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.

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

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 four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to 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 placing emphasis on capital preservation.

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.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Richard Anderson is a financial advisor with Flagship Harbor Advisors, LLC in Walpole, NH. He holds a Series 66 designation and has 18 years of industry experience. Anderson has been with Flagship Harbor Advisors since 2012 and has also worked with LPL Financial since 2011. Outside of his advisory work, he refers personal injury and medical-related cases to attorneys under established referral fee practices in New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis across various trading strategies.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several 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 individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary investment solutions, including a digital advisory program and managed accounts.

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.

Steve Palmer is a financial advisor with Osaic Institutions, Inc. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior work includes roles at Infinex Investments, NHTrust, Securities America Advisors, Securities America Inc., and MetLife Securities Inc. Palmer serves as a nonprofit board member for Families in Transition, an organization focused on preventing homelessness. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions through a hybrid adviser and broker-dealer structure.

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.

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 operated Bay Financial Advisors, Inc., an independent investment advisory firm, since 2004. His other business activities include management of related advisory entities in Brattleboro, VT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, incorporating discretionary and non-discretionary management alongside model portfolios, research, and various innovative technologies.

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.

William Stevens is a financial advisor at Edward Jones in Bellows Falls, VT, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Lawrence Raff is a financial advisor with Cetera, holding a Series 63 license and over 43 years of industry experience. His career includes prior roles at Raff Financial Services, Inc. and Penn Equities Inc., along with more than a decade at Cetera Wealth Services, LLC. Raff is also a licensed notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jessica Fuller is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. She serves on the board of Stonewall Farm in Keene, NH, where she participates in fundraising and strategic planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

Christopher Stoner is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior roles include positions at Columbia Management Investment Advisers and Distributors from 2011 to 2017, as well as IFS Securities and Measured Wealth Private Client Group. He is involved with Twombly Wealth Management Group, which includes an insurance agency operation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research.

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.

Jeffrey Jacobs is a financial advisor with Merrill in Saxtons River, VT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill for over three decades and concurrently with Bank of America for 15 years. Outside of his advisory work, Jacobs owns a proprietorship that manages an owner-occupied brownstone and serves on the board of Vermont Academy, a private boarding school in Saxtons River. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Charles Salisbury is a financial advisor with Edward Jones in Walpole, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at The Home Depot for 12 years. 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 and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Ryan Astley is a financial advisor at Edward Jones in Walpole, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Haakon Construction Services Inc. and Dynamic Yield, a Mastercard Company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Richard Francis is the sole advisor at Cygnet Investment Co., Inc. in Walpole, NH, with 36 years of industry experience. He has been with Cygnet Investment Company, Inc. since 1985. Cygnet Investment Co., Inc. is an independent, single-advisor firm that provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.4 million in assets across about ten client relationships, maintaining a concentrated client base with a high advisor-to-client ratio.