Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Andrew Marcotte is a financial advisor with Ameriprise in South Burlington, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Marcotte also has a role with TrueGuidance Holdings, LLC, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves collaboration between centralized service teams and financial advisors, utilizing proprietary research and third-party data within a defined investment framework.

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.

David Maher is a CFP® with 20 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2019, following previous roles at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. Maher is a 50% owner of Briody Maher Wealth Management Group, LLC, also known as Backshore Wealth Management Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, delivered through meetings and written summaries, with optional implementation through brokerage or advisory programs.

Jeffrey Wood is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 26 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Equity Services, Inc. He is based in Hinesburg, Vermont. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

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.

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.

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.

Tobin Nadeau is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory work, he is involved with TAKE IT EASEL LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Catherine Harris is a CFP® and PFS™ with 26 years of industry experience. She is currently with LPL Financial and has held roles at CHS Wealth Management & CPAs and Cetera, among others. Harris is the owner of CHS Wealth Management & CPAs, where she combines financial advisory and CPA services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisers. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Amy Phippen is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Northwestern Counseling & Support Services and held positions in education and legal sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Jared Hendler is a financial advisor with UBS Financial Services in Stowe, VT, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a managing member and partner of AVEMAX LLC, an entity that owns one airplane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

Mary Stiles is a financial advisor with UBS Financial Services in Stowe, Vermont, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with UBS since 2016. Outside of her advisory role, she volunteers on the finance committee for St. Johns in the Mountains, an Episcopal church, where she reviews financial statements and assists with fundraising coordination. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory solutions, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Martin Thomas is a financial advisor at Edward Jones in Montpelier, VT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Monty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and METLIFE Securities Inc. He is also involved in non-variable insurance services alongside his advisory work. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.

William Barton is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 29 years of experience in the financial services industry, he provides customized wealth management, private banking, financial planning, and financing solutions. He assists clients with a broad range of financial decisions including retirement planning, education planning, business transactions, and family legacy structuring. William holds a Bachelor's degree from Susquehanna University and has earned several professional designations including Certified Exit Planning Advisor (CEPA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional responsibilities, William enjoys spending time with his family along with skiing, golfing, mountain biking, hiking, and playing drums.