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.

Vincent Guy is a financial advisor with Valic Financial Advisors in Winooski, Vermont, holding a Series 66 designation and 21 years of industry experience. He has worked at Valic Financial Advisors since 2006 and previously spent a year at Morgan Stanley DW Inc. Outside of his advisory role, he is a partner at Combat Fitness LLP, where he teaches martial arts classes and coordinates volunteer coaches, and he serves as an assistant coach for the University of Vermont’s Brazilian Jiu Jitsu/Judo/MMA clubs. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Christian Krauss is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and no prior industry experience. Before joining the firm, he worked as a fishing guide and sales consultant for outdoor adventure companies, including Fish and Float Alaska and Shoshone Adventure Consulting. He continues to engage in guided fishing trips as an independent contractor. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Daniel Faris is a financial advisor with Citizens Securities, Inc., holding a Series 66 license and four years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supporting both discretionary and non-discretionary business.

Kyle Nicholls is a financial advisor with Commonwealth Financial Network based in South Burlington, Vermont. He holds a Series 66 designation and has 10 years of industry experience, including roles at Cuso Financial Services, L.P., Northfield Savings Bank, and Infinex Investment Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of managed portfolio options and investment solutions, supported by a dedicated Investment Management and Research team.

Nathanael Parady is a financial advisor with Key Investment Services LLC in Burlington, VT. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior roles include positions at KeyBank, Equity Services Inc, and National Life Group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform combining discretionary and non-discretionary investment models, with integration across KeyCorp affiliates offering a range of financial services.

Donald Jenkins is a Series 66 licensed financial advisor with Kestra Advisory in South Burlington, VT, and has 27 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Amy Eroh is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in South Burlington, VT. Outside of her advisory role, she is the owner of Hero Energy LLC, a commercial property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Moulton is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in local business activities including managing a company that owns office rental space and producing and selling firewood in his community. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ami Howes is a financial advisor with MassMutual Investors Services in Burlington, VT, holding a Series 66 designation and 25 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2011. Outside of her advisory role, she is the CEO of Advisor Mastery International, LLC, where she coaches financial professionals on practice management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and event-driven planning programs such as divorce and estate settlement planning.

Kiernan Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Jackson National Life Distributors and has held roles at FedEx, UPS, Gray Television, and Vermont State University/Lyndon State College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Eric Krawitt is a financial advisor with Morgan Stanley in Shelburne, VT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of advising, he is involved with JD's Wine Bar LLC and serves on the board of The Foundation for the Horse in Lexington, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Andrew Marcotte is a financial advisor with Ameriprise in South Burlington, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Marcotte also has a role with TrueGuidance Holdings, LLC, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves collaboration between centralized service teams and financial advisors, utilizing proprietary research and third-party data within a defined investment framework.

Kari Phillips is a financial advisor with Raymond James Financial in Burlington, VT, holding a Series 66 designation and possessing 20 years of industry experience. Her prior work includes positions at Hickok & Boardman Capital Management and Advisors In Financial Planning. She is also associated with the Hickok & Boardman Capital Management Charitable Endowment Fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Erin Tress is a CFP® professional with six years of industry experience, currently advising clients through LPL Financial. Her background includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Concord Wealth Management. Outside of her advisory work, she volunteers with the Volunteer Income Tax Assistance program and serves as a board member for a local condominium association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of advisors and technology tools.

Brian Lowry is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Hickok & Boardman Capital Management and Crestwood Advisors before joining Raymond James in 2019. Lowry is involved with nonprofit organizations in Burlington, VT, including serving on the finance and investment committees of the Burlington Country Club and Greater Burlington YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Baranello is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked in various roles, including at Foam Brewers and Signal Kitchen. Outside of finance, he operates a dog sitting service and has worked as a bartender. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a structured, collaborative planning process that utilizes firm-approved software to analyze client goals.