Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Karen Ogden is a CFP® with 19 years of industry experience and currently serves as an advisor at Envest Asset Management, LLC. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm uses a holistic investment approach that combines client-specific policy development with primarily passive strategies, incorporating ESG/SRI options and educational programs for clients and plan participants.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.

David Bogonovich is a financial advisor at Centurion Wealth Management with 27 years of industry experience. He has worked at Centurion Wealth Management since 2022 and previously spent five years at Spire Wealth Management and ten years at Atlas Private Wealth. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting, with an emphasis on diversified, asset-allocation driven portfolios overseen by an investment committee. The firm also offers private investment opportunities and serves as a sub-adviser to special purpose vehicles for eligible clients.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.

Willard Watson is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Gwfs Equities, Inc. and Sykes Hollow Innovations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Michael Mccormick is an International Wealth Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients’ long-term goals, leveraging the investment insights of Merrill alongside the banking and lending services of Bank of America. His client focus areas include family wealth management strategies, institutional investment consulting, international wealth management, liquidity management, portfolio management services, and small business strategies. Michael holds a Bachelor's Degree from Ohio Wesleyan University and is a Personal Investment Advisor (PIA). He is fluent in English, Spanish, and Portuguese, which supports his practice in international wealth management. In addition to his professional work, Michael participates in community volunteer efforts, embracing Merrill’s tradition of community involvement.

James Coleman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Cetera since 2023 and previously worked at Archstone Financial. Outside of his advisory role, Coleman is involved with the International Skiing History Association as Membership and Marketing Director and owns Coleman Education Group, which provides educational tutoring and college advising. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets.

Michael Sherman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he builds and sells wooden furniture in Dorset, VT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Bryan Biagioli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining Cambridge in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2022. He is also the founder of Maple Wealth, a separate advisory business based in Manchester Center, VT. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using multiple platform arrangements and proprietary as well as third-party investment strategies.

Paul Vigue is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2020, following nine years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Bruce Wilson is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in managing investment-related entities including Dorset Advisors II, LLC, and Wilson GGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad financial planning and investment services platform. The firm offers tailored advice using proprietary research and planning tools, with services that include cash-flow, retirement, wealth transfer, and specialized planning for business owners, athletes, and others.

Daniel Coppens is a financial advisor at Ameriprise with 18 years of industry experience. He previously worked at BlackRock Investments LLC for 12 years. He serves on the Board of Directors for Equinox Preservation Trust in Vermont. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations.

Claudia Cedrone is a financial advisor with Edward Jones in Granville, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.