One Day In July LLC

Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

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.

Nancy Westbrook is a financial advisor at One Day In July LLC with five years of industry experience. She holds a Series 65 designation and has worked at One Day In July since 2019. Prior to her advisory role, Nancy was employed at Vermont Day School and spent several years as a homemaker. She serves on the Finance Committee for the Fletcher Free Library, advising on investment matters. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve screening.

John Bass is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the Austin Firefighters Retirement Fund and the Austin Fire Department. Bass serves as an elected Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund, overseeing the defined benefit pension plan. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers an environmental investing option focused on carbon intensity and fossil fuel metrics.

Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.

Jennifer Martinez is a Series 65 licensed financial advisor with One Day In July LLC in Burlington, VT, bringing one year of industry experience. Prior to joining One Day In July, she worked at Orion Talent and Kaplan, and she has held community roles including Commissioner of the Shelburne Water Commission and Board Director for SCHIP, a local nonprofit supporting other charities through grantmaking. One Day In July LLC is a multi-advisor firm providing discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation strategy focused on low-cost ETFs with supplemental active management elements and offers an optional environmental investing approach.

John Slane is a Series 65-credentialed financial advisor with One Day In July LLC, based in Burlington, VT. He has two years of experience in the industry, including prior roles at Ned S Church Group and National Life Group. One Day In July LLC offers discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation strategy focused on passive, low-cost ETFs combined with active rebalancing and limited margin use, and it provides educational resources and client engagement programs.

Christopher Mc Keown is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 credential with two years of industry experience. His previous work includes roles at Omnicom Media Group and Universal McCann. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans, emphasizing a mostly passive, asset-allocation approach supplemented by periodic rebalancing and limited short-term trades. The firm also offers environmental investing options and an active client education program.

Kevin Murray is a financial advisor at One Day In July LLC in Burlington, VT. He holds a Series 65 designation and has been working in the industry since 2022, including prior experience at Clute Wealth Management. One Day In July LLC provides discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach with a preference for low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Burta Kelly is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation. She has been with the firm since 2019 and previously worked at Aurora North Software from 2016 to 2019. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, including individuals, trusts, and employee benefit plans. The firm employs an asset-allocation strategy focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

William Koster is a financial advisor at One Day In July LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vermont Works Management Company, LLC. Since 2019, he has served on the Board of Directors of the Lake Champlain Maritime Museum, where he is also the Treasurer and manages the museum’s endowment investments. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans. The firm employs an asset-allocation approach focused on passive, low-cost ETFs combined with periodic rebalancing and selective trading, and offers an optional environmental investing strategy.

Seth Gillim is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Propgate, PBC and High Fidelity, Inc, as well as work at The University of Vermont and The Intervale Center. One Day In July LLC is a multi-advisor firm providing discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and pension/employee benefit plans. The firm employs an asset-allocation approach focused on passive, low-cost ETFs combined with active elements such as rebalancing and limited margin use, and offers an optional environmental investing strategy.

Daniel Cunningham is a financial advisor at One Day In July LLC with nine years of industry experience. He holds a Series 65 designation and has worked at One Day In July since 2016 and previously at Dans LLC from 2008 to 2017. He serves as a trustee of a small nonprofit foundation unrelated to financial services. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, emphasizing an asset-allocation approach using low-cost, passively managed ETFs and offering an environmental investing option focused on carbon intensity and clean-energy impact portfolios.

Carrie Mc Donnell is a financial advisor at One Day In July LLC with three years of industry experience. She holds a Series 65 designation and previously worked for sixteen years at White River Valley Supervisory Union. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.