Harper Phillips is a financial advisor at Btv Capital LLC in Burlington, VT, holding a Series 65 designation with nine years of industry experience. He has been with Btv Capital LLC since 2015 and previously operated Vennor Group LLC as a self-employed advisor from 2002 to 2017. Btv Capital LLC is a single-advisor registered investment adviser providing discretionary investment management and advisory services to a limited number of clients, including individuals, institutions, and pooled vehicles. The firm employs a volatility-based trading strategy focused on equity and index options, futures, and options on futures, using derivatives and leverage with an emphasis on growth and speculation rather than broad diversification.

Patrick Howell is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life, and MassMutual. Outside of finance, he co-owns Dynamic Cycling Adventures, a business focused on mountain bike clinics and coaching. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Ronald Sanville Jr. is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Benefitscorp, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

David Gwatkin is a financial advisor with Edward Jones in Lyndonville, VT, holding a Series 66 designation and 13 years of industry experience. He 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 under management and offers 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.

Vincent Petrangelo is a financial advisor with Ameriprise in Newark, VT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes 12 years at Raymond James & Associates and over six years with Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Gwatkin is a financial advisor at Edward Jones with a Series 66 designation. She joined the firm in 2025 after a 26-year career at Northeastern Vermont Regional Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Brian Cussimanio is a financial advisor with LPL Financial in Lyndonville, VT, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at Edward Jones, The Vermont Agency/Equity Services, Morgan Stanley, and Citigroup Global Markets. He is also involved as a Trust Officer and Investment Advisor with Community Financial Services Group, LLC. 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 offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research tools and a broad platform that includes insurance and credit products.

Joseph Le Clair II is a financial advisor with Edward Jones in Lyndonville, VT, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.