Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

Shannon Clark is a Certified Financial Planner® with 10 years of industry experience. She has worked at The Alchemists, LLC since 2026 and previously held roles at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors, focusing on long-term, passive asset-allocation strategies combined with fundamental and technical analysis. The firm serves approximately 90 clients with a small, two-advisor team and offers educational workshops and seminars at no charge.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

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 licenses and has worked with firms including Belpointe Asset Management, Brookwood Investment Group, and Waddell & Reed. Outside of advisory services, she is an independent insurance agent. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors and participants, focusing on long-term, passive asset allocation strategies supplemented with fundamental and technical analysis. The firm manages approximately $25 million for around 90 clients and offers educational workshops and seminars at no charge.

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.

Brian McKenna is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Bennington Financial Planning Group since 2010. He also maintains a role with D.B. McKenna & Co., Inc., a broker-dealer firm, dedicating half of his time to each business. In addition to his advisory work, McKenna is a member of the Bennington Redevelopment Group LLC, which focuses on revitalizing the downtown Bennington community, and he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, utilizing both long- and short-term trading strategies including covered-call writing, with accounts reviewed regularly and discretionary management available.

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.

Deborah Lane is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been associated with Commonwealth and Center Square Asset Management since 2005, where she is also a vice president and 50% owner of the operating company. Additionally, Lane provides tax preparation services as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while its Investment Management and Research team manages discretionary 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.

Kenneth Lane is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 registrations and 32 years of industry experience. He has been with Commonwealth and Center Square Asset Management since 2005, where he serves as president and 50% owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Timothy Bloomer 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 LLC and the University of Maine. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes ETF-based portfolios and proprietary algorithms.

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.

Christopher Karampatsos is a financial advisor at Commonwealth Financial Network with 7 years of industry experience. He holds a Series 66 designation and has worked previously at MountainOne Bank and through his own firm, Karampatsos & Associates, LLC. Outside of advisory work, he manages Karampatsos Tax Service and serves as office manager at Berkshire Carpet, Inc., a longstanding family business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of advisors. The firm provides a broad platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services.

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 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2003 and has been associated with Adams Community Bank for 17 years. Outside of his advisory role, he operates under DBAs including Union Capital Partners, LLC, and Adams Community Investment Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

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.