South Burlington, VT Office

Mary Beth Brigham is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Pathway Financial Advisors, LLC since 2009, working within a team of five advisors. Pathway Financial Advisors provides integrated financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and charitable organizations. The firm follows an integrated financial planning process that includes ongoing review and rebalancing across various asset classes and offers retirement plan consulting as part of its fee-only advisory services.

Jordan Mac Dougall is a CFP® professional with experience at Pathway Financial Advisors, LLC since 2020 and prior roles in academia at several Vermont and Georgia institutions. He is also the owner of Tailwater Consulting, LLC, a business consulting firm based in South Burlington, VT. Pathway Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an “Integrated Financial Planning” process that includes ongoing review and rebalancing across a range of investment vehicles and offers specialized retirement plan services.

Jonathan Smith is a Certified Financial Planner® with 27 years of industry experience. He has worked at Pathway Financial Advisors, LLC since 2018 and previously spent 13 years at Gwfs Equities, Inc/Great West Life & Annuity Insurance Company. Pathway Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an integrated financial planning process that includes asset allocation and ongoing portfolio review across various securities and funds, providing fee-only advisory services with implementation and monitoring.

Scott Beaudin is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 22 years of industry experience. He has been with Pathway Financial Advisors, LLC since 2002 and is part of a five-advisor team based in Atlanta, GA. Pathway Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an “Integrated Financial Planning” process that includes initial planning, asset allocation, and ongoing review across various securities, offering fee-only advisory services and retirement plan solutions.

Michael Schell is a CFP® and Series 65®-registered financial advisor with eight years of industry experience. He currently works at Pathway Financial Advisors, LLC, a team-based firm in South Burlington, VT, and has previously been affiliated with Sensible Financial Management, Milne Financial Planning, and Dempsey Investment Management. Pathway Financial Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations, offering integrated financial planning, discretionary portfolio management, and retirement plan consulting. The firm manages approximately $1.65 billion in discretionary assets and employs a disciplined process involving initial planning, asset allocation, ongoing monitoring, and periodic rebalancing.