groups. Outside of his advisory work, he owns and manages Walloomsac Property Partners LLC, a farm focused on wildlife restoration and habitat management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports various advisory programs, with specialized services in municipal and public finance.

Michael Gardner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 23 years of industry experience. His career includes roles at multiple Raymond James entities since 2014 and ownership of Thyme Tables Catering, Inc. outside the financial sector. Gardner serves on the Glastenbury Zoning Board and is involved in agricultural activities as a partner at Walloomsac Property Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.