Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Tyson Fielding is a CFP® professional with nine years of experience and is the principal advisor at Equinox Financial Advisors, Inc. in Manchester Center, VT, where he has worked since 2012. Prior to Equinox, he was involved with T&E Fielding Corp. Outside of his advisory work, he serves as treasurer of Main Street Hockey Club, Inc. and is a board member of the Mt. Laurel Foundation. Equinox Financial Advisors, Inc. provides wealth management, investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages approximately $110.9 million in discretionary assets across about 312 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with flexibility for additional securities and investment restrictions.

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

James Williams is a CFP® professional with 19 years of experience, currently serving at Williams Financial, LLC since 2005. He has worked as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm combines a long-term investment approach with tactical asset allocation and various analytical methods, offering clients both integrated wealth management and investment-only options.

Zachary Levine is a financial advisor at HWC Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Mirras, Jacoby, Levine & Hatgistavrou Inc., Ganer + Ganer PLLC, and Mazars LLP. Outside of advisory work, he is involved with Cope Americas, LLC, an online selling platform. HWC Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented approach, constructing portfolios across major asset classes with discretion to rebalance or hold positions based on tax, valuation, or client-specific considerations.

Meredith Phippen is a financial advisor at Williams Financial, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Williams Financial since 2019. Prior to her current role, she had brief engagements at Bennington College and Renee J. Jacobs, CPA, and spent six years at Evan Wilson Studios. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting for individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary, combining fundamental, technical, and cyclical analysis with modern portfolio theory to deliver tailored investment strategies and offers additional in-house accounting, tax preparation, and bookkeeping services.

Daniel Hutner is a financial advisor with Hutner Capital Management Inc. in Manchester, Vermont, holding 26 years of industry experience. He has been with Hutner Capital Management since 1996 and also serves as a general partner and managing member for several private investment partnerships, including Avalon Partners, L.P. and Hutner Special Situations Fund L.P. Hutner Capital Management provides discretionary investment management primarily to individual and high-net-worth clients, focusing on growth and income. The firm employs a fundamental, microeconomic investment approach with an emphasis on capital preservation and manages both traditional portfolios and private pooled investment partnerships.

Tyler Cinelli is a CFP® professional with 15 years of industry experience. He has worked at Williams Financial, LLC since 2017 and previously held roles at LT Trust and America's Best 401k. Williams Financial, LLC offers fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and employs low-cost mutual funds and ETFs across diversified allocation models.

Karen Ogden is a CFP® with 19 years of industry experience, currently serving as an advisor at Envest Asset Management, LLC since 2022. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm employs a primarily passive investment strategy combined with client-specific policy development and offers ESG/SRI options and educational seminars for clients and plan participants.

Daryl Spirka is a CFP® professional with 20 years of industry experience, currently serving at Williams Financial, LLC since 2015. He has prior experience at Lonergan And Thomas Insurance and has operated his own CPA practice since 2002. Outside of financial services, he owns and operates Passion 4 Sports, a sporting goods business in Wilmington, VT. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting services to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and multiple analytical methods, offering both integrated wealth management and digital portfolio options.

Daniel Hutner Jr. is a financial advisor with Hutner Capital Management Inc. in Manchester, VT, holding a Series 65 designation and 13 years of industry experience. He has been involved with Hutner Capital Management since 2008 and has longstanding roles with the Quechee Alpine Ski Club, Inc. and Burr and Burton Academy. Hutner Capital Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, and pension and profit sharing plans, primarily serving individual and high-net-worth clients. The firm emphasizes fundamental, microeconomic analysis and long-term capital preservation, while employing a range of investment strategies including private pooled investment partnerships and limited use of hedging and derivatives.

Morgan Roberts is a financial advisor at Manchester Capital Management LLC with 26 years of industry experience. He has been with Manchester Capital Management since 1998. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.

Brian Vogel is a CFA® charterholder with 16 years of industry experience. He has been with Manchester Capital Management LLC since 2009. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and a vetted selection of third-party managers.

Griffin Sivret is a financial advisor at Manchester Capital Management LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Manchester Capital Management since 2012. Manchester Capital Management provides advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process centers on customized Investment Policy Statements and strategic asset allocation, managing portfolios through a vetted list of third-party managers and offering private fund management, family office services, and private real estate development.

David Bogonovich is a financial advisor with Centurion Wealth Management in Dorset, VT, holding 27 years of industry experience. His prior roles include positions at Spire Wealth Management and Atlas Private Wealth. He operates a related business under the name Northeast Money Management for expense, tax, and marketing purposes. Centurion Wealth Management serves high-net-worth individuals, families, and employer plans, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs diversified asset allocation and a combination of fundamental, quantitative, qualitative, technical, and cyclical analysis, while also acting as a sub-adviser to third-party managed special purpose vehicles.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

Shawn Harrington is a financial advisor at Bay Colony Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisors since 2016. Outside of his advisory role, he serves as a curator for the Manchester Historical Society in Vermont. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines fundamental analysis with model portfolios and access to sub-advisers, providing both discretionary and non-discretionary management tailored to client needs.

