Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and State Farm. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization and owns a small business, JPC Services, LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Lori Lustberg is a CFP® professional with six years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Pathway Financial Advisors, LLC, Third Eye Associates, Ltd., and Gallagher, Flynn Financial Advisors. She also operated her own legal and advisory practices under Lori Lustberg, Esq. LLC and Lori Lustberg LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and specialized tools such as trend-following and options overlay strategies.

Robert Torney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Raymond James & Associates. Outside of advisory work, he is involved in fixed insurance sales in Colchester, VT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Benjamin Hadley is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in South Burlington, VT. He has 27 years of industry experience, including roles at Retirement Income Strategies and Hadley Financial Group. Additionally, he serves as a trustee and manager for family trusts and LLCs that oversee real estate holdings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs, emphasizing tailored solutions and primarily manages assets on a non-discretionary basis.

Sandi Sumner is a financial advisor with Bankers Life Advisory Services, Inc. in South Burlington, VT, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Bankers Life and its affiliated entities since 2001, including serving as a Unit Sales Manager and insurance agent. Outside of her advisory role, she works as an offensive coordinator and football coach at CVSD. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create and manage tailored portfolios aligned with clients’ goals and risk tolerance.

Anna Carroll is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Santander Securities, Santander Bank, and J.P. Morgan Securities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Donald Dempsey is a CFP® professional with 28 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously led Dempsey Investment Management, LLC for 20 years. In addition to his advisory work, he is a self-published author based in South Burlington, Vermont. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using a combination of passive and active managers, supported by quantitative and fundamental research.

Karen Nys is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group and collaborating closely with affiliated entities.

Paul Garwood is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. His prior roles include positions at NFP and Liberty Mutual Insurance, along with several years working with YMCA organizations. He serves as Treasurer on the board of The Children’s School in South Burlington, Vermont. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ashlee Solarczyk is a CFP® professional based in South Burlington, VT, with 14 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Copper Leaf Financial, LLC and Schwab Wealth Advisor. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets through a large advisor network and offers a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Marc Fragola is a CFP® with 29 years of industry experience, currently serving at Kestra Advisory. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services and Dean Witter Reynolds throughout his career. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Kurt Schaefer is a CFP® professional with 35 years of experience in the financial services industry. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Horace Mann Investors, Horace Mann Companies, Mass Mutual Investors Services, and MetLife Securities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers and offers ongoing portfolio management, financial planning support, and custody services.

Cody Greene is a financial advisor with Eagle Strategies (NY Life) based in South Burlington, VT, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, and operates a separate business under Hadley Financial Group focused on brokering non-registered insurance products. He also serves as a board member of his local home owners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

John Servin is an investment advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016, also serving in related roles at Kestra Investment Services, LLC and Fleischer Jacobs Group. Outside of his advisory work, he serves as a board member of FSB Holdings LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports plan sponsors with services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors such as sovereign wealth funds.

Phoenix Suskin is an investment advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has six years of industry experience, including roles at Kestra Investment Services and Fleischer Jacobs Group. Outside of his advisory work, he is a co-owner of a real estate business. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Neil Kvasnak is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at UBS Financial Services, Merrill, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Mary Capparuccini is a financial advisor with Eagle Strategies (New York Life) based in South Burlington, Vermont. She holds the CFP® and ChFC® designations and has three years of industry experience. In addition to her advisory role, she serves on the advisory board of Burlington Young Professionals, the board of the Women Business Owners Network in Vermont, and is an officer in the local Business Network International chapter. She also works part-time as a line cook at The Friendly Toast. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional clients, and corporate plans. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Lisa Cruser is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Cuso Financial Services, Lp and Wells Fargo Clearing. Outside of finance, she is a licensed Zumba dance fitness instructor, teaching classes in the Chittenden County area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time financial planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios based on client-approved investment policies.

Mark Aridgides is a CFP® professional with 24 years of experience in financial advisory. He has been with Kestra Advisory since 2016 and also holds roles with Kestra Investment Services, LLC and Fleischer Jacobs Group since 2011. Outside of his advisory work, he is the owner of CATMARK ENTERPRISES LLC, which involves plane ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and manages substantial assets with a focus on large institutional investors.

Jamieson Thayer is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Legacy Financial Services since 2021. Outside of his advisory work, he operates two sole proprietorships—a goods-selling business on eBay and a cleaning service—both located in Vermont. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, third-party asset manager access, and custody/clearing services.