Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Stephen Lulla is a financial advisor at Maidstone Wealth Management, LLC in Cambridge, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Weatherhelm Capital Management LLC from 2015 to 2017 before joining Maidstone Wealth Management. Maidstone Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, tactical asset-allocation, and rebalancing, integrating broad ETF exposures with selected individual stocks, fixed income, and options strategies within separately managed accounts.

James Williams is a CFP® professional with 19 years of industry experience and is a founding advisor at Williams Financial, LLC. He has served as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting to individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary with a long-term investment approach, combining fundamental, technical, and cyclical analysis alongside modern portfolio theory, and offers additional in-house accounting and tax services.

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

Meredith Phippen is a financial advisor at Williams Financial, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Williams Financial since 2019. Prior to her current role, she had brief engagements at Bennington College and Renee J. Jacobs, CPA, and spent six years at Evan Wilson Studios. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting for individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary, combining fundamental, technical, and cyclical analysis with modern portfolio theory to deliver tailored investment strategies and offers additional in-house accounting, tax preparation, and bookkeeping services.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

Tyler Cinelli is a financial advisor at Williams Financial, LLC with 15 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including LT Trust, America’s Best 401k, Park Avenue Securities LLC, and Guardian Investor Services. He has been with Williams Financial since 2017, where he is part of a four-advisor team. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting to individuals, families, trusts, estates, and business entities. The firm emphasizes a long-term investment perspective and combines multiple analytical approaches with modern portfolio theory, offering both digital and high-touch wealth management services.

Dominick Trimarchi is a financial advisor with Trimarc Wealth Management LLC in Saratoga, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Trimarc Wealth Management since 2012. Trimarc Wealth Management provides investment supervisory services and comprehensive financial planning to high net worth individuals and charitable organizations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis, managing accounts on both discretionary and non-discretionary bases with ongoing monitoring and quarterly reviews.

Daryl Spirka is a CFP® and holds a Series 66 license, with 20 years of industry experience. He has worked at Williams Financial Management since 2015 and previously operated his own CPA practice as well as worked at Lonergan And Thomas Insurance. Outside of financial advising, he owns and operates a sporting goods business in Wilmington, Vermont. Williams Financial, LLC is a fee-only firm serving individuals, families, trusts, estates, and business entities. The firm offers integrated wealth management, investment management, and pension consulting, combining fundamental, technical, and cyclical analysis with modern portfolio theory and tactical asset allocation.

Brian McKenna is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Bennington Financial Planning Group since 2010. He also maintains a role with D.B. McKenna & Co., Inc., a broker-dealer firm, dedicating half of his time to each business. In addition to his advisory work, McKenna is a member of the Bennington Redevelopment Group LLC, which focuses on revitalizing the downtown Bennington community, and he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical methods, utilizing both long- and short-term trading strategies including covered-call writing, with accounts reviewed regularly and discretionary management available.

Rachel Lauber is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Patriot Financial Group, LLC. Her prior experience includes roles with Cetera Financial Specialists, Securities America Advisors, Investacorp, and Primerica Advisors. Outside of her advisory work, she operates Flex Financial Planning, which focuses on helping clients develop personal statements of purpose and financial goals. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a range of analytical techniques, managing approximately $2.4 billion across 37 advisors.

Edward Deicke is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2015 and previously worked at National Securities Corp. Outside of his advisory role, he is involved in horse racing as a part owner and partner in several racing stables. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm offers a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Joseph Patire is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Before joining Arkadios in 2018, he worked at Raymond James & Associates for five years. Patire serves as a board member of the Hoosick Falls Central School District. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team to deliver customized investment strategies.

Deborah Lane is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has been associated with Commonwealth and Center Square Asset