Christopher Greeley is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Santander Securities. Voya Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and third-party strategists alongside technology-enabled tools to support both discretionary and non-discretionary investment programs.

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.

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, based in Montpelier, VT, with nine years of industry experience. His career includes roles at Mass Mutual Investors Services, Cetera Advisor Networks, and Edward Jones. Towne is also the sole owner of White Mountain Investments, an LLC based in Stowe, VT. 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 financial planning, model portfolio programs, and institutional platforms, combining a wide range of advisory and non-advisory financial services across a network of over 22,800 advisors.

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.

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, 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 in Barre, Vermont, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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.

William Pikul is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked at Autozone from 2016 to 2018. Outside of his financial career, he serves as the Chair of the Milton Conservation Commission in Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

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.

Nicholas Hart is a financial advisor with Edward Jones in Waterbury, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandon Tieso is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently affiliated with LPL Financial and Community Financial Services Group, having previously worked at InTrack Investment Management. His background includes roles outside of finance, such as positions at the Howie Carr Show Enterprises and the Vermont State's Attorney's Office. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.