Matthew Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. In his role, he provides personalized financial advice and portfolio management, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Matthew works closely with clients to develop customized strategies that may include hedging and monetizing concentrated or restricted stock positions. His approach involves a disciplined process focused on understanding clients' unique financial goals and life circumstances to create comprehensive wealth management plans. Matthew’s areas of expertise encompass college education planning, retirement and estate planning, executive compensation, philanthropic and socially responsible investing, tax minimization, and managing new wealth. He holds a BA in Economics and Finance from Bentley University and the CRPC™ designation from the College for Financial Planning. Additionally, he has been recognized as a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Matthew has contributed to the community through his service on the Board of Trustees for the Massachusetts Chapter of the Leukemia & Lymphoma Society. He also supports Hannah's House. His personal interests include adventure sports, baseball, cooking, golfing, music, reading, running, skiing, surfing, and traveling.

Jeffrey Wood is a CFP® with 26 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Equity Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

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.

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 at LPL Financial with eight years of industry experience. He has worked at several firms, including Mass Mutual Investors Services and Edward Jones. Towne is also the sole owner of White Mountain Investments, an LLC based in Stowe, VT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

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.

Thomas Brazier is a financial advisor with LPL Financial in Montpelier, VT, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities Inc. Beyond financial advising, he owns and operates Windyvale Farm and Windyvale Farm Trucking and serves with the East Montpelier Fire and Ambulance as a firefighter and CMS provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing various model portfolios and research resources to support diversified investment strategies.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera and its affiliated entities since 2014. Pearsall serves as board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures, third-party managers, and model portfolios.

Rebecca Teese is a financial advisor with Edward Jones in Montpelier, VT, holding CFP® and Series 66 designations and bringing 21 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Edward Jones in 2022. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alec Herbert is a financial advisor with LPL Financial in Bristol, VT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Key Investment Services LLC and KeyBank. He is also involved with Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services using both discretionary and non-discretionary management supported by research and technology.

Nicholas Hart is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Bruce Walbridge is a financial advisor at Edward Jones in Waterbury, VT, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shedsu, Inc. from 2014 to 2021. 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 advisory strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Kasandra Reid is a financial advisor with Roots & Sparrow and holds a Series 66 designation. She has three years of industry experience, with prior roles at Greenhill Financial Partners LLC, Ameriprise, LPL Financial, and VSECU. Her background also includes several years working in educational settings. Roots & Sparrow is a firm based in Middlesex, VT.