Thomas Longfellow is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equity Services since 2006. Outside of his advisory role, he is a drummer for a local band performing publicly and works as a technical writing consultant on a contract basis. 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, working with both discretionary and non-discretionary client programs.

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 at Equity Services, Inc. with over 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Equity Services since 1993. Raner is involved in several activities outside his primary advisory role, including serving as president of The Vermont Agency Foundation, a 501(c)(3) charitable organization supporting local nonprofits that assist children. 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 and often employs third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Michelle Huffman is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 credentials and has 24 years of industry experience. Her career includes roles at Ledyard Bank, Benoit Financial Planners, Cambridge Investment Research Advisors, Lincoln Financial Securities, and NEEBCo Retirement and Wealth Planners. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management.

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.

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.

Stephen Frank is a financial advisor with Wells Fargo Advisors, holding a Series 63 license and over 41 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Frank is a co-trustee for his father's estate and a power of attorney and trustee for his mother, managing those responsibilities with limited monthly involvement. He is also a majority owner of Frank Brooks Florio Wealth Management LLC, where he dedicates substantial time to managing the practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

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 with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, VSECU, and Passumpsic Financial Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Katherine Retherford is a financial advisor at Edward Jones with Series 66 credentials and over 12 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2026 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds.

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, 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.