Justin Davis

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.

Thomas Pyle is a financial advisor with IBN Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Prior to joining IBN Financial Services in 2024, he worked at Advisory Group Equity Services Ltd, American National Insurance, Farm Family Insurance, and The Guardian Life Insurance Co of America. Outside of his advisory work, Pyle is involved in dairy farming as a minority member of Medallion Jerseys LLC and serves as treasurer of the Vermont Jersey Breeders Association. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams and manages client accounts using a combination of fundamental, technical, and cyclical analysis along with algorithmic signals, overseeing approximately $180.5 million in discretionary assets.

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.

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial and O'Brien Shortle Reynolds & Sabotka, PC, as well as experience in retail and education sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management 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.