Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, VT, holding a Series 66 designation and 17 years of industry experience. He has worked at VALIC Financial Advisors since 2009 and is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through a large network of advisors and emphasizing centralized technology and model solutions.

Andrea Kelley is a financial advisor at UBS Financial Services with 20 years of industry experience. She has held positions at UBS since 2018 and previously worked at Scottrade, Inc. for 14 years. Kelley holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research and the Chief Investment Office.

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kerri Churchill is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 credentials. In addition to her advisory roles, Churchill serves as treasurer of the Sheldon Historical Society and is a board member of a public entity through her own firm, Kerri Churchill, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers both proprietary and third-party investment strategies and supports a variety of custody and platform options tailored to client objectives.

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Stephen Riggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, research, and technology-driven strategies.

Nathan Cloutier is a financial advisor at LPL Financial with five years of industry experience. He previously worked at SilverLake Wealth Management and spent six years with Vermont Expos, Inc. DBA Vermont Lake Monsters. Outside of advising, he is involved in reselling household items through an online marketplace. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Nathan Wolfe is a CFP® with four years of industry experience and has been with Edward Jones since 2021. Prior to joining Edward Jones, he worked as a patrol officer for the Town of Morristown and Lamoille County Sheriff's Department. He continues to serve in a part-time capacity for the Town of Morristown. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gregory Lambesis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northcountry Federal Credit Union and CUSO Financial Services. His other business activities include involvement with NorthCountry Financial Services and Jackson National Life. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

Robert Beaulieu is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 65 designation and has previously worked with Lincoln Investment Planning, Regal Investment Advisors, Regulus Advisors, Bankers Life Securities, and ProEquities. Outside of his advisory work, he is involved with Level Four, a non-variable fixed annuity business he owns in Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.