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 with Edward Jones in Waterbury, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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.

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.

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.

Derek Graddock is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009, including within Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he serves on the Board of Directors for the Vermont Ski & Snowboard Museum. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Nathan Gourd is a CFA® charterholder with five years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is involved with Hoogenboom Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a variety of implementation options through independent Financial Professionals, featuring proprietary and third-party model strategies and a range of discretionary and non-discretionary portfolio management approaches.

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.

Bruce Walbridge is a financial advisor at Edward Jones in Waterbury, VT, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shedsu, Inc. from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

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.