TRG Investment Advisors, LLC

Dennis Gambino is a financial advisor with TRG Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, institutional clients, and state and municipal government entities. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, operating primarily on a non-discretionary basis.

Allisyn Lambert is a financial advisor at TRG Investment Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of her advisory role, Lambert serves as Treasurer for the Algiers Fire District #1 Prudential Committee in Vermont. TRG Investment Advisors provides portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm operates as a fiduciary utilizing various asset allocation strategies and manages both discretionary and non-discretionary accounts.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.

Steven Burnett is a financial advisor at TRG Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research from 2012 to 2021. Outside of his advisory role, Burnett is involved with the Hanover Rotary and serves on the board of the Hartford Area Chamber of Commerce, both nonprofit organizations. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm emphasizes fiduciary education, retirement plan consulting, and offers a wrap fee program alongside multiple investment analysis and asset allocation approaches.

Clinton Wood is a financial advisor with TRG Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Client Centered Financial and Equity Services, Inc., along with a lengthy tenure at the University of Vermont Extension Service. He serves on the board of directors for the Vermont chapter of the National Association of Insurance and Financial Advisors. TRG Investment Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and government entities. The firm emphasizes fiduciary education and employs a mix of fundamental, quantitative, and qualitative investment strategies, managing a substantial portion of assets on a non-discretionary basis and sponsoring a wrap fee program.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.