Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.

Frederick Brubaker Jr. is a CFA® charterholder with five years of industry experience, currently serving at Prentiss Smith & Company, Inc., where he has worked since 2007. The firm provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. Prentiss Smith & Company utilizes a long-term growth at a reasonable price (GARP) investment style that combines quantitative screening with fundamental analysis and offers both total-return and relative-return approaches tailored to client needs.

Prentiss Smith is a financial advisor with Prentiss Smith & Company, Inc. in Brattleboro, Vermont. He holds a Series 65 designation and has 13 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation alongside appreciation.

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.

Anthony Hemmelgarn is a CFP® with 24 years of experience in the financial services industry. He is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2018. His prior roles include positions at Park Place Financial Advisors and Pathway Financial Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kelli Warriner is a CFP® professional with 25 years of experience in the financial services industry. She is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2000. Her prior experience includes Park Place Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while offering various discretionary portfolio options and model strategies.

Steven Potwin is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. 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, brokerage, and insurance services, operating both discretionary and commission-based business channels.

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.

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

Matthew Du Bois is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in various roles, including positions at Vail Resorts at Mount Snow and Tiger Fish Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Spencer Adams is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Valet Park of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Sara Kermenski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Cambridge and its affiliate firms since 2011 and previously worked at The Richards Group. Outside of advising, she serves as treasurer of the Marlboro Nordic Ski Club and is a board member of the Vermont Women’s Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of strategies from proprietary models to third-party managers.

Beth Ann Graf is a financial advisor with Merrill in Newfane, Vermont, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Merrill since 1981. She serves as a board member of the Trustees Board for Lake Ronkonkoma United Methodist Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Twombly is a financial advisor with LPL Financial based in West Chesterfield, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Bay Financial Advisors, Inc. and LPL Financial since 2004. He provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisor firm. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Nicholas Du Bois is a CFP® and holds a Series 66 license, currently with Edward Jones in Brattleboro, VT. He has 13 years of industry experience, all with Edward Jones since 2012. 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment options through a large nationwide network of advisors and branch offices.

Michael Brown is a CFP®-designated financial advisor with Ameriprise in Brattleboro, VT, and has three years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for four years and was employed at Mountain Sun Community School for seven years. In addition to his advisory role, he is involved in outside insurance sales, including life, disability, long-term care, and fixed annuities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christopher Wilson is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at MassMutual and Enterprise Holdings, as well as a brief period managing an eBay account buying and selling sports memorabilia. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs, including educational seminars and event-driven planning such as divorce and estate settlement.

Olivia Lezcano is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation. She has brief industry experience and previously worked in various roles outside finance, including positions at The Door Shop and Concordia University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Paige Fernot is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and eight years of experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at The Gathering Place and Catamount Carpet Cleaning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Gordon Macey is a financial advisor with Mass Mutual Investors Services in Marlboro, Vermont, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Outside of his financial advisory work, he owns Restless Kind Management, LLC, a music and songwriting business. 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 offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Cetera Advisors LLC and has owned Clear Sailing Investment Group since 2009. Outside of advisory work, he owns real estate ventures including TC Legacy LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Christopher Stoner is a financial advisor with LPL Financial in West Chesterfield, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Columbia Management Investment Distributors, Measured Wealth Private Client Group, and Eaton Vance Management. Outside of his advisory work, he is involved with Twombly Wealth Management Group, which includes an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Travis Shine is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, including both Ameriprise Financial Services, Inc. and Ameriprise. Outside of his advisory work, Shine serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bridget Bokum is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following 12 years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew George is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Center for Human Development from 2014 to 2018. He is also a service member in the United States Army Reserve, a role he has held since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Adrian Lezcano is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held roles in education and community organizations, including SAU29, Monadnock Coop, and Granite State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial 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.

Matthew Gordon Macey is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliated firms since 2025. Prior to entering the financial services industry, he held various roles in education and human resources, including positions at Elon University and multiple schools in Vermont. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Josephine Leise is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Brattleboro, VT. She has four years of industry experience, including prior roles at Equitable Advisors, LLC and independent financial advisory work. Outside of finance, she has been involved with several local businesses, including Hitchcock Brewing Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a focus on retirement income planning through its Ameriprise Premier Retirement Income service. The firm offers tailored recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Ana Saavedra is a financial advisor with Edward Jones in Brattleboro, Vermont, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate through managing rental properties and a family partnership. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Athan Vorilas is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of his advisory role, he serves as president and CEO of Lighthouse Financial Network and is active in his community as a parish council board member of St. Nicholas Greek Orthodox Church. OSAIC serves a diverse client base including individuals, institutions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a variety of portfolio construction tools, third-party money managers, and model account solutions.

Joshua Roberts is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and also has a background in real estate through Roger J. Roberts Real Estate. Outside of his advisory role, he serves as Vice President of Shared Housing Inc, an organization focused on promoting education and advocacy for shared housing benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional capabilities including a trust company and securities-based lending options.

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.