Dennis Voigt is the owner and principal of DWV Advisors, LLC, based in Essex Junction, VT. He holds the PFS™ designation and Series 65 license, with 16 years of experience in financial advisory services. In addition to his advisory practice, he is president and majority owner of the CPA firm DWV CPA PC, which he founded in 1990. DWV Advisors, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm uses a bottom-up quantitative investment process that incorporates fundamental, technical, and cyclical analysis, and combines passive and active strategies with ongoing due diligence, including monitoring of recommended outside managers.

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners with seven years of industry experience. He holds a Series 65 designation and has worked at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners provides discretionary and non-discretionary portfolio management to individuals, charitable foundations, other advisers, and pooled investment vehicles, using a concentrated, thesis-driven value strategy focused on mispriced equities with a multi-year horizon and high-conviction positions. The firm also sponsors a private pooled fund that may employ a broader set of investment techniques, including private unlisted investments, hedges, short positions, and leverage.

Connor Brisson is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2020. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and NorthCountry Federal Credit Union. In addition to his advisory work, he holds an insurance license and provides life, health, disability, long-term care, and fixed annuity products. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, emphasizing tailored, consultative planning and acting as a fiduciary for its clients.

John Morlock is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Tiaa-CREF, People's Securities, Inc., and Chittenden Securities, LLC. Outside of his advisory role, he serves as CFO of a property maintenance and landscaping company he co-founded with his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Caroline Boudreau is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at National Life Group and Fidelity Investments. Outside of her advisory role, she is an agent servicing and selling fixed products for Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using both long-term strategies and options for shorter-term trading, combining broker-dealer activities with SEC-registered investment advisory services.

Stephen Simmons is a financial advisor with Equity Services, Inc. and Simmons Financial Partners, holding Series 65 and Series 66 credentials and 23 years of industry experience. He previously worked at People's Securities for nine years. Outside of advising, Simmons serves on the board of the Bennington Rescue Squad, where he provides oversight and guidance on budgeting and finances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term strategies and options for shorter-term trading.

Keven Graber is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes nine years at CCO Investment Services Corp and seven years at Ameriprise prior to joining Key Investment Services in 2017. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with platform services from Envestnet, portfolio design by its Chief Investment Office and third-party managers, and integrates capabilities from KeyCorp affiliates.

Trystan Maddalena is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at The Vermont Agency and Vermont Tent Company. Outside of his advisory duties, Maddalena coaches boys' hockey at Essex High School. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

Starr Barnum V is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equity Services since 2002. In addition to his advisory role, he prepares tax returns for friends and family and teaches software training to other life insurance agents. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and frequently utilizes third-party asset managers and model portfolios.

Michael Mccormick is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Northfield Savings Bank, TD Bank, and Merchants Bank. Outside of his advisory role, Mccormick serves as a volunteer school board member for Rice Memorial High School and is a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third‑party asset managers, combining long-term and specialized investment strategies.

Lawrence Perez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chad Fitzpatrick is a financial advisor with NewEdge Advisors, holding Series 63 and 66 licenses and 19 years of industry experience. His prior roles include positions at TIAA, TIAA-CREF, and T. Rowe Price Advisory Services. Outside of his advisory work, he is a licensed life and health insurance agent. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of investment management and consulting services and utilizes a variety of program structures combining in-house and third-party managers, with centralized due diligence and technology integration.

Megan Hand is a CFP®-certified financial advisor with Equity Services, Inc. in Colchester, VT, where she has worked since 2020. She has seven years of experience with National Life Group from 2012 to 2019 and continues to be associated with them. Outside of her advisory work, she serves as a volunteer finance committee member for Blessed Sacrament Parish and is secretary and board member for Stowe Youth Baseball. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans through a range of advisory platforms and a network of investment adviser representatives.

Aaron Gaines is a CFP®-certified financial advisor at Equity Services, Inc. with four years of industry experience. He has worked at Equity Services since 2022 and also holds a position at Landmark Financial. Outside of his advisory roles, Gaines is involved in his community as a member of the Greater Vergennes Rotary and coaches men's soccer for Addison United Soccer. Equity Services, Inc. (dba ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Castillo is a CFP® professional with 24 years of industry experience. He has been with Equity Services, Inc. since 2003 and has also worked with National Life Group since 2001. Outside of his advisory roles, he serves on the board of a local homeless shelter and has leadership roles in Cub Scouts. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms combining long-term strategies with options for short-term trading and utilizes third-party asset managers and model portfolios.

Christopher Mingone is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Dealer.com. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

Michelle Lawrence is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Ms. Lawrence has worked at National Life of Vermont and Equity Services since 2002. Outside of her advisory role, she is involved in tax preparation and serves on the finance committee at Northwestern Medical Center, as well as the audit committee for Vermont Catholic Charities. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with third-party asset managers and model portfolios, offering both discretionary and non-discretionary account management.

Christopher Saras is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equity Services and National Life Group since 2014. Outside of finance, he serves as a rugby referee with the New England Rugby Referees Society. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client needs.