Edward Cronin Jr. is a financial advisor with Manchester Capital Management LLC in Manchester, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Manchester Capital Management since 1993 and also serves with the Equinox Conservative Fund, L.P. since 1992. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, employing a strategic asset allocation approach and ongoing portfolio monitoring.

Bartholomew Earley is a CFP® and CFA® with 18 years of industry experience. He has been with Manchester Capital Management LLC since 2007. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and acts as investment adviser and Managing General Partner for a series of private limited partnerships, with an investment process focused on strategic asset allocation and ongoing portfolio monitoring.

Cynthia Rozelle is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Manchester Capital Management since 2014. Outside of her advisory role, she is the owner of Transport Jakyla LLC, a trucking business. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and ongoing portfolio monitoring.

James Mirenda is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal solutions, utilizing model portfolios primarily composed of mutual funds and ETFs supplemented by alternative investments and specialty platforms.

Rachel Lauber is a CFP® with 12 years of experience in the financial advisory industry. She is currently affiliated with The Patriot Financial Group, LLC in Salem, NY, and has previously worked at Cetera Financial Specialists LLC, Securities America, and Investacorp. Lauber also operates Flex Financial Planning, focusing on helping clients create personal statements of purpose and develop financial goals and investment strategies. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, retirement plan advisory, and consulting services. The firm constructs tailored portfolios using a combination of charting, fundamental, and technical analysis, with ongoing supervision and periodic account reviews.

Melvin Mills Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns Mills Watch Repair, a watch repair business he has operated since 2007. Additionally, he serves as a board member of the Master Registered Financial Consultant Board. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a broad range of clients, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Willard Watson is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Gwfs Equities, Inc. and Sykes Hollow Innovations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

A. Nicholas Strom Olsen is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Olsen also serves as a notary in Vergennes, Vermont. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 client relationships, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Michael Himmel is a financial advisor with Beacon Pointe Advisors, LLC, based in Manchester, VT. He holds 15 years of industry experience, including 13 years at Essex Asset Management prior to joining Beacon Pointe in 2021. Outside of his advisory role, he manages Oriental Energy Group FZE, a management consultancy providing services to its parent company in Dubai. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on asset allocation across independent managers using a proprietary selection process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Brenna Massaro is a CFP® with 14 years of experience in the financial services industry. She has worked at Money Concepts Capital Corp since 2011 and concurrently at The Bank of Bennington since 2010. Outside of her advisory role, she is the owner of the Shaftsbury Country Store. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $3.33 billion across various account structures using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Robert Esposito is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Osaic in 2024, he worked with Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns a personal income tax preparation and bookkeeping business and is involved in the sale of life insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, and access to various third-party money managers and wrap programs.

John Jacobi is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the investment industry. He specializes in investment management, retirement planning, small business 401(k) solutions, and provides personalized financial strategies for individuals, families, and business owners. John's approach focuses on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. John holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Finance from the University of Vermont and a Master's degree in Finance from Boston College. His areas of expertise include wealth management, business owner planning, retirement and income planning, tax-efficient wealth strategies, estate and legacy planning, and generational wealth transfer. Outside of his professional work, John is active in his community, serving as past president of the Board for Habitat for Humanity of Bennington County and coaching youth sports such as the Bridgewater Girls Softball League and Bridgewater Youth Soccer. He enjoys fishing, golfing, hiking, skiing, and spending time with his family.

Theodore Andres is a financial advisor with Ameriprise, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he volunteered as a tax preparer and reviewer for low-income individuals through the Champlain Valley Office of Economic Opportunity. He also works seasonally as a bartender at weddings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies.

Jeremiah Evarts is a financial advisor at Stifel with 39 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2009. He holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

James Coleman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Cetera since 2023 and previously worked at Archstone Financial. Outside of his advisory role, Coleman is involved with the International Skiing History Association as Membership and Marketing Director and owns Coleman Education Group, which provides educational tutoring and college advising. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets.

Cody Crossman is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked with multiple Raymond James entities since 2021. Outside of advising, Crossman works as a sales assistant for Watershed Wealth Management and Traver Gardner Group in Manchester Village, VT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools.

Carl Cascella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their individual goals and adapting to changing market conditions. Carl provides clients with access to investment insights from Merrill, along with banking and lending solutions through Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Carl earned his Bachelor's Degree from Harvard University. In addition to his professional work, he is committed to community involvement and volunteers with local organizations.

