Michael Huffman is a CFA® charterholder with 28 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, typically accepting new relationships with a minimum investment of $500,000. The firm manages approximately $560.4 million in discretionary assets, focusing on fundamental analysis combined with exclusionary and qualifying screens, and offers ongoing portfolio monitoring and financial planning services.

Breanna Sykes is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Copper Leaf Financial, LLC since 2020 and previously worked at Bridge Financial Partners and Wells Fargo. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on holistic financial planning and discretionary portfolio management, primarily using passively managed mutual funds and ETFs, with an emphasis on tailored investment policies and ongoing portfolio monitoring.

Jonathan Smith is a Certified Financial Planner® with 27 years of industry experience. He has worked at Pathway Financial Advisors, LLC since 2018 and previously spent 13 years at Gwfs Equities, Inc/Great West Life & Annuity Insurance Company. 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 asset allocation and ongoing portfolio review across various securities and funds, providing fee-only advisory services with implementation and monitoring.

Neil Macker is a CFA® charterholder with four years of industry experience. He has been with Hanson & Doremus Investment Management since 2023 and previously worked for nine years at Morningstar Research LLC. 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 combines passive index allocations with active security selection and employs ongoing portfolio monitoring, regular rebalancing, and client reporting.

Scott Beaudin is a CFP® and PFS™ credentialed advisor at Pathway Financial Advisors, LLC with 23 years of industry experience. He has been with Pathway Financial Advisors since 2002. Pathway Financial Advisors, LLC serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations, providing integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm manages approximately $1.65 billion in discretionary assets and operates a team-based advisory model focused on comprehensive planning and ongoing portfolio monitoring.

Jackson Bargiello is a financial advisor at Rock Point Advisors, LLC with a Series 65 designation and one year of industry experience. He has been with Rock Point Advisors since 2014. Outside of his advisory role, he is co-owner of La Ruche Beauty LLC, a beauty salon in Williston, Vermont, where he manages accounting and rental activities. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically with a minimum investment of $500,000. The firm manages approximately $560 million in discretionary assets and employs fundamental analysis with exclusionary and qualifying screens to construct portfolios aligned with clients’ investment policy statements.

Burta Kelly is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation. She has been with the firm since 2019 and previously worked at Aurora North Software from 2016 to 2019. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, including individuals, trusts, and employee benefit plans. The firm employs an asset-allocation strategy focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

Bret Hodgdon is a CFP® professional with 16 years of experience in financial advising. He is a partner at Copper Leaf Financial, LLC, where he has worked since 2015, and has prior experience at Cambridge Investment Research Advisors, Inc. Additionally, he is a practicing CPA and owner at Davis & Hodgdon Associates CPAs PLC. Copper Leaf Financial, LLC is a fee-only registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes comprehensive wealth management with IPS-aligned, predominantly passive portfolios, and coordinates services with an affiliated accounting firm.

Arthur Wright is a CFP® professional with 19 years of experience in the financial industry. He has been with Hanson & Doremus Investment Management since 2016 and holds the Series 66 designation. Hanson & Doremus Investment Management serves a diverse client base, including individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive index allocations with active, bottom-up security selection and provides discretionary portfolio management and financial planning through a team of ten advisors.

Theodore Riehle III is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Silverlake Wealth Management since 2012 and has prior experience at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sale and service of fixed insurance products. Silverlake Wealth Management is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in assets, offering customized investment management and financial planning with a primarily long-term approach that incorporates both fundamental and technical analysis across diversified portfolios.

Scott Solod is a financial advisor with Hammond Iles Wealth Advisors in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Folger Nolan Fleming Douglas Inc., Equity Services Inc., and several other firms. Outside of his advisory work, he serves as a trustee for a family trust and acts as a registered agent for a homeowners association. Hammond Iles Wealth Advisors provides discretionary investment management and financial planning to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs in its portfolio management.

Seth Gillim is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Propgate, PBC, High Fidelity, Inc, The University of Vermont, and The Intervale Center. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Robert Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with SilverLake since 2012 and also works with Purshe Kaplan Sterling Investments, Inc. outside of his role as managing partner at SilverLake. Eddy is an independent insurance agent and has long-term involvement in managing small real estate holdings. SilverLake Wealth Management is an SEC-registered advisory firm providing investment management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, trusts, and corporations. The firm employs a customized, primarily long-term investment approach, integrating fundamental and technical analysis to build diversified portfolios and oversees unaffiliated Independent Managers as part of its strategy.

Clinton Wood is a financial advisor at TRG Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at IMA Advisory Services, Client Centered Financial, Equity Services, Inc., and the University of Vermont Extension Service. Wood serves on the board of directors for the Vermont chapter of the National Association of Insurance and Financial Advisors (NAIFA). TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, 529 account management, and retirement plan consulting. The firm operates as a fiduciary, delivering portfolio advice through fundamental, quantitative, and qualitative analysis using various asset allocation strategies and sponsors a wrap fee program for individually managed accounts.

Michael Schell is a CFP® and Series 65®-registered financial advisor with eight years of industry experience. He currently works at Pathway Financial Advisors, LLC, a team-based firm in South Burlington, VT, and has previously been affiliated with Sensible Financial Management, Milne Financial Planning, and Dempsey Investment Management. Pathway Financial Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations, offering integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm manages approximately $1.65 billion in discretionary assets and employs a disciplined process involving initial planning, asset allocation, ongoing monitoring, and periodic rebalancing.

Peter Newman is a financial advisor at Elevatus Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. In addition to his advisory role, he is a licensed insurance agent servicing clients with insurance needs. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and trustee services. The firm employs both active and passive strategies, including access to third-party models, alternatives, options, and digital assets.

Daniel Cunningham is a financial advisor at One Day In July LLC with nine years of industry experience. He holds a Series 65 designation and has worked at One Day In July since 2016 and previously at Dans LLC from 2008 to 2017. He serves as a trustee of a small nonprofit foundation unrelated to financial services. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, emphasizing an asset-allocation approach using low-cost, passively managed ETFs and offering an environmental investing option focused on carbon intensity and clean-energy impact portfolios.

Evan Pemberton is a CFP®, CFA®, and Series 65 professional with 17 years of industry experience. He is currently with Hanson & Doremus Investment Management and has spent over a decade at Maple Capital Management, Inc. His background includes work at both firms, focusing on investment management and financial planning. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a combination of passive indexing and active security selection based on fundamental, technical, and cyclical analysis, with ongoing monitoring and regular client reporting.

Sarah Cocina is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. She holds a Series 65 designation and has been with Hanson & Doremus since 2020. Prior to her current role, she worked at Guru Media Solutions, Homemaking, and Meredith Corporation. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm offers discretionary portfolio management and financial planning through a combination of passive indexing and active security selection, emphasizing ongoing monitoring and regular rebalancing.

Matthew Gibbs is a financial advisor with Berger Financial Group in Burlington, VT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at N B T Bank, LPL Financial, and Ameriprise. Outside of advising, he has experience working in the hospitality and retail sectors. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans with discretionary wealth management and comprehensive financial planning. The firm employs proprietary, long-term investment strategies developed by an Investment Committee and offers services including tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.