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.

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.

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.