Thomas Colbert is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has previously worked with Voya Financial Advisors and has longstanding roles at Vista Financial Group, Vista Insurance Agency, and CEM Realty Trust. Outside of financial services, he serves as commodore of the Manchester Harbor Boat Club, where he facilitates board meetings and oversees club operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Keith La Croix is a financial advisor at Edward Jones in Barre, VT, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Gifford Medical Center from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household and corporate accounts. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

James Hunt is a financial advisor with LPL Financial in Barre, VT, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior work includes roles at The Vermont Agency, Equity Services Inc, Morgan Stanley, and National Life Group. Outside of his advisory work, he serves as a youth soccer referee in Vermont. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charities. The firm offers diverse financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven solutions.

William Barton is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He leverages 28 years of experience in the financial services industry to assist clients in making informed decisions regarding complex matters such as business transactions, family legacy structuring, retirement, and education planning. His approach emphasizes providing personalized wealth management, private banking, financial planning, and financing solutions tailored to the unique needs of each client. William holds a Bachelor's Degree from Susquehanna University and maintains 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 also 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, skiing, golfing, mountain biking, hiking, and playing drums.

Bethany Brown is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameriprise, she worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of advising, she is the general manager of Burroughs Chocolate, LLC, a retail chocolate business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Barry Compton is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, previously working at UBS Financial Services starting in 2001. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides both episodic fee-based financial planning and services related to private funds, pooled vehicles, and municipal market activities.

Thomas Brazier is a financial advisor with LPL Financial in Montpelier, VT, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities Inc. Beyond financial advising, he owns and operates Windyvale Farm and Windyvale Farm Trucking and serves with the East Montpelier Fire and Ambulance as a firefighter and CMS provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing various model portfolios and research resources to support diversified investment strategies.

Suzanne Small is a financial advisor with LPL Financial in Barre, VT, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial, she worked for The Vanguard Group, Inc. for 14 years and has also been affiliated with Community National Bank-VT/CFSG LLC and First Capital Advisors Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and various portfolio management options.

Joseph Preddy is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Cetera Advisor Networks LLC for seven years and has been associated with Community Financial Services Group, a division of Community National Bank, for over two decades. He serves as a Trust Officer and President at Community National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research from internal and third-party sources.

Darci Coleman Graves is a Series 66-licensed financial advisor with Edward Jones in Barre, Vermont, with one year of industry experience. Prior to joining Edward Jones in 2025, she spent 27 years at IBM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2023. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of financial services, she has been involved in several local businesses and cooperatives in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary strategies and access to third-party managers, tailored to client objectives under both discretionary and non-discretionary arrangements.

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.

Nicholas Hart is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Adam Lory is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Union Bank and Nfp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.