Silverlake Wealth Management LLC

Richard Briand Jr. is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and LPL Financial. He serves on the investment committee for the Society of St. Edmund. Silverlake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides customized investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, employing a primarily long-term investment approach with fundamental and technical analysis.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets using a customized, primarily long-term investment approach that includes fundamental and technical analysis, diversified portfolios, and oversight of unaffiliated Independent Managers.

Ryan Bergmann is a CFP® with seven years of industry experience. He is currently with Silverlake Wealth Management LLC, where he has worked since 2022. Prior to that, he held roles at Morgan Stanley Private Bank and Morgan Stanley, and earlier worked at Gap Inc. Bergmann holds an insurance license and dedicates a small portion of his time to related activities. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets and offers customized, primarily long-term investment strategies that include both discretionary and non-discretionary portfolio management, as well as financial planning services.

Hans Smith is a Series 65-licensed financial advisor with 12 years of industry experience. He joined SilverLake Wealth Management LLC in 2025 and previously worked at One Day In July LLC, Taughannock Aviation, and Thornton Investment Management PLLC. SilverLake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach using fundamental and technical analysis across diversified portfolios, and offers specialized services including digital-asset access and retirement-plan fiduciary oversight.

Jeffrey Steele is a financial advisor at Silverlake Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Silverlake Wealth Management since 2012, including prior roles at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sales and servicing of fixed insurance products through multiple agencies. Silverlake Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach that combines fundamental and technical analysis and manages approximately $849 million in client assets.

Thomas Golonka is a CFP® with 34 years of experience in the financial services industry. He is a managing partner at SilverLake Wealth Management LLC and has held roles at Purshe Kaplan Sterling Investments and LPL Financial. Golonka serves as board chair of the Vermont Pension Investment Committee and holds board positions with UVM Health Network and the Montpelier Foundation. SilverLake Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a primarily long-term, diversified investment approach featuring individual equities, fixed income, mutual funds, ETFs, and selective use of independent managers, while also offering access to digital-asset accounts and specialized retirement-plan fiduciary services.

Derek Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding a Series 66 designation and 16 years of industry experience. He has worked at SilverLake Wealth Management since 2009 and previously held roles at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved with Sunday Studio VT LLC, a salon business, serving as a registered agent. SilverLake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides investment management and financial planning services to a diverse client base, employing a customized approach that combines fundamental and technical analysis with oversight of independent managers and access to digital-asset accounts.

Theodore Riehle III is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Silverlake Wealth Management since 2012 and has prior experience at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sale and service of fixed insurance products. Silverlake Wealth Management is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in assets, offering customized investment management and financial planning with a primarily long-term approach that incorporates both fundamental and technical analysis across diversified portfolios.

Robert Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with SilverLake since 2012 and also works with Purshe Kaplan Sterling Investments, Inc. outside of his role as managing partner at SilverLake. Eddy is an independent insurance agent and has long-term involvement in managing small real estate holdings. SilverLake Wealth Management is an SEC-registered advisory firm providing investment management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, trusts, and corporations. The firm employs a customized, primarily long-term investment approach, integrating fundamental and technical analysis to build diversified portfolios and oversees unaffiliated Independent Managers as part of its strategy.