Matthew Malaney is a CFA® charterholder with 18 years of industry experience. He is based in South Burlington, VT, and has been with Eley Financial Management, Inc. since 2007. He holds Series 63 and Series 65 licenses. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements and a combination of fundamental, macro-economic, and technical analysis to manage portfolios, and reported $369 million in discretionary assets under management as of December 2024.

Louise Gibbs is a financial advisor at WestView Investment Advisors in Burlington, VT, holding a Series 65 designation with 10 years of industry experience. She has been with WestView since 2015, initially at Westview Investment Advisors, LLC, and continuing at Westview Management, LLC since 2020. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers portfolio management, financial planning, and retirement plan consulting, tailoring asset-allocation strategies to client goals and risk tolerance using a range of analytical methods.

Neven Kraguljevic is a financial advisor at Guiding Wealth Management, LLC in Burlington, VT, holding a Series 65 designation with two years of industry experience. Prior to joining Guiding Wealth in 2023, he worked at Elephant Corner Financial LLC and spent nine years at Johnson & Wales University. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset-allocation-driven portfolio construction and regularly reviews accounts while accommodating client-imposed investment restrictions.

Joseph Smithwick is a Series 65-licensed advisor with 19 years of industry experience. He is affiliated with Broadlake Financial Management and has worked at Eley Financial Management, Inc. since 2004. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm employs a documented Investment Policy Statement to guide investment decisions and utilizes fundamental, macro-economic, and technical analysis within a structured portfolio management framework.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Christopher Capano is a Series 65-registered financial advisor at M. Kraus & Company in Shelburne, VT, with 20 years of industry experience. He has been with M. Kraus & Company since 2004. M. Kraus & Company provides discretionary and non-discretionary investment management to individuals, trusts, retirement plans, charitable institutions, corporations, and other business entities. The firm employs fundamental analysis with a long-term, value-oriented approach, typically constructing diversified portfolios concentrated in 30–40 individual common stocks alongside fixed-income securities and cash equivalents.

Richard Briand Jr. is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and LPL Financial. He serves on the investment committee for the Society of St. Edmund. Silverlake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides customized investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, employing a primarily long-term investment approach with fundamental and technical analysis.

Bethany Dubuque is a financial advisor at Mascoma Wealth Management with six years of industry experience. She holds a Series 65 designation and has previously worked at People's United Bank before joining Mascoma Bank in 2021. 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 focused on diversified, low-cost ETF-based core portfolios supplemented by active and strategic allocations, supported by an in-house Investment Committee.

Ryan Bergmann is a CFP® with seven years of industry experience. He is currently with Silverlake Wealth Management LLC, where he has worked since 2022. Prior to that, he held roles at Morgan Stanley Private Bank and Morgan Stanley, and earlier worked at Gap Inc. Bergmann holds an insurance license and dedicates a small portion of his time to related activities. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets and offers customized, primarily long-term investment strategies that include both discretionary and non-discretionary portfolio management, as well as financial planning services.

Nancy Westbrook is a financial advisor at One Day In July LLC with five years of industry experience. She holds a Series 65 designation and has worked at One Day In July since 2019. Prior to her advisory role, Nancy was employed at Vermont Day School and spent several years as a homemaker. She serves on the Finance Committee for the Fletcher Free Library, advising on investment matters. 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 a distinct environmental investing option focused on carbon intensity and fossil fuel reserve screening.

Zuzana Brochu is a CFP® professional with eight years of industry experience, currently serving at Mascoma Wealth Management since 2022. Her prior experience includes four years at People's United Advisors, Inc. and sixteen years at People's United Bank, N.A. 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 diversified, low-cost ETF core, supplemented by active and strategic allocations guided by an in-house Investment Committee.

Anne Doremus is a CFA® charterholder and holds a Series 65 license, with 29 years of industry experience. She has been with Hanson & Doremus Investment Management in Burlington, VT since 1996. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a combination of passive index allocations and active, bottom-up security selection, with ongoing monitoring and regular client reviews.

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.

Hans Smith is a Series 65-licensed financial advisor with 12 years of industry experience. He joined SilverLake Wealth Management LLC in 2025 and previously worked at One Day In July LLC, Taughannock Aviation, and Thornton Investment Management PLLC. SilverLake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach using fundamental and technical analysis across diversified portfolios, and offers specialized services including digital-asset access and retirement-plan fiduciary oversight.

Jeffrey Nowell is a financial advisor at Mascoma Wealth Management with 15 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at People's United Advisors, Inc. for 13 years before joining Mascoma in 2021. Mascoma Wealth Management offers comprehensive financial planning and customized portfolio management to a diverse client base, including individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on a low-cost, diversified ETF core supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with external money managers and sub-advisers.

Jeffrey Steele is a financial advisor at Silverlake Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Silverlake Wealth Management since 2012, including prior roles at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sales and servicing of fixed insurance products through multiple agencies. Silverlake Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach that combines fundamental and technical analysis and manages approximately $849 million in client assets.

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.

Mary Beth Brigham is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Pathway Financial Advisors, LLC since 2009, working within a team of five advisors. Pathway Financial Advisors provides integrated financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and charitable organizations. The firm follows an integrated financial planning process that includes ongoing review and rebalancing across various asset classes and offers retirement plan consulting as part of its fee-only advisory services.