Adam Eiklor is a financial advisor at Copper Leaf Financial, LLC in Williston, VT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Copper Leaf Financial, he worked for 13 years at SlopeStyle Ski and Ride. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management, primarily for mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

John Slane is a Series 65-credentialed financial advisor with One Day In July LLC, based in Burlington, VT. He has two years of experience in the industry, including prior roles at Ned S Church Group and National Life Group. One Day In July LLC offers discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation strategy focused on passive, low-cost ETFs combined with active rebalancing and limited margin use, and it provides educational resources and client engagement programs.

Eric Eklof Jr. is a CFP® professional with nine years at Hanson & Doremus Investment Management and a total of 17 years in the industry. He has worked exclusively at Hanson & Doremus throughout his career. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines passive index allocations with active security selection and emphasizes ongoing portfolio monitoring and client reporting.

Todd Wulfson is a CFA® charterholder with 27 years of industry experience. He has been with Rock Point Advisors, LLC since 2004. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs fundamental analysis combined with exclusionary and qualifying screens, managing approximately $560 million in discretionary assets across a range of publicly traded equities, fixed income, ETFs, mutual funds, and cash.

Timothy Humphrey is a CFP®, CFA®, and Series 66 credentialed financial advisor at Rock Point Advisors, LLC with 17 years of industry experience. He has been with Rock Point Advisors since 2015. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically working with clients who have a minimum investment of $500,000. The firm employs fundamental analysis combined with exclusionary and qualifying screens and manages approximately $560 million in discretionary assets.

Katherine Still is a financial advisor at M. Kraus & Company with one year of industry experience. She holds the Series 65 designation and previously worked at Solve and Lumesis, Inc. before joining her current firm. M. Kraus & Company is a fee-only registered investment adviser managing approximately $559 million in client assets. The firm provides discretionary and non-discretionary portfolio management and limited personalized financial planning for individuals, high-net-worth clients, trusts, retirement plans, charitable institutions, and business entities, emphasizing a long-term, value-oriented approach with customized portfolios.

Jacquelyn Thibeault is a CFP® professional with five years of experience in the financial industry, currently serving at Copper Leaf Financial, LLC. Her prior work includes roles at Vermont State Employees Credit Union and Kinney Drugs. Copper Leaf Financial is a fee-only wealth management firm that offers comprehensive financial planning, discretionary portfolio management, and advanced planning services. The firm serves individuals, families, trusts, charitable organizations, and businesses, focusing on mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

Travis Unger is a financial advisor at M. Kraus & Company with eight years of industry experience. He holds a Series 65 designation and previously worked at Prime Buchholz & Associates for six years before joining M. Kraus & Company in 2018. M. Kraus & Company is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, charitable institutions, and business entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis, managing concentrated portfolios typically containing 30–40 equities alongside fixed-income securities and cash equivalents.

Matthew Little is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and previously practiced law at The Law Office of Matthew C. Little PLLC for nine years. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with third-party sub-advisers.

Denise Dalton is a financial advisor at M. Kraus & Company with 24 years of industry experience. She has been with the firm since 1996 and holds a Series 65 designation. Outside of her advisory role, she is an author and bookseller. M. Kraus & Company provides discretionary and non-discretionary investment management to individuals, trusts, retirement plans, charitable institutions, corporations, and other business entities. The firm employs a long-term, value-oriented approach focused on fundamental analysis and constructs diversified portfolios concentrated in individual common stocks alongside fixed-income securities.

Christopher Mc Keown is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 credential with two years of industry experience. His previous work includes roles at Omnicom Media Group and Universal McCann. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans, emphasizing a mostly passive, asset-allocation approach supplemented by periodic rebalancing and limited short-term trades. The firm also offers environmental investing options and an active client education program.

