Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

David Owen is a financial advisor at Shipwright Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Frazier Financial Advisors. In addition to his advisory role, Owen provides non-advisory business strategy consulting, which occupies part of his professional time. Shipwright Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm specializes in investment management, financial planning, retirement plan consulting, and business strategy consulting, employing an asset allocation approach grounded in Modern Portfolio Theory and incorporating both passive and active investment vehicles.

Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.

Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.

Ethan Baldwin is a financial advisor at Amor Fati Financial Services LLC with a Series 65 designation and two years of industry experience. He has previously worked at Essex Asset Management Group and served part-time in the Vermont Air National Guard. Baldwin is also a licensed insurance agent involved in life, health, accident, and HMO insurance sales. Amor Fati Financial Services provides discretionary portfolio management, financial planning, and benefit plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and pension or retirement plans. The firm uses a suitability-based process to develop customized investment strategies focused on low-cost passive funds and ETFs, while also permitting individual securities and limited short-term trading.

Dennis Voigt is the owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

Joshua Kruk is a CFA® charterholder with nine years of industry experience. He currently serves as the sole advisor at Focus 50 Wealth Management LLC, an independent firm in Shelburne, VT. His prior experience includes roles at Goldman Sachs, National Life Group, The Business Bank, and his own firm, JMK Partners LLC. Focus 50 Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering long-term diversified investment strategies and comprehensive financial planning.

Thomas Dettre is a financial advisor at True North Financial Planning, LLC in South Burlington, VT, with 12 years of industry experience. He holds a Series 65 designation and has been providing healthcare financial consulting services to individuals and small businesses in addition to his advisory role. He has been with True North Financial Planning since its founding in 2014. True North Financial Planning serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, focusing on retirement strategy, cash flow, tax reduction, and estate preservation. The firm uses a combination of modern portfolio theory and cyclical analysis with an investment approach that includes ETFs, mutual funds, options, margin, and alternative investments, and operates on a fixed-fee, hourly, or negotiated fee basis rather than percentage-of-assets.

Seth Anderson is the principal of Cedar Wing LLC, an independent financial advisory firm based in Shelburne, VT. He holds a Series 65 designation and has been in the financial services industry since 2026. Prior to founding Cedar Wing LLC, he has operated Birch Tree Tax LLC since 2014. Cedar Wing LLC provides discretionary asset management and financial planning services tailored to individuals and high-net-worth clients. The firm builds investment programs based on client goals, time horizons, and risk tolerances, employing both long- and short-term strategies with regular account reviews and potential tax-loss harvesting.

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

Cameron Brown is the sole advisor at Tack Wealth in Burlington, VT, holding a Series 65 designation with no prior financial industry experience. Before founding Tack Wealth, he worked in various legal roles, including at Segal McCambridge and other firms, spanning from 2016 to 2025. He also maintains a part-time law practice as a sole proprietor under his own name. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate entities. The firm offers discretionary portfolio management using a blend of fundamental and technical analysis alongside modern portfolio theory, and employs a fee-only structure with standalone planning engagements billed at fixed or hourly rates.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

Erik Giard Chase is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Blue Slate Investment Management. His prior experience includes roles at Westview Investment Advisors and Champlain Investment Partners, along with academic positions at the University of Chicago and University of Vermont. Outside of his advisory work, he operates a real estate investment and management company, allocating approximately 10% of his time to this activity. Blue Slate Investment Management provides wealth management services to individuals, high net worth clients, trusts, estates, and charitable organizations, focusing on long-term, fundamental investment strategies. The firm emphasizes low-cost, diversified portfolios utilizing mutual funds, ETFs, and other asset classes, supported by internal due diligence, AI tools, and the use of third-party sub-advisors.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners in Essex, Vermont, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners offers portfolio management and model-delivery services focused on a concentrated, value-investing equity strategy for a select client base that includes individuals, charitable foundations, other registered investment advisors, and a private investment partnership. The firm emphasizes small- and mid-cap equities with a multi-year investment horizon and employs a thesis-driven approach supported by direct outreach and industry research.

Deirdre Keenan is a financial advisor at Quantum Leap Capital, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience in hospitality and education sectors. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized, generally long-term portfolios using low-cost mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Tina Lagrow is a Series 65-licensed advisor at Antoine Williams & Associates Wealth Management, LLC with three years of industry experience. She has worked exclusively with Antoine Williams & Associates entities since 2005, including two years at the current firm. Prior to her financial services career, she was involved with Run Vermont in 2018. Antoine Williams & Associates Wealth Management serves individuals, corporations, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and utilizes third-party managers through its SEI platform.

Christopher Douglass is a ChFC® credentialed financial advisor with 32 years of industry experience, currently a principal at Stage 2 Planning Partners LLC. He has been with the firm and its predecessor entity since 2016. Outside of his advisory work, he serves as an executor for a family estate and is an officer of a local homeowners association. Stage 2 Planning Partners serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, businesses, and business owners. The firm provides ongoing portfolio management, financial planning, and pension consulting, typically managing accounts on a discretionary basis with a focus on long-term trading and a limited investment universe.

Andrew Murphy is a Series 65-licensed financial advisor at Broadlake Financial Management with 19 years of industry experience. He has worked at Eley Financial Management since 2005. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements tailored to client goals and employs fundamental, macro-economic, and technical analysis in its investment approach.

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Alison Davis is a financial advisor at Quantum Leap Capital, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked for Mount Family Group Ltd. dba Westaff Workforce Solutions for thirteen years. In addition to her advisory role, she provides fixed and variable insurance policies to clients on a limited basis. Quantum Leap Capital offers investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates, managing customized portfolios primarily with low-cost mutual funds and ETFs. The firm also advises a private fund and sponsors a wrap fee program, operating with a small team while managing over $113 million in assets.