Christopher Mason is associated with OX Lux Advisory LLC and holds the Series 63 and Series 65 designations. The firm provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management. OX Lux uses modern portfolio theory, quantitative and technical analysis, and employs various strategies including trading, margin, and options, with a focus on tailored client plans and regular account monitoring.

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jennifer Kane is an advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Greenwich Associates and Hawkshaw, LLC. Outside of her advisory role, she is president of Green Mountain Media Group LLC, a local publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Gary Len is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Prior to that, he worked at Wayne Savings Financial Services Group from 2008 to 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

Michael Cecil is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.

Amy Duffy is a financial advisor at Edward Jones in Springfield, VT, holding the ChFC® designation and Series 66 license with nine years of industry experience. Before joining Edward Jones in 2016, she worked in dental office administration at West River Family Dental and Windsor Dental from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a extensive network of financial advisors and branch offices nationwide.

Christopher Smiles is a Senior Financial Advisor and founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has over 40 years of experience assisting clients with complex financial decisions. He leads a team focused on providing high-touch, relationship-driven service, working closely with each client’s legal and tax advisors to develop and implement fully integrated investment strategies. His expertise includes creating customized solutions for entrepreneurs, executives, and high-net-worth families nationwide, with areas of focus such as corporate executive services, executive compensation, family wealth management, retirement planning, philanthropic planning, and tax minimization. Mr. Smiles holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned a Bachelor of Arts degree in Economics from Bates College. He resides in Weston, Vermont with his wife and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, and yoga. Christopher is also involved in community events including Nantucket Race Week’s Rainbow Parade.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Derek Karner is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services Inc. for seven years and was involved in the furniture business at Clear Lake Furniture for 27 years. He is a trustee of the Karner Family Trust and is affiliated with Diamond Point Wealth Partners as a financial advisor. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.