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Linda A

Series 65

South Royalton, VT

World Market Advisors

Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management General estate planning guidance General retirement planning Founder/Business Owner
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Carrie M

Series 65

Rochester, VT

One Day In July LLC

Carrie Mc Donnell is a financial advisor at One Day In July LLC with three years of industry experience. She holds a Series 65 designation and previously worked for sixteen years at White River Valley Supervisory Union. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

ESG / Sustainable investing Passive / index investing Real estate investing
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Justin B

Series 66

Williamston, VT

International Assets Investment Management, LLC

Justin Bodnar is a financial advisor at International Assets Investment Management, LLC with 14 years of industry experience. He has held roles at International Assets Advisory, LLC since 2017, as well as positions at Fasten and Lighthouse Research Advisory. Bodnar is the founder and president of ATX Financial, a private label entity for financial business, and serves as vice president of Vermont Wealth Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm utilizes a national network of independent advisors who create customized, long-term portfolios using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers or wrap programs as part of their strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stephen K

Series 65

Warren, VT

Pallas Capital Advisors, LLC

Stephen Kylander is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation and five years of industry experience. His prior roles include positions at Crow Point Investment Management, LLC and RBC Global Asset Management Inc. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing a range of investment vehicles and offering services such as family office support and retirement plan fiduciary consulting.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Liam C

Series 66

Randolph, VT

Edward Jones

Liam Connolly is a financial advisor with Edward Jones in Randolph, VT, holding a Series 66 designation and two years of industry experience. His prior roles include various positions at CU Boulder and Boulder Reservoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Passive / index investing General retirement planning Retired Founder/Business Owner Executive
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Brandon G

Series 66

Randolph, VT

Edward Jones

Brandon Gorman is a Series 66-licensed financial advisor with Edward Jones in Randolph, Vermont. He has seven years of industry experience, including four years at BMG Moving Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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