Brandon Gorman

Marilyn Edgerton is a CFP® professional with 31 years of experience, currently serving as the sole advisor at Financial Advisory Services in Gaysville, VT. She has been with the firm since 1990. Financial Advisory Services provides comprehensive financial planning for middle-income individuals, focusing on retirement and education funding. The firm emphasizes conservative, long-term planning using no-load mutual funds and delivers advice without selling financial products, serving a small, primarily long-term client base mostly by referral.

Linda Armstrong is a Series 65-licensed financial advisor with two years of industry experience. She has worked at World Market Advisors since 2023 and previously spent over nine years with Classical Conversations. World Market Advisors serves individual and institutional clients, providing comprehensive financial planning, pension consulting, bank advisory services, and discretionary portfolio management. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a generally passive investment approach, tailoring portfolios to client goals and risk tolerances.

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.

Jesse Bessett is a CFP® with 24 years of industry experience, currently affiliated with Flagship Harbor Advisors, LLC and LPL Financial since 2015. He holds the Series 66 license and is based in Stockbridge, Vermont. Outside of his advisory work, he has served as a marketing development manager for Ragnar. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and unaffiliated managers, with both fundamental and technical analysis.

Liam Connolly is a financial advisor with Edward Jones in Randolph, VT, holding a Series 66 designation and two years of industry experience. His prior roles include various positions at CU Boulder and Boulder Reservoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.