Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual Securities, Inc. from 2014 to 2018. In addition to his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a process-oriented investment approach combining fundamental security selection with strategic and tactical asset allocation, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial plans.

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.

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

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.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

Tyler Cinelli is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at Williams Financial, LLC since 2017 and previously held positions at LT Trust, America's Best 401k, Goldman Sachs Wealth Services, MSI Financial Services, Inc., and Edward Jones. Williams Financial, LLC provides fee-only financial planning and professional investment management to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and multiple analysis techniques, offering integrated wealth management and digital portfolio services alongside in-house accounting and tax preparation.

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.

Brian McKenna is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Bennington Financial Planning Group since 2010. He also maintains a role with D.B. McKenna & Co., Inc., a broker-dealer firm, dedicating half of his time to each business. In addition to his advisory work, McKenna is a member of the Bennington Redevelopment Group LLC, which focuses on revitalizing the downtown Bennington community, and he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, utilizing both long- and short-term trading strategies including covered-call writing, with accounts reviewed regularly and discretionary management available.

Joseph Patire is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018, following five years at Raymond James & Associates. He serves as a board member for the Hoosick Falls Central School District. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and employs a combination of fundamental, technical, and cyclical analysis in its approach.

Deborah Lane is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been associated with Commonwealth and Center Square Asset Management since 2005, where she is also a vice president and 50% owner of the operating company. Additionally, Lane provides tax preparation services as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while its Investment Management and Research team manages discretionary model portfolios.

Shawn Leonard is a financial advisor with Commonwealth Financial Network based in Bennington, VT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to his current role, he worked at MountainOne Bank’s investment group for 14 years. Leonard also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Kenneth Lane is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 registrations and 32 years of industry experience. He has been with Commonwealth and Center Square Asset Management since 2005, where he serves as president and 50% owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Timothy Bloomer is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the University of Maine. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes ETF-based portfolios and proprietary algorithms.

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.

Elizabeth Mc Hale is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Voya Financial Advisors and Cetera Advisor Networks, along with entrepreneurial activities in digital marketing and the brewing industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-based planning using advanced analytical tools and offers specialized services such as divorce planning and employer-sponsored programs.

Patrick Kimmell is a financial advisor at Edward Jones in Greenwich, NY, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2020 and has prior work experience in various roles, including at UPS and hospitality-related positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Breanna Lundy is a CFP® professional with 16 years of experience at Edward Jones, where she has worked since 2010. Her other roles include serving as a county councilman in Clay County, Indiana, and working part-time in education counseling for Walton County Schools. She is also co-owner of a family farm that sells grass-fed beef. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Ryley Gaudreau is a financial advisor at Edward Jones in Bennington, VT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Marion Watkins is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Watkins serves as a trustee and power of attorney in fiduciary capacities for several immediate family trusts. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation, financial planning, and access to third-party asset managers and overlay programs.

Lori Lennox is a financial advisor with Edward Jones in Greenwich, NY, holding the Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2000. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.