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.

James Hunt is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and previously worked at firms including Morgan Stanley and The Vermont Agency. Outside of his advisory work, Hunt serves as a youth soccer referee. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at MassMutual Life Insurance Company and MML Investors Services, LLC, and spent eight years with SSG Advisors, DBA Resonance. Outside of financial services, she is the general manager of Burroughs Chocolate, LLC, a retail chocolate business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, utilizing proprietary research and algorithmic tools.

Thomas Brazier is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities. Outside of finance, he owns and operates Windyvale Farm and Windyvale Farm Trucking, a custom hauling business serving a local dairy farm, and serves as a firefighter and CMS provider for the East Montpelier Fire and Ambulance. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Suzanne Small is a financial advisor with LPL Financial based in Barre, VT, holding Series 63 and Series 66 designations and 17 years of industry experience. She previously worked for The Vanguard Group for 14 years and has been affiliated with Community National Bank-VT/CFSG LLC and First Capital Advisors Group. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Joseph Preddy is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2020. His prior work includes roles at Cetera Advisor Networks, Community Financial Services Group, and Citigroup Global Markets. He also serves as Trust Officer and President at Community National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of financial planning, model portfolios, and institutional solutions.

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 eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she has been involved with several local businesses in Vermont, including the Mad River Glen Cooperative and the Pitcher Inn. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides customized investment strategies across multiple platform arrangements and maintains both proprietary and third-party model solutions.

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.

Steven Dias is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 20 years of industry experience. His prior roles include positions at TD Ameritrade, Citizens Securities Inc, and currently M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Lory is a CFP®-designated financial advisor with Edward Jones in Stowe, VT, and has eight years of industry experience. He has been with Edward Jones since 2017, following a one-year tenure at Union Bank. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large network of financial advisors and branch offices.

Omar Graddock is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 54 years of industry experience. He has been working with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Stowe, VT, Graddock's career spans several decades within the same firm group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate tools such as Monte Carlo simulations and Secular Return Estimates.

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.

Carl Haasper is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at MassMutual Life Insurance Company and Hornor, Townsend & Kent. Outside of his advisory work, Haasper is the founder of Green Mountain Accounting & Tax P.C., a tax services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, delivering customized strategies across multiple platform arrangements.