Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ox Lux Advisory, he worked at Aaron Wealth Advisors and Specialist TeleMed LLC, and he also has experience with Saudi Aramco. Ox Lux Advisory LLC provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management tailored to client goals. The firm integrates modern portfolio theory, quantitative and technical analysis, and employs various trading strategies, conducting regular account reviews and providing detailed reporting.

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jennifer Kane is an advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Kestra Investment Services, Kestra Advisory, Westchester Benefit Group, Greenwich Associates, and Hawkshaw, LLC. Outside of her advisory work, Kane is president of Green Mountain Media Group LLC, a local publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Gary Len is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial or its affiliates since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools to tailor advice to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Clay Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Prior to joining LPL Financial in 2026, he worked at infinex Investments, Inc. and Northfield Savings Bank for 15 years. Outside of advising, he owns and manages three apartment buildings in Northfield, Vermont. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.

Amy Duffy is a financial advisor at Edward Jones in Springfield, VT, holding the ChFC® designation and Series 66 license with nine years of industry experience. Before joining Edward Jones in 2016, she worked in dental office administration at West River Family Dental and Windsor Dental from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a extensive network of financial advisors and branch offices nationwide.

Christopher Smiles is a Senior Financial Advisor and the founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has worked extensively with entrepreneurs, executives, and high-net-worth families nationwide. He leads a team dedicated to high-touch, relationship-driven service and works closely with each client’s legal and tax advisors to deliver fully integrated financial strategies. His role includes overseeing client relationships and developing investment allocation models for both individual and corporate clients. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a B.A. in Economics from Bates College. His areas of expertise encompass corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plan services, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Residing in Weston, Vermont, Christopher lives with his wife Missy and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, yoga, and participates in community events such as the Nantucket Race Week - Rainbow Parade.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Derek Karner is a financial advisor with OSAIC, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services Inc. for seven years and was involved in the furniture business for 27 years. He is a trustee of the Karner Family Trust and is associated with Diamond Point Wealth Partners, a financial advisory partnership. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services, employing asset-allocation tools and offering portfolios with a range of investment types managed on discretionary or non-discretionary bases.