Bradley Romeo is a financial advisor with Valic Financial Advisors holding a Series 66 designation and six years of industry experience. Prior to his role at Valic, he worked at Agia and has experience in other fields including electrical work and university employment. Outside of finance, he owns Simply Primitives, a candle-making business based in Barre, Vermont. 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 and financial planning through a large advisor network and utilizes discretionary unified managed accounts with an emphasis on technology and model solutions.

Nicholas Audet is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, New York Life Insurance Company, Butternut Mountain Farm, and Stowe Mountain Resort/The Club At Spruce Peak. 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 uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

David Johns is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and uses Wells Fargo research and tools to develop tailored client recommendations.

Thomas Couture is a financial advisor at Edward Jones in Barre, VT, holding Series 65 and Series 63 credentials with seven years of industry experience. His prior roles include positions at LPL Financial, VSECU, and Passumpsic Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

David Babic is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, bringing 16 years of industry experience. Outside of his advisory role, he serves as a board trustee for Joslin Memorial Library in Waitsfield, VT, and is involved in youth skiing and baseball coaching activities in the Vermont area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large advisor and branch network, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Marc Gwinn is a financial advisor at Edward Jones in Montpelier, VT, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service and has been involved in music management and entertainment ventures, including occasional performances as a musician and design work for theatre companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

Lee White is a CFP® and Series 66-registered financial advisor with 36 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, White serves as a director and officer for the Vermont State 4H Foundation and is a board member of AmeriCorps; he also operates White & Associates, providing tax preparation, accounting, and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.

Christopher Cichoski is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years at the Essex Westford School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, with a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

James Towne is a CFP® professional affiliated with LPL Financial, with eight years of industry experience. His career includes roles at MassMutual Investors Services, Edward Jones, and Cetera Advisor Networks. Towne is also the sole owner of White Mountain Investments, an LLC based in Stowe, Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives utilizing various portfolio strategies and technology tools.

David Gold is a CFP® and Series 66 designated financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and is based in Barre, VT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary advisory strategies. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

Maurice Sleeper is a financial advisor with LPL Financial in Barre, Vermont, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has worked with LPL Financial since 2009 and was previously employed at Equity Services, Inc. from 2002 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Colbert is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has previously worked with Voya Financial Advisors and has longstanding roles at Vista Financial Group, Vista Insurance Agency, and CEM Realty Trust. Outside of financial services, he serves as commodore of the Manchester Harbor Boat Club, where he facilitates board meetings and oversees club operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Martin Thomas is a financial advisor at Edward Jones in Montpelier, VT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith La Croix is a financial advisor at Edward Jones in Barre, VT, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Gifford Medical Center from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate accounts. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

James Hunt is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and previously worked at firms including Morgan Stanley and The Vermont Agency. Outside of his advisory work, Hunt serves as a youth soccer referee. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Bethany Brown is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at MassMutual Life Insurance Company and MML Investors Services, LLC, and spent eight years with SSG Advisors, DBA Resonance. Outside of financial services, she is the general manager of Burroughs Chocolate, LLC, a retail chocolate business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, utilizing proprietary research and algorithmic tools.

Thomas Brazier is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities. Outside of finance, he owns and operates Windyvale Farm and Windyvale Farm Trucking, a custom hauling business serving a local dairy farm, and serves as a firefighter and CMS provider for the East Montpelier Fire and Ambulance. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Suzanne Small is a financial advisor with LPL Financial based in Barre, VT, holding Series 63 and Series 66 designations and 17 years of industry experience. She previously worked for The Vanguard Group for 14 years and has been affiliated with Community National Bank-VT/CFSG LLC and First Capital Advisors Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Joseph Preddy is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2020. His prior work includes roles at Cetera Advisor Networks, Community Financial Services Group, and Citigroup Global Markets. He also serves as Trust Officer and President at Community National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of financial planning, model portfolios, and institutional solutions.

Darci Coleman Graves is a Series 66-licensed financial advisor with Edward Jones in Barre, Vermont, with one year of industry experience. Prior to joining Edward Jones in 2025, she spent 27 years at IBM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.