Carrie Mc Donnell

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.

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.

Brandon Gorman is a Series 66-licensed financial advisor with Edward Jones in Randolph, Vermont. He has seven years of industry experience, including four years at BMG Moving Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Malcolm Mead is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Cambridge Investment Research Advisors since 2021 and Cambridge Investment Research, Inc. since 2020, as well as Fcg Advisors LLC since 2002. Outside of his advisory work, he is involved as a partner in a residential rental business in North Chittenden, VT. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment strategies across multiple account platforms.