Michael Sherman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he builds and sells wooden furniture in Dorset, VT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Adam Ihasz is a Senior Resident Director and Wealth Management Advisor with over 30 years of experience in the finance industry. He began his career at Merrill Lynch Wealth Management in Forest Hills, New York, before transitioning to the institutional sector, where he held positions including Portfolio Manager, Head of Institutional Trading, and Chairman and CEO of his family-run investment advisory firm. In 2013, Adam merged his trading business with National Securities Corporation and served as Senior Managing Director of Institutional Trading for six years, providing trading strategies focused on technical analysis, event-driven trading, and special situations for major hedge funds. He returned to wealth management in 2014, rejoining Merrill Lynch in Manchester, Vermont, where he currently serves as Resident Director and Senior Vice President. Adam's expertise spans alternative asset management, portfolio management, and institutional investment consulting, with a primary focus on selecting disciplined hedge fund strategies that are uncorrelated to the underlying markets. He holds several FINRA registrations including Series 4, 7, 24, 31, 53, 55, 63, and 65, along with the Certified Plan Fiduciary Advisor (CPFA) designation. Adam attended Long Island University, although no diploma was conferred. He lives in Danby, Vermont, with his wife, Ronda, and their two daughters. Outside of work, Adam enjoys a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He also maintains involvement in community activities, reflecting his commitment to the Merrill tradition of community participation.

Lawrence Raff is a financial advisor with Cetera, holding a Series 63 license and over 43 years of industry experience. His career includes prior roles at Raff Financial Services, Inc. and Penn Equities Inc., along with more than a decade at Cetera Wealth Services, LLC. Raff is also a licensed notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bryan Biagioli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining Cambridge in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2022. He is also the founder of Maple Wealth, a separate advisory business based in Manchester Center, VT. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using multiple platform arrangements and proprietary as well as third-party investment strategies.

William Hadden III is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to provide guidance on asset allocation, retirement, insurance, and estate planning.

Adam Walsh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his Wall Street career over 25 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill Lynch in 2003, Adam practiced as a securities and antitrust attorney for six years. Transitioning from law to wealth management, he brings extensive experience in investments and long-term retirement planning to his clients. Adam focuses on analyzing clients' risk tolerance, time horizon, liquidity needs, and overall investment goals to develop strategies for high net-worth families and small businesses. He works closely with clients and their estate planning attorneys to navigate the complex estate planning process. Adam holds the CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR® designations. He graduated magna cum laude from Catholic University with a major in Political Science and earned his J.D. from the University of Connecticut School of Law. Beyond his professional career, Adam serves as a Commander in the United States Navy reserves and is a decorated veteran of Operation IRAQI FREEDOM. He and his wife, Lauren, have two sons and reside in Londonderry, VT, spending summers in Newport, RI. Adam is a member of the New York Yacht Club and serves on the Advisory Board of Sail Newport.

Paul Vigue is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2020, following nine years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Douglas J. Calnan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise since 2016, serving in both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rhonda Lathrop is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she collaborates with clients to develop personalized strategies that reflect their financial goals and values. She specializes in a range of areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. With a bachelor's degree from Boston College, Rhonda holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her extensive experience includes entrepreneurship and technology leadership, which informs her advisory approach. Rhonda works primarily with clients across Boston, New York, Florida, and New England, focusing on affluent families, entrepreneurs, and corporate executives. Outside of her professional role, Rhonda is involved in community organizations such as the Okemo Valley Women's Club, Catamount Trail Organization, Stratton Mountain School Race Crew, BC Alumni Vermont Chapter, and the BART Adaptive Program. Her personal interests include gardening, golfing, skiing, spending time with family, and tennis.

Bruce Wilson is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in managing investment-related entities including Dorset Advisors II, LLC, and Wilson GGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad financial planning and investment services platform. The firm offers tailored advice using proprietary research and planning tools, with services that include cash-flow, retirement, wealth transfer, and specialized planning for business owners, athletes, and others.

Marion Watkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2024, Watkins was associated with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Their other activities include acting as a fiduciary trustee and power of attorney for multiple family trusts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services through an integrated platform that includes insurance products and a collateralized lending program.

Brian Vargo is a Series 66-credentialed financial advisor with Raymond James Financial, based in Manchester Village, Vermont, and has 10 years of industry experience. His work history includes roles at Raymond James firms and other investment groups. Outside of his advisory work, he owns and manages Walloomsac Property Partners LLC, a farm focused on wildlife restoration and habitat management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports various advisory programs, with specialized services in municipal and public finance.

Michael Gardner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has worked at several firms, including Raymond James & Associates and Walloomsac Financial Services, and has owned Thyme Tables Catering, Inc. for 20 years. Gardner is involved in agricultural activities as a partner in Walloomsac Property Partners and serves on the Glastenbury Zoning Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.