Brooke Smith

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.

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

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.

Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advising, Fingon is involved in community activities such as serving on the Rutland Town School Board and the Lake Bomoseen Preservation Trust, and he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Katherine Brady is a CFP® professional with 15 years of experience in financial advising. She has worked at LPL Financial from 2008 to 2016 and has been with Commonwealth Financial Network and RNL & Associates since 2016. In addition to advisory services, she provides tax preparation services through RNL & Associates. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and offers a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while allowing them discretion in portfolio construction.