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.

Chad Tsounis is a financial advisor with Valic Financial Advisors in Fairfax, VT, holding a Series 66 designation and 17 years of industry experience. He has worked at VALIC Financial Advisors since 2009 and is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through a large network of advisors and emphasizing centralized technology and model solutions.

Andrea Kelley is a financial advisor at UBS Financial Services with 20 years of industry experience. She has held positions at UBS since 2018 and previously worked at Scottrade, Inc. for 14 years. Kelley holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from UBS Global Research and the Chief Investment Office.

Nathanael Vincent is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Harris is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and two years of industry experience. His prior roles include positions at ARIS Solutions, Baystate Financial, and Saint Michael's College. He also has experience outside finance, including work with Zero Gravity Craft Brewery. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a focus on managed accounts and algorithmic automation in its retirement planning approach.

Kerri Churchill is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 credentials. In addition to her advisory roles, Churchill serves as treasurer of the Sheldon Historical Society and is a board member of a public entity through her own firm, Kerri Churchill, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers both proprietary and third-party investment strategies and supports a variety of custody and platform options tailored to client objectives.

Jeffery Thompson is a financial advisor with Ameriprise in Essex Junction, VT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with R&D Holdings LLC, providing concierge client service support for Ameriprise Financial practices. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions and utilizes algorithmic automation alongside oversight committees to support its retirement planning services.

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Renee Yagoda is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including prior experience at Marsh. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, generally those with at least $1 million in net investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team that delivers tailored, algorithm-assisted retirement income recommendations.

Stephen Riggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial and its predecessor firm since 2002. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Cloutier is a financial advisor with LPL Financial possessing six years of industry experience. He previously worked at SilverLake Wealth Management, LLC and was involved with Vermont Expos, Inc., operating the Vermont Lake Monsters. Outside of advisory work, he has engaged in reselling household items on a marketplace platform in Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marcy Smith is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at People's United Bank for 13 years. Outside of her advisory role, she is involved as a stylist selling beauty products through Color Street LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations focused on income sources and withdrawal strategies.

Nathan Wolfe is a CFP® professional with five years of experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to his role at Edward Jones, he worked part-time in law enforcement for the Town of Morristown and at the Lamoille County Sheriff's Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Lambesis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Northcountry Federal Credit Union, Cuso Financial Services, Cadaret, Grant & Co., Inc., New England Securities, and Equity Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Timothy Walsh is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013 in various capacities. Outside of his advisory role, he has business ownership interests including a non-investment-related venture under R&D Holdings. Ameriprise is a large institutional firm offering a retirement-income planning service targeting clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Seth Blanchard is a financial advisor with Ameriprise, holding a Series 66 license and over 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns and oversees management of a mortgage holding company involved in commercial real estate. Ameriprise provides retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Beaulieu is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Lincoln Investment Planning, LLC and Bankers Life Securities, Inc. Beaulieu is also the owner of Level Four, a business involved in selling fixed annuities. 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, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.

Kristi Rocheleau is a financial advisor with Ameriprise in Colchester, VT, holding a Series 66 designation and over 29 years of experience, including a long tenure at Vermont Student Assistance Corp. She joined Ameriprise in 2025 after nearly three decades with VSAC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Jason Dubois is a financial advisor with Ameriprise in Williston, VT, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he is co-owner of a mortgage holding company, SJB Holdings, and a financial planning company, R&D Holdings. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.