Shannon Clark is a CFP® professional with 10 years of experience in financial advisory services. She is currently with The Alchemists, LLC and has previously worked at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists, LLC serves individual investors and employer-sponsored retirement plans by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm focuses on long-term, asset-allocation oriented portfolios primarily using passive vehicles, provides ongoing planning support, and hosts educational workshops and seminars.

Matthew Sauer is a financial advisor at MDS Wealth Advisors, LLC, holding a Series 65 credential with 20 years of industry experience. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, a subscription-based financial publication providing educational and analytical content. Sauer practices law and occasionally offers related advice or products to clients outside of his advisory role. MDS Wealth Advisors offers discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term trading approach, utilizing fundamental, technical, cyclical, and quantitative analyses alongside modern portfolio theory to guide investment decisions.

Margaret Koosa is a financial advisor at The Alchemists, LLC in Stamford, Vermont, with 14 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at firms including Belpointe Asset Management and Brookwood Investment Group. Outside of her advisory role, she is an independent insurance agent. The Alchemists, LLC serves individual investors and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term, asset-allocation focused portfolios using mostly passive investments and offers ongoing client education and fiduciary support for retirement plans.

Matthew Cowie is a financial advisor with MDS Wealth Advisors, LLC in Williamstown, MA, holding a Series 65 designation and 10 years of industry experience. He has been with MDS Wealth Advisors since 2015 and is also associated with Mutual Fund Investor Guide, LLC. The firm provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. MDS Wealth Advisors employs a long-term trading approach using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.

Carlos Lluch is a CFP® with 35 years of experience in the financial services industry. He has worked with LPL Financial since 1996 and has been with Perennial Financial Services since 2017. In addition to his advisory role, he operates an insurance agency, Insurance Options, which he has been involved with since 1989. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual, trust, pension, and corporate clients. The firm utilizes a range of investment strategies tailored to client goals and integrates advanced technology, including AI tools and multi-custodian platforms, managing approximately $2.5 billion in discretionary assets.

Patricia Small is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a PFS™ designation and Series 65 license. She has 15 years of industry experience, including prior roles at Marcum Wealth, LLC and Filomeno & Company, P.C. Outside of her advisory work, she serves as a trustee of multiple trusts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Stephen Simmons is a financial advisor with Equity Services, Inc. He holds Series 65 and Series 66 credentials and has 23 years of industry experience. Prior to joining Equity Services in 2018, he worked at People's Securities for nine years. Simmons is also involved in managing accounting and tax preparation services through Simmons Financial Partners and serves as a board member of the Bennington Rescue Squad, where he provides oversight on budget and finances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a range of third-party asset managers and model portfolios.

Seth Shepard is a financial advisor with Kestra Advisory and holds the Series 66 designation. He has four years of industry experience with prior roles at Commonwealth Financial Network and Girardi Distributors. Based in Williamstown, MA, he provides investment advisory services and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm supports its recommendations with due diligence and serves large investors, including sovereign wealth funds, under a comprehensive supervisory framework.

Shawn Leonard is a financial advisor with Commonwealth Financial Network based in Bennington, VT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to his current role, he worked at MountainOne Bank’s investment group for 14 years. Leonard also engages in fixed insurance sales as a minor part of his business activities. 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 operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Doris Karampatsos is a CFP® professional with 25 years of experience in financial advising, currently affiliated with Commonwealth Financial Network. She is co-owner of Karampatsos & Associates, LLC, and also provides tax preparation and accounting services through Karampatsos Tax Service. Her prior experience includes a 12-year tenure at MountainOne Bank's investment group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services including model portfolio management, retirement plan consulting, and access to third-party asset managers. The firm functions as a platform provider, delivering operations, technology, compliance, and practice-management support to affiliated advisors.

Jason Dohaney is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and previously worked for MountainOne Bank and Commonwealth Financial Network for 15 years. He serves on the board of the Southwestern Vermont Health Care Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages a broad range of assets and serves large institutional investors, including sovereign wealth funds.

Thomas Mckeon is a financial advisor with Commonwealth Financial Network in Williamstown, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at infinex Investments, Inc. for five years before joining Commonwealth in 2018. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance through Mountain One Investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering a range of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct portfolios using diverse securities and insurance products.

Jason Jeffers is a financial advisor at Equity Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including National Life Group, LPL Financial, and People's United Advisors. Outside his advisory roles, Jeffers owns J&S Wealth Advisors, a consulting business providing guidance on non-financial services matters. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with third-party asset managers and provides advisory programs through a network of representatives.

Scott Salway is a financial advisor with Eagle Strategies (NY Life) based in Wilmington, VT, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Eagle Strategies since 2024 and operates Salway Financial Strategies, which offers New York Life products and brokers non-registered insurance products. Outside of his advisory work, Salway coaches a competitive high school snowboard team and facilitates after-school nature walk and chess programs. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored advice across multiple program types and manages most assets on a non-discretionary basis, working closely with institutional sponsors within an integrated New York Life affiliate structure.

Christopher Karampatsos is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked previously at MountainOne Bank and operates Karampatsos Tax Service, where he provides tax preparation services. Outside of finance, he is involved in managing Berkshire Carpet, Inc. and co-owns Karampatsos & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.

Patricia Sanchez Marin is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 credentials and 22 years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and solutions.

Ellen Bauers is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds a Series 63 designation and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to her advisory role, she is also an insurance agent involved in the sales and servicing of individual life, equity fixed life, fixed annuities, long-term care, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software to analyze client goals and offers various investment and event-driven planning programs.

Sean Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with LPL Financial since 2003 and has been affiliated with Adams Community Bank since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Chick is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he serves as a committee member and fundraiser for the Deerfield River Watershed Chapter of Trout Unlimited. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm’s planning engagements are annual and collaborative, using firm-approved analysis tools to develop recommendations primarily focused on investment categories and strategies.

Karen Kettles is a financial advisor at Edward Jones with 34 years of industry experience. She has been with Edward Jones since 1995. Outside of her advisory role, she serves as an elected trustee for the Adams Free Library in Adams, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Ryley Gaudreau is a financial advisor at Edward Jones in Bennington, VT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Regina Gray is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Haley Ward, Inc. and Geosyntec Consultants, Inc. She is based in Adams, Massachusetts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Robert Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he owns and maintains rental properties in North Adams, MA. 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, offering a range of advisory programs, managed strategies, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Katrina Lastih is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jason Partyka is a financial advisor with Ameriprise in Wilmington, VT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Director of Operations for Platinum Service Solutions Inc., overseeing management activities at their Bethesda office. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement planning through a centralized consulting team.

Steven Fenyves is a CFP® professional affiliated with OSAIC with 32 years of industry experience. He has worked at OSAIC since 2024 and previously spent 19 years with Securities America Advisors Inc. and Securities America, Inc. He is also president of Valued Wealth Management Inc., where he has served for over two decades. Outside of his advisory roles, Fenyves volunteers with the Florida Chapter of the U.S. Holocaust Memorial Museum Professional Action Committee. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across diverse investment options, with portfolios managed on discretionary or non-discretionary bases.