Meredith Augustoni

David Bullock is a financial advisor with Arque Advisors, LLC in Morgan, Vermont. He holds the Series 63, Series 65, and Series 66 licenses and has worked in the industry since 2002, including 21 years at Arque Advisors and over two decades at Milton Associates LLC. Arque Advisors is an independent firm providing investment management and consulting to individuals, institutions, family offices, and private investment funds. The firm combines proprietary models, technical charting, and fundamental analysis for portfolio management, sponsors pooled investment vehicles including a multi-strategy fund-of-funds and a private equity vehicle, and offers both discretionary and non-discretionary services.

Joshua Collinsworth is a financial advisor at Nomadic Value Partners in Essex, Vermont, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Ashdon Investment Management and the West Virginia University Foundation. Nomadic Value Partners offers portfolio management and model-delivery services focused on a concentrated, value-investing equity strategy for a select client base that includes individuals, charitable foundations, other registered investment advisors, and a private investment partnership. The firm emphasizes small- and mid-cap equities with a multi-year investment horizon and employs a thesis-driven approach supported by direct outreach and industry research.

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.