Top concentrated stock management financial advisors in Vermont

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Danny Lattrell is a financial advisor with SPC based in Lincoln, VT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Parkland Securities, LLC since 2014 and has been involved in insurance sales through Lattrell Insurance since 1984. Outside of advisory work, he is active in the sale of various lines of insurance, annuities, and senior health insurance products through multiple affiliated firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through tailored, discretionary advice, working with Fidelity/NFS for custody and execution and maintaining distinct affiliations with broker-dealers and insurance agencies.

Seamus Byrne is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Morgan Stanley, having previously worked at Edward Jones and Financial Designs, Ltd. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Deborah Lane is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been associated with Commonwealth and Center Square Asset Management since 2005, where she is also a vice president and 50% owner of the operating company. Additionally, Lane provides tax preparation services as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while its Investment Management and Research team manages discretionary model portfolios.

Christopher Capano is a Series 65-registered financial advisor at M. Kraus & Company in Shelburne, VT, with 20 years of industry experience. He has been with M. Kraus & Company since 2004. M. Kraus & Company provides discretionary and non-discretionary investment management to individuals, trusts, retirement plans, charitable institutions, corporations, and other business entities. The firm employs fundamental analysis with a long-term, value-oriented approach, typically constructing diversified portfolios concentrated in 30–40 individual common stocks alongside fixed-income securities and cash equivalents.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.