Kelly Shanahan

Paul Decelles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2000. His other business activities include operating Royer Financial Services for accounting purposes and involvement in long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Rafael Sternbach Le Noury is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Inc. since 2023. Outside of his advisory role, he is involved with Streetlight Financial and serves as an independent agent in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment strategies.

Shelley Greenwood Lafoe is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various capacities within Wells Fargo since 2009. Lafoe also owns and operates S. G. Lafoe Investment Group Inc., an investment-related business based in Lakewood Ranch, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations utilizing Wells Fargo research and planning tools, with specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Daniel Pellerin is a financial advisor with Edward Jones in Derby, VT, holding Series 63, 65, and 66 designations and 11 years of industry experience. He has been with Edward Jones since 2017, following six years at St J Auto. Outside of his advisory role, he serves as Vice President of Vermont’s North Country Chamber of Commerce, is a trustee for the Orleans County Historical Society, and holds the position of Senior Warden with the Free and Accepted Masons in St Johnsbury. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Jacqueline Rupert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012, and previously worked at Hunt Financial Services for 12 years. Outside of her advisory role, she is involved as a retail associate at Vermont Quilters Schoolhouse and owns an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and allowing advisors to implement customized or model-based investment strategies.