Sofia Wright is a Series 66-licensed financial advisor at Ameriprise with one year of experience at the firm. Prior to joining Ameriprise in 2025, she worked for Onion River Press for three years, Phoenix Books for six years, and Champlain College for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Pikul is a financial advisor at Edward Jones in Barre, VT, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Autozone and American Income Life. He serves as Chair of the Milton Conservation Commission in Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 maintains 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.

Alexandra Johns is a financial advisor with Wells Fargo Advisors in Barre, VT, holding a Series 66 designation and 9 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she serves as treasurer for Courtney's Allies Inc., overseeing bank accounts and record keeping for fundraising and donations. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, wealth transfer, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation.

Cynthia Bryant is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with MassMutual-affiliated firms since 2008. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical tools and offers specialized services including divorce planning and estate-settlement programs.

Sara Blondin is a financial advisor with Ameriprise in Barre, Vermont, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Blondin also manages her own advisory business, FFLIH, LLC, based in Albany, New York. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Sarah Wilkinson is a financial advisor at Edward Jones with Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Sugarbush Resort and Stowe Mountain Resort. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

William Patno II is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Equity Services, Inc. for five years. He is also involved with Granite Financial Group, where he places various types of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management through model portfolios and third-party subadvisors, and institutional platforms, supported by advanced operational tools and a broad range of non-advisory financial services.

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.