James Williams is a CFP® professional with 19 years of experience, currently serving at Williams Financial, LLC since 2005. He has worked as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm combines a long-term investment approach with tactical asset allocation and various analytical methods, offering clients both integrated wealth management and investment-only options.

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.

Meredith Phippen is a financial advisor at Williams Financial, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Williams Financial since 2019. Prior to her current role, she had brief engagements at Bennington College and Renee J. Jacobs, CPA, and spent six years at Evan Wilson Studios. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting for individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary, combining fundamental, technical, and cyclical analysis with modern portfolio theory to deliver tailored investment strategies and offers additional in-house accounting, tax preparation, and bookkeeping services.

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.

Tyler Cinelli is a CFP® professional with 15 years of industry experience. He has worked at Williams Financial, LLC since 2017 and previously held roles at LT Trust and America's Best 401k. Williams Financial, LLC offers fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and employs low-cost mutual funds and ETFs across diversified allocation models.

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.

Daryl Spirka is a CFP® professional with 20 years of industry experience, currently serving at Williams Financial, LLC since 2015. He has prior experience at Lonergan And Thomas Insurance and has operated his own CPA practice since 2002. Outside of financial services, he owns and operates Passion 4 Sports, a sporting goods business in Wilmington, VT. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting services to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and multiple analytical methods, offering both integrated wealth management and digital portfolio options.

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.

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.

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.

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.

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 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.

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.