David Bullock is the principal of Arque Advisors, LLC in Morgan, Vermont, holding Series 63, 65, and 66 licenses with over two decades in the industry. He has worked at Arque Advisors since 2005 and at Milton Associates LLC since 2002. Arque Advisors provides investment management and consulting services to individuals, institutions, family offices, and private investment funds, combining proprietary models, technical charting, and fundamental analysis for portfolio management. The firm also sponsors pooled investment vehicles and serves in fund-sponsor and consultant roles, integrating direct client management with fund administration and advisory services.

Meredith Augustoni is a financial advisor with Equity Services, Inc., holding the ChFC® designation and Series 63 license, with over 42 years of industry experience. She has been with Equity Services since 1983 and has prior experience with National Life Group dating back to 1975. Outside of her advisory role, she serves as an ordained minister, justice of the peace, and is actively involved as president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s service group, Circle of Friends. 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, utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Paul Decelles is a financial advisor with LPL Financial in Newport, Vermont, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is associated with Royer Financial Services and has involvement in long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions through a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Rafael Sternbach Le Noury is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. His prior work includes roles at Superplastic, Talkwalker, and Lionsgate. Outside of his advisory work, he is involved with Streetlight Financial, operating under a DBA, and holds an administrative role at another registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options through independent financial professionals and employs proprietary and third-party model strategies under multiple custody platforms.

Shelley Greenwood Lafoe is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various capacities within Wells Fargo since 2009. Lafoe also owns and operates S. G. Lafoe Investment Group Inc., an investment-related business based in Lakewood Ranch, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations utilizing Wells Fargo research and planning tools, with specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Daniel Pellerin is a financial advisor with Edward Jones in Derby, VT, holding Series 63, 65, and 66 designations and 11 years of industry experience. He has been with Edward Jones since 2017, following six years at St J Auto. Outside of his advisory role, he serves as Vice President of Vermont’s North Country Chamber of Commerce, is a trustee for the Orleans County Historical Society, and holds the position of Senior Warden with the Free and Accepted Masons in St Johnsbury. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Jacqueline Rupert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has worked at Cambridge since 2012 and previously spent 12 years with Hunt Financial Services. Outside of advising, she is the owner of an accounting, bookkeeping, and payroll services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering both discretionary and non-discretionary portfolio solutions tailored to client objectives.