Christopher Mingone 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 and Dealer.com. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

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 licenses and bringing 44 years of industry experience. He has been with LPL Financial and its predecessor firm since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Cloutier is a financial advisor with LPL Financial possessing six years of industry experience. He previously worked at SilverLake Wealth Management, LLC and was involved with Vermont Expos, Inc., operating the Vermont Lake Monsters. Outside of advisory work, he has engaged in reselling household items on a marketplace platform in Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Wolfe is a CFP® professional with five years of experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to his role at Edward Jones, he worked part-time in law enforcement for the Town of Morristown and at the Lamoille County Sheriff's Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Lambesis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Northcountry Federal Credit Union, Cuso Financial Services, Cadaret, Grant & Co., Inc., New England Securities, and Equity Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Robert Beaulieu is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Lincoln Investment Planning, LLC and Bankers Life Securities, Inc. Beaulieu is also the owner of Level Four, a business involved in selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.