Aileen Kraus is a CFA® charterholder with 29 years of industry experience. She has been with M. Kraus & Company since 1996 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is president of M. Kraus & Brothers, a family-owned entity managing a commercial property in Florida. M. Kraus & Company provides discretionary and non-discretionary investment management to individuals, trusts, retirement plans, charitable institutions, corporations, and other business entities. The firm employs a fundamental, long-term value-oriented approach, managing diversified portfolios concentrated in individual stocks, fixed income, and cash equivalents.

Jordan Mac Dougall is a CFP® professional with experience at Pathway Financial Advisors, LLC since 2020 and prior roles in academia at several Vermont and Georgia institutions. He is also the owner of Tailwater Consulting, LLC, a business consulting firm based in South Burlington, VT. Pathway Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an “Integrated Financial Planning” process that includes ongoing review and rebalancing across a range of investment vehicles and offers specialized retirement plan services.

Thomas Golonka is a CFP® with 34 years of experience in the financial services industry. He is a managing partner at SilverLake Wealth Management LLC and has held roles at Purshe Kaplan Sterling Investments and LPL Financial. Golonka serves as board chair of the Vermont Pension Investment Committee and holds board positions with UVM Health Network and the Montpelier Foundation. SilverLake Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a primarily long-term, diversified investment approach featuring individual equities, fixed income, mutual funds, ETFs, and selective use of independent managers, while also offering access to digital-asset accounts and specialized retirement-plan fiduciary services.

Derek Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding a Series 66 designation and 16 years of industry experience. He has worked at SilverLake Wealth Management since 2009 and previously held roles at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved with Sunday Studio VT LLC, a salon business, serving as a registered agent. SilverLake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides investment management and financial planning services to a diverse client base, employing a customized approach that combines fundamental and technical analysis with oversight of independent managers and access to digital-asset accounts.

Mark Andrews is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Hanson & Doremus Investment Management with three years of industry experience. Prior to joining Hanson & Doremus, he worked at the Federal Reserve Bank of New York for six years and Albright Capital Management. He also has a background in academia, having been affiliated with Johns Hopkins School of Advanced International Studies. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a blend of passive index strategies and active security selection, with ongoing portfolio monitoring and periodic comprehensive reporting.

Elisabeth Ford is a CFP®, CFA®, and Series 65 credentialed advisor at Hanson & Doremus Investment Management with seven years of industry experience. She has been with Hanson & Doremus since 2018. Prior to her financial advisory career, she spent seven years with the Green Mountain American Poolplayers Association. Hanson & Doremus Investment Management serves individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations by providing discretionary portfolio management, financial planning, and related consulting. The firm combines passive index allocations with active security selection based on fundamental, technical, and cyclical analysis, offering customized portfolios with ongoing monitoring and quarterly client reporting.

John Davis is a CFP® with 25 years of industry experience, currently serving at Copper Leaf Financial, LLC. His prior experience includes roles at Cambridge Investment Research and Davis & Hodgdon Associates CPAs PLC. Outside of advisory work, he is an owning member of 33 Blair Park LLC, a property management and consulting business. Copper Leaf Financial, LLC is a fee-only registered investment adviser providing comprehensive wealth management and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes an initial financial plan and written Investment Policy Statement, implementing predominantly passive asset-class portfolios with regular reviews and tax management.

Kevin Murray is a financial advisor at One Day In July LLC in Burlington, VT. He holds a Series 65 designation and has been working in the industry since 2022, including prior experience at Clute Wealth Management. One Day In July LLC provides discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach with a preference for low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Alexander Watson is a CFP® and CFA® with eight years of experience in financial advising. He has worked at Hanson & Doremus Investment Management since 2018 and previously spent six years at NISA Investment Advisors, LLC. Hanson & Doremus Investment Management serves individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations with discretionary portfolio management, financial planning, and related consulting. The firm uses a combination of passive index allocations and active security selection, applying fundamental, technical, and cyclical analysis to build customized portfolios with ongoing monitoring and regular client reviews.