Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aaron Wealth Advisors and Specialist TeleMed LLC. Before entering finance, he spent seven years at Saudi Aramco. Ox Lux Advisory LLC serves individuals, high-net-worth clients, and charitable organizations with financial planning and portfolio management tailored to client goals and risk tolerance. The firm uses a combination of modern portfolio theory, quantitative, and technical analysis, providing regular account reviews and customized investment strategies.

Hudsen Hagland is a CFP® professional at AFS Wealth Management LLC with five years of industry experience. Before founding AFS Wealth Management, he worked at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. AFS Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm employs model portfolios based on modern portfolio theory, charting, and cyclical analysis, managing a range of asset types with discretionary trading authority while accommodating client restrictions.

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.

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

Jennifer Kane is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2020, with prior roles at Greenwich Associates, Hawkshaw, LLC, and Hedgeye Risk Management, LLC. Outside of her advisory work, Kane is president of Green Mountain Media Group LLC, a local magazine publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, and supports a broad range of investment solutions through multiple management platforms.

Gary Len is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial or its affiliates since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools to tailor advice to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Maria Horne is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she was associated with Claremont Financial Services and has held roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.

Clay Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Infinex Investments, Northfield Savings Bank, Edward Jones, Wells Fargo Clearing, A.G. Edwards & Sons, and Fidelity. Outside of his advisory work, he is an owner of multiple apartment buildings in Northfield, Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for operational and research assistance.

Kayla Putnam is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC and Claremont Financial Services. She serves as a director and board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through advisory programs and institutional consulting.

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Amy Duffy is a financial advisor at Edward Jones in Springfield, VT, holding the ChFC® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016, following three years at West River Family Dental. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Smiles is a Senior Financial Advisor and the founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has worked extensively with entrepreneurs, executives, and high-net-worth families nationwide. He leads a team dedicated to high-touch, relationship-driven service and works closely with each client’s legal and tax advisors to deliver fully integrated financial strategies. His role includes overseeing client relationships and developing investment allocation models for both individual and corporate clients. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a B.A. in Economics from Bates College. His areas of expertise encompass corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plan services, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Residing in Weston, Vermont, Christopher lives with his wife Missy and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, yoga, and participates in community events such as the Nantucket Race Week - Rainbow Parade.

Steven Schmitt is a CFP® professional with 24 years of industry experience, currently serving at Raymond James & Associates since 2022. He previously worked at Morgan Stanley Private Bank and Wells Fargo Clearing. Schmitt is also an author, working on a book titled "Capitalizing on Climates," expected to be published in early 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jeffrey Jacobs is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill since 1991 and is also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he owns a sole proprietorship focused on an owner-occupied brownstone investment and serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. Merrill, along 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 strategies for a range of individual and institutional investors.

Becky Vittum is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services Advisors and Dale's Radiator Service, as well as a longstanding association with Claremont Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Ashleigh Mc Farlin is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial. She previously worked at Zuraw Financial Advisors before joining LPL Financial and Claremont Financial Services in 2019. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Edward Jones for 22 years before joining Raymond James. Maki serves as a finance and investment committee member and director for the Claremont Development Authority and is an officer and treasurer of the nonprofit The Well Collaborative NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical models to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Derek Karner is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services Inc. for seven years. Outside of his advisory role, Karner is involved as a trustee of the Karner Family Trust and is a partner at Diamond Point Wealth Partners. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.