Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Karen Ogden is a CFP® with 19 years of industry experience, currently serving as an advisor at Envest Asset Management, LLC since 2022. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm employs a primarily passive investment strategy combined with client-specific policy development and offers ESG/SRI options and educational seminars for clients and plan participants.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.

David Bogonovich is a financial advisor with Centurion Wealth Management in Dorset, VT, holding 27 years of industry experience. His prior roles include positions at Spire Wealth Management and Atlas Private Wealth. He operates a related business under the name Northeast Money Management for expense, tax, and marketing purposes. Centurion Wealth Management serves high-net-worth individuals, families, and employer plans, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs diversified asset allocation and a combination of fundamental, quantitative, qualitative, technical, and cyclical analysis, while also acting as a sub-adviser to third-party managed special purpose vehicles.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

James Mirenda is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal solutions, utilizing model portfolios primarily composed of mutual funds and ETFs supplemented by alternative investments and specialty platforms.

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.

Willard Watson is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Gwfs Equities, Inc. and Sykes Hollow Innovations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, VT, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Theodore Andres is a financial advisor with Ameriprise, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he volunteered as a tax preparer and reviewer for low-income individuals through the Champlain Valley Office of Economic Opportunity. He also works seasonally as a bartender at weddings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies.

Colton Blackman is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Eaton Vance Management and CUNA Brokerage Services, Inc. Outside of his advisory role, he is a business owner of First Chair Syrup, Inc., a company unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Michael Sherman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he builds and sells wooden furniture in Dorset, VT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Bryan Biagioli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining Cambridge in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2022. He is also the founder of Maple Wealth, a separate advisory business based in Manchester Center, VT. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using multiple platform arrangements and proprietary as well as third-party investment strategies.

Paul Vigue is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2020, following nine years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Bruce Wilson is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in managing investment-related entities including Dorset Advisors II, LLC, and Wilson GGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad financial planning and investment services platform. The firm offers tailored advice using proprietary research and planning tools, with services that include cash-flow, retirement, wealth transfer, and specialized planning for business owners, athletes, and others.

Daniel Coppens is a financial advisor at Ameriprise with 18 years of industry experience. He previously worked at BlackRock Investments LLC for 12 years. He serves on the Board of Directors for Equinox Preservation Trust in Vermont. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations.

Zerihune Finn is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aldermans Toyota from 2013 to 2018. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Claudia Cedrone is a financial advisor with Edward Jones in Granville, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. Her career includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.