Kevin Obrien

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to 2023 and Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies based on client goals and risk tolerance, with ongoing oversight of third-party managers.

Robert Thompson is a financial advisor with OSAIC Institutions, Inc. in Newport, VT, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Passumpsic Financial Advisors, Passumpsic Bank, LPL Financial, CETERA Advisor Networks LLC, Community Financial Service Group, and Northern Lights Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated services across advisory and broker-dealer functions.

Staci Smith Lantagne is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Stifel Niclaus & Co Inc since 2009. Outside of her advisory role, she serves on the Development Committee and Board of the St. Johnsbury History and Heritage Center and is a member of the Pension Committee for the Town of St. Johnsbury. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Deborah Williams is a financial advisor at Stifel with 44 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member of the Waterford Springs Homeowners' Association and is also a Vermont notary public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing guidance that clients may use to make informed decisions.

Michael Green is a Series 66-credentialed financial advisor with Edward Jones in Littleton, NH, holding two years of industry experience. Before joining Edward Jones, he spent five years at Epping Road Veterinary Hospital and has involvement in the entertainment industry as owner and manager of The Original Rebel LLC, providing musical entertainment for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

Michael Mac Connell is a Series 66 licensed financial advisor with Raymond James & Associates, based in Franconia, NH. He has five years of industry experience, including five years at Learfield IMG College prior to joining Raymond James in 2020. Outside of his advisory role, he works part-time operating a local ski lift on weekends to support community recreation. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.