Seth Gillim is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Propgate, PBC and High Fidelity, Inc, as well as work at The University of Vermont and The Intervale Center. One Day In July LLC is a multi-advisor firm providing discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension/employee benefit plans. The firm employs an asset-allocation approach focused on passive, low-cost ETFs combined with active elements such as rebalancing and limited margin use, and offers an optional environmental investing strategy.

Daniel Cunningham is a financial advisor at One Day In July LLC with nine years of industry experience. He holds a Series 65 designation and has worked at One Day In July since 2016 and previously at Dans LLC from 2008 to 2017. He serves as a trustee of a small nonprofit foundation unrelated to financial services. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, emphasizing an asset-allocation approach using low-cost, passively managed ETFs and offering an environmental investing option focused on carbon intensity and clean-energy impact portfolios.

Evan Pemberton is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He is currently with Hanson & Doremus Investment Management, joining the firm in 2024 after eight years at Maple Capital Management, Inc. and six years at Rock Point Advisors, LLC. Hanson & Doremus Investment Management serves a range of clients including individuals, trusts, pension plans, and charitable organizations by providing discretionary portfolio management and financial planning. The firm uses a combination of passive index allocations and active security selection, incorporates ongoing monitoring and rebalancing, and delivers comprehensive quarterly reporting for approximately 584 clients through its team of ten advisors.

Sarah Cocina is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. She holds a Series 65 designation and has been with Hanson & Doremus since 2020. Prior to her current role, she worked at Guru Media Solutions, Homemaking, and Meredith Corporation. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm offers discretionary portfolio management and financial planning through a combination of passive indexing and active security selection, emphasizing ongoing monitoring and regular rebalancing.

Timothy Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2007. Brisson is also president of Business 2 Business Vermont, a referral organization. He has operated Northeast Planning Associates, Inc. since 1989, providing financial planning services as a registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of portfolio management options tailored to client needs.

Connor Brisson is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2020. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and NorthCountry Federal Credit Union. In addition to his advisory work, he holds an insurance license and provides life, health, disability, long-term care, and fixed annuity products. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, emphasizing tailored, consultative planning and acting as a fiduciary for its clients.

Stephen Waite is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial and Cantella & Co., Inc. Waite provides investment advisory services through Great Valley Advisor Group and operates under the DBA Waite Wealth Management. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

James Reynolds is a financial advisor with Northeast Planning Associates, Inc. in Burlington, VT, holding a Series 66 designation and bringing 28 years of industry experience. His career includes long-term roles at Northeast Planning Associates and LPL Financial, as well as involvement with O'Brien Shortle Associates, a CPA practice. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Jacob Kamel is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and no prior industry experience. His work history includes roles outside the financial industry, such as positions at Sugarbush Resort, Helly Hansen, and the University of Vermont. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and employs a cross-border Private Investment Advisor model to serve certain U.S. clients virtually.

John Morlock is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Tiaa-CREF, People's Securities, Inc., and Chittenden Securities, LLC. Outside of his advisory role, he serves as CFO of a property maintenance and landscaping company he co-founded with his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Caroline Boudreau is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at National Life Group and Fidelity Investments. Outside of her advisory role, she is an agent servicing and selling fixed products for Maffe Financial Group. 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 using both long-term strategies and options for shorter-term trading, combining broker-dealer activities with SEC-registered investment advisory services.

Stephen Simmons is a financial advisor with Equity Services, Inc. and Simmons Financial Partners, holding Series 65 and Series 66 credentials and 23 years of industry experience. He previously worked at People's Securities for nine years. Outside of advising, Simmons serves on the board of the Bennington Rescue Squad, where he provides oversight and guidance on budgeting and finances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term strategies and options for shorter-term trading.

Keven Graber is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes nine years at CCO Investment Services Corp and seven years at Ameriprise prior to joining Key Investment Services in 2017. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with platform services from Envestnet, portfolio design by its Chief Investment Office and third-party managers, and integrates capabilities from KeyCorp affiliates.

Trystan Maddalena is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at The Vermont Agency and Vermont Tent Company. Outside of his advisory duties, Maddalena coaches boys' hockey at Essex High School. 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 discretionary and non-discretionary management approaches.

Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and State Farm. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization and owns a small business, JPC Services, LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Starr Barnum V is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equity Services since 2002. In addition to his advisory role, he prepares tax returns for friends and family and teaches software training to other life insurance agents. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and frequently utilizes third-party asset managers and model portfolios.

Anna Carroll is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Santander Securities, J.P. Morgan Securities, and Chase Investment Services. Carroll is currently based in Burlington, VT. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers portfolio management, financial planning support, and custody services, utilizing both affiliated and third-party sub-managers in its investment strategies.

Michael Mccormick is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Northfield Savings Bank, TD Bank, and Merchants Bank. Outside of his advisory role, Mccormick serves as a volunteer school board member for Rice Memorial High School and is a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third‑party asset managers, combining long-term and specialized investment strategies.

Lawrence Perez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chad Fitzpatrick is a financial advisor with NewEdge Advisors, holding Series 63 and 66 licenses and 19 years of industry experience. His prior roles include positions at TIAA, TIAA-CREF, and T. Rowe Price Advisory Services. Outside of his advisory work, he is a licensed life and health insurance agent. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of investment management and consulting services and utilizes a variety of program structures combining in-house and third-party managers, with centralized due diligence and technology integration.