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.

William Hinman Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equity Services since 1997. In addition to his advisory role, Hinman serves as vice president of The Vermont Agency Foundation, a nonprofit supporting local organizations for children. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jo Ann Thibault is a financial advisor at Equity Services, Inc. in Colchester, VT, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services since 2007. Outside of her advisory role, she owns and operates Barnyard Farm Stand, a local vegetable growing and stand business. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

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.

Jason Jeffers is a financial advisor with Equity Services, Inc. in Colchester, VT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include National Life Group, LPL Financial, and People's United Advisors. Outside of his advisory role, he is the owner of J&S Wealth Advisors, a consulting business focused on non-financial services. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

Karina Tarte is a financial advisor at Equity Services, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience and prior work history spanning roles at National Life, M&T Bank, and the Fire & Ice Restaurant. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing a network of third-party asset managers and model portfolios.

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 at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios tailored to client risk profiles.

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.

Daniel Streeter is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Equity Services since 2006. Outside of his advisory role, he operates a consulting firm providing services to individuals and business owners and serves as president of several consulting and insurance advisory ventures. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

Seamus Byrne is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Morgan Stanley, having previously worked at Edward Jones and Financial Designs, Ltd. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Randy Lamberti is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and analytical models without offering individual security recommendations in standalone plans.

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.