Mark Doehla is a financial advisor at Great Diamond Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at H M Payson & Co and National Life Group. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, business transition planning, and fee-based insurance advisory services, employing a range of investment approaches and leveraging third-party platforms to implement customized portfolios.

Philip Bongiorno is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with IAMS since 2017, previously working at Regal Investment Advisors. In addition to his advisory role, he is the owner and president of Policy Inspector Inc., an online service that searches for lost insurance and annuity policies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He has held roles at Edward Jones and has been involved with LaRock and Sons Construction for over a decade. He holds a Series 66 designation. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs a primarily index-based, long-term approach while integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

Howard Levine is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Levine is also the owner of Hanover Financial Group, providing investment and financial planning advice, and he is engaged in life and disability insurance sales. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a variety of investment vehicles and provides retirement plan consulting, including ERISA fiduciary services, supported by a high degree of professional integration among its advisors.

Frederick Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Commonwealth since 2019 and also owns Harkins Wealth Management, LLC, which he established in 2008. Outside of his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. 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 comprehensive back-office support, including investment management, compliance, and technology services.

Michelle Cortes Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has worked at Commonwealth Financial Network since 2019, with prior experience at LPL Financial. Outside of her advisory role, she owns My Divorce Ally, Inc., a divorce planning service, and is a co-owner of Nightshade, LLC, which operates a restaurant and bar. 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 back-office support, including investment management, technology, compliance, and practice-management services.

Stephen Frank is a financial advisor with Wells Fargo Advisors, holding a Series 63 license and over 41 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Frank is a co-trustee for his father's estate and a power of attorney and trustee for his mother, managing those responsibilities with limited monthly involvement. He is also a majority owner of Frank Brooks Florio Wealth Management LLC, where he dedicates substantial time to managing the practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Sara Lory is a Series 66 licensed financial advisor with Edward Jones in Morrisville, VT, and has one year of industry experience. Prior to joining Edward Jones, she worked at Nectar Marketing, LLC for three years and has held roles at Topnotch Resort and Trapp Family Lodge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eleanor Stubbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at TIAA-CREF and Tiaa from 2015 to 2020. Outside of her advisory role, she serves as a general board member for Community Harvest of Central Vermont. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Richard Goodwin is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with Merrill since 1991 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, Goodwin serves as President of The Goodwin Levine Foundation, a family charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Adami is a financial advisor at Edward Jones in Stowe, VT with a Series 66 designation and one year of industry experience. His prior work includes roles at Vasion, Lone Wolf Technologies, Phoenix Tower International, ADT, and Entrex Capital Market, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

G Thornton is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a career beginning in 1991 following his graduation from Babson College with a Bachelor's Degree in Finance & Investments, he has over 30 years of experience in the financial services industry. He began working with Merrill in 1994 and continues to serve many long-standing clients. G Thornton's approach centers on closely working with clients to understand their changing personal and financial goals. He develops customized financial plans that guide his investment recommendations, ensuring a personalized experience grounded in high-level service. His expertise extends to areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement income. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). G Thornton resides in Marblehead, MA, and his personal interests include boating, cooking, football, music, reading, skiing, and spending time with his family.

Thaddeus Smith is a financial advisor with Edward Jones in Hyde Park, Vermont, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his financial advisory role, he is involved in the sale of firewood. 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 broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jared Hendler is a financial advisor with UBS Financial Services in Stowe, VT, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a managing member and partner of AVEMAX LLC, an entity that owns one airplane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

Mary Stiles is a financial advisor with UBS Financial Services in Stowe, Vermont, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with UBS since 2016. Outside of her advisory role, she volunteers on the finance committee for St. Johns in the Mountains, an Episcopal church, where she reviews financial statements and assists with fundraising coordination. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory solutions, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Christopher Reed is a Series 66 licensed financial advisor with Edward Jones, based in Morrisville, VT, and has three years of industry experience. He previously worked at People's United, a division of M&T Bank, and has experience in the banking and retail sectors. 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 options, managed under a fiduciary standard, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

William Barton is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 29 years of experience in the financial services industry, he provides customized wealth management, private banking, financial planning, and financing solutions. He assists clients with a broad range of financial decisions including retirement planning, education planning, business transactions, and family legacy structuring. William holds a Bachelor's degree from Susquehanna University and has earned several professional designations including Certified Exit Planning Advisor (CEPA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional responsibilities, William enjoys spending time with his family along with skiing, golfing, mountain biking, hiking, and playing drums.

John Youland is a financial advisor with Edward Jones in Morrisville, VT, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he occasionally rents out a family apartment to skiers during the season. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she has been involved with several local businesses in Vermont, including the Mad River Glen Cooperative and the Pitcher Inn. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides customized investment strategies across multiple platform arrangements and maintains both proprietary and third-party model solutions.

Richard Jacobs is a financial advisor with Edward Jones in Morrisville, VT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Jacobs serves as a Development Chair and board member for the Green Mountain Council Boy Scouts of America, where he volunteers to organize the annual Eagle Scout Recognition Celebration. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hart is a financial advisor with Edward Jones in Waterbury, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Lory is a CFP®-designated financial advisor with Edward Jones in Stowe, VT, and has eight years of industry experience. He has been with Edward Jones since 2017, following a one-year tenure at Union Bank. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large network of financial advisors and branch offices.

Omar Graddock is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 54 years of industry experience. He has been working with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Stowe, VT, Graddock's career spans several decades within the same firm group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate tools such as Monte Carlo simulations and Secular Return Estimates.

Carl Haasper is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at MassMutual Life Insurance Company and Hornor, Townsend & Kent. Outside of his advisory work, Haasper is the founder of Green Mountain Accounting & Tax P.C., a tax services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, delivering customized strategies across multiple platform arrangements.

Derek Graddock is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009, including within Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he serves on the Board of Directors for the Vermont Ski & Snowboard Museum. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Nathan Gourd is a CFA® charterholder with five years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is involved with Hoogenboom Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a variety of implementation options through independent Financial Professionals, featuring proprietary and third-party model strategies and a range of discretionary and non-discretionary portfolio management approaches.

Bruce Walbridge is a financial advisor at Edward Jones in Waterbury, VT, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shedsu, Inc. from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.