Connor Corbett is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of financial advising, he is involved in Conscious Cleaners, a commercial cleaning business serving the Burlington, Vermont area. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Rebecca Fetterman is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Berger Financial Group since 2022 and previously held roles at M. Kraus & Company and Copper Leaf Financial. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting, utilizing proprietary long-term investment strategies developed by an Investment Committee.

Amy Fracaro Choate is a financial advisor with Berger Financial Group in South Burlington, VT, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors spanning over a decade. She is also involved in the sale and review of life and long-term care insurance products. Berger Financial Group serves individuals, families, trusts, estates, businesses, executives, and retirement plans, offering discretionary wealth management and comprehensive financial planning. The firm employs proprietary long-term investment strategies primarily managed on a discretionary basis, with portfolios that include stocks, bonds, mutual funds, ETFs, and options.

Timothy Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2007. Brisson is also president of Business 2 Business Vermont, a referral organization. He has operated Northeast Planning Associates, Inc. since 1989, providing financial planning services as a registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of portfolio management options tailored to client needs.

Paul Valente is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Madison Partners. His prior roles include positions at Fisher Investments, LPL Financial, CETERA Advisor Networks, and Community Financial Services Group. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on a customized, long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often utilizing third-party sub-advisers and model portfolios.

Henry Howard II is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He has worked at Belpointe since 2017 and previously spent four years at Tuttle Wealth Management, LLC. Outside of finance, he manages a café in Burlington, VT and serves on the Board of Advisors for Nicholas College in Dudley, MA. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for thousands of clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, often employing customized portfolios and various advisory relationships.

Connor Brisson is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2020. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and NorthCountry Federal Credit Union. In addition to his advisory work, he holds an insurance license and provides life, health, disability, long-term care, and fixed annuity products. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, emphasizing tailored, consultative planning and acting as a fiduciary for its clients.

John Olson Jr. is a financial advisor at Gibbs Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Beacon Wealth Management. Outside of advisory work, Olson supervises rental housing through a sole proprietorship. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

James Reynolds is a financial advisor with Northeast Planning Associates, Inc. in Burlington, VT, holding a Series 66 designation and bringing 28 years of industry experience. His career includes long-term roles at Northeast Planning Associates and LPL Financial, as well as involvement with O'Brien Shortle Associates, a CPA practice. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

John Harm III is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. After nearly 25 years with Wells Fargo and its clearing division, he joined Prospera in 2025. He also advises on various insurance products in a part-time capacity. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including proprietary and third-party solutions.

George Black is a financial advisor with Advisory Services Network, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as experience in real estate and technology firms. He is also an independent insurance agent specializing in life insurance sales and service. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Kristin Anderson is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Her prior work history includes positions at Gravie Inc and Baker Tilly, as well as five years at Creighton University. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning primarily through proprietary, long-term investment strategies developed by an Investment Committee.

Timothy Cope is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His career includes long-standing roles with Kestra Investment Services and Fleischer Jacobs & Associates, as well as Travelers Insurance Group. Outside of advisory work, he serves on the board of HNY Club and is involved in community activities through Temple Sinai. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from mid-sized organizations to large institutional investors including sovereign wealth funds.

Melinda Pakulski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 licenses. She has 26 years of industry experience and has been with Commonwealth and her own firm, Legacy Financial Services, since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a variety of advisory programs and operational support, allowing affiliated advisors to offer customized portfolio management and wealth planning services.

Mark Di Gangi is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. His career includes roles at JP Morgan Chase Bank and J.P. Morgan Securities prior to his current position. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with existing affiliations through TIAA-administered retirement plans. The firm operates a distinct advisory model that separates one-time financial planning from ongoing portfolio management and manages a donor-advised fund among other services.

Jacob Kamel is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and no prior industry experience. His work history includes roles outside the financial industry, such as positions at Sugarbush Resort, Helly Hansen, and the University of Vermont. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and employs a cross-border Private Investment Advisor model to serve certain U.S. clients virtually.

John Morlock is an investment advisor representative at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF for 16 years. Outside of his advisory role, he assists his son in managing a property maintenance and landscaping business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Wayne Segear is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior experience includes roles at Invicta Advisors, Trustmont Financial Group, VOYA Financial Advisors, and founding business names such as Inspire Wealth Group and Financial Coaching Services, Inc. He is also a partner in Ellsworth Segear & Company, a CPA firm offering tax and consulting services, through which he provides tax advice and preparation separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and managed account programs.

Caroline Boudreau is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at National Life Group and Fidelity Investments. Outside of her advisory role, she is an agent servicing and selling fixed products for Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using both long-term strategies and options for shorter-term trading, combining broker-dealer activities with SEC-registered investment advisory services.

Hajira Buttar is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work experience includes roles at Community Bank NA and Merchants Trust, as well as a position with the South Burlington School District. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement relationships, as well as to trusts, estates, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time financial planning from ongoing portfolio management.