Rebecca Dunne is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Montpelier, VT, holding a Series 66 designation and 26 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms and utilizing a range of third-party asset managers and model portfolios.

Randall Raner is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. He has been with Equity Services since 1993 and has maintained a concurrent role at National Life of Vermont since 1990. Outside of his advisory work, Raner serves as president of The Vermont Agency Foundation, a 501(c)(3) charitable organization supporting local nonprofits for children, and is a board member of the Boys and Girls Club. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both third-party asset managers and model portfolios.

Michelle Huffman is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Benoit Financial Planners, Cambridge Investment Research Advisors, Lincoln Financial Securities, and NEEBCo Retirement and Wealth Planners. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering customized advisory and brokerage services, including access to alternative investments and lending solutions. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser structure, which supports a variety of investment approaches and service arrangements.

Bradley Romeo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously at Agia. Outside of his advisory role, he owns Simply Primitives, a candle-making business based in Barre, Vermont. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nicholas Audet is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and New York Life Insurance Company. Outside of finance, he has experience in the hospitality and agricultural sectors, including roles at Butternut Mountain Farm and Stowe Mountain Resort. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Christopher Greeley is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments and Santander Securities. Voya Financial Advisors, Inc. serves a wide range of clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, emphasizing recommendation-based, non-discretionary client relationships.

Stephen Frank is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a Series 63 license holder. Outside of his advisory role, he serves as a co-trustee for his parents' trusts and is the majority owner of Frank Brooks Florio Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with various financial products and referral channels.

Eleanor Stubbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at TIAA-CREF and Tiaa from 2015 to 2020. Outside of her advisory role, she serves as a general board member for Community Harvest of Central Vermont. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Richard Goodwin is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with Merrill since 1991 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, Goodwin serves as President of The Goodwin Levine Foundation, a family charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Adami is a financial advisor at Edward Jones in Stowe, VT with a Series 66 designation and one year of industry experience. His prior work includes roles at Vasion, Lone Wolf Technologies, Phoenix Tower International, ADT, and Entrex Capital Market, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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.

G Thornton is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a career beginning in 1991 following his graduation from Babson College with a Bachelor's Degree in Finance & Investments, he has over 30 years of experience in the financial services industry. He began working with Merrill in 1994 and continues to serve many long-standing clients. G Thornton's approach centers on closely working with clients to understand their changing personal and financial goals. He develops customized financial plans that guide his investment recommendations, ensuring a personalized experience grounded in high-level service. His expertise extends to areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement income. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). G Thornton resides in Marblehead, MA, and his personal interests include boating, cooking, football, music, reading, skiing, and spending time with his family.

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 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.

David Gold is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.