Carrie Mc Donnell is a financial advisor at One Day In July LLC with three years of industry experience. She holds a Series 65 designation and previously worked for sixteen years at White River Valley Supervisory Union. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC 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 employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Liam Connolly is a financial advisor with Edward Jones in Randolph, VT, holding a Series 66 designation and two years of industry experience. His prior roles include various positions at CU Boulder and Boulder Reservoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Brandon Gorman is a Series 66-licensed financial advisor with Edward Jones in Randolph, Vermont. He has seven years of industry experience, including four years at BMG Moving Inc. prior to joining Edward Jones in 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Malcolm Mead is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cambridge Investment Research Advisors since 2021, following previous roles at Cambridge Investment Research, Inc. and Fcg Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.