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, currently serving as an advisor at Envest Asset Management, LLC since 2022. 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, offering portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm employs a primarily passive investment strategy combined with client-specific policy development and offers ESG/SRI options and educational seminars for clients and plan participants.

Morgan Roberts is a financial advisor at Manchester Capital Management LLC with 26 years of industry experience. He has been with Manchester Capital Management since 1998. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

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.

Brian Vogel is a CFA® charterholder with 16 years of industry experience. He has been with Manchester Capital Management LLC since 2009. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and a vetted selection of third-party managers.

Griffin Sivret is a financial advisor at Manchester Capital Management LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Manchester Capital Management since 2012. Manchester Capital Management provides advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process centers on customized Investment Policy Statements and strategic asset allocation, managing portfolios through a vetted list of third-party managers and offering private fund management, family office services, and private real estate development.

David Bogonovich is a financial advisor with Centurion Wealth Management in Dorset, VT, holding 27 years of industry experience. His prior roles include positions at Spire Wealth Management and Atlas Private Wealth. He operates a related business under the name Northeast Money Management for expense, tax, and marketing purposes. Centurion Wealth Management serves high-net-worth individuals, families, and employer plans, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs diversified asset allocation and a combination of fundamental, quantitative, qualitative, technical, and cyclical analysis, while also acting as a sub-adviser to third-party managed special purpose vehicles.

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.

Edward Cronin Jr. is a financial advisor with Manchester Capital Management LLC in Manchester, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Manchester Capital Management since 1993 and also serves with the Equinox Conservative Fund, L.P. since 1992. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, employing a strategic asset allocation approach and ongoing portfolio monitoring.

Bartholomew Earley is a CFP® and CFA® with 18 years of industry experience. He has been with Manchester Capital Management LLC since 2007. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and acts as investment adviser and Managing General Partner for a series of private limited partnerships, with an investment process focused on strategic asset allocation and ongoing portfolio monitoring.

Cynthia Rozelle is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Manchester Capital Management since 2014. Outside of her advisory role, she is the owner of Transport Jakyla LLC, a trucking business. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and ongoing portfolio monitoring.

Rachel Lauber is a CFP® with 12 years of experience in the financial advisory industry. She is currently affiliated with The Patriot Financial Group, LLC in Salem, NY, and has previously worked at Cetera Financial Specialists LLC, Securities America, and Investacorp. Lauber also operates Flex Financial Planning, focusing on helping clients create personal statements of purpose and develop financial goals and investment strategies. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, retirement plan advisory, and consulting services. The firm constructs tailored portfolios using a combination of charting, fundamental, and technical analysis, with ongoing supervision and periodic account reviews.

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.

Brenna Massaro is a CFP® with 14 years of experience in the financial services industry. She has worked at Money Concepts Capital Corp since 2011 and concurrently at The Bank of Bennington since 2010. Outside of her advisory role, she is the owner of the Shaftsbury Country Store. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $3.33 billion across various account structures using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Patrick Kimmell is a financial advisor at Edward Jones in Greenwich, NY, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2020 and has prior work experience in various roles, including at UPS and hospitality-related positions. 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 strategies, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

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.

Breanna Lundy is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked since 2010, totaling 16 years of industry experience. Outside of her advisory role, she serves as an educator providing academic counseling to middle school students and holds a part-time position as a county councilman. She is also co-owner of a family farm that sells grass-fed beef. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad offering that includes both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest advisor and branch networks in the industry.

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.

Lori Lennox is a financial advisor with Edward Jones in Greenwich, NY, holding the Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2000. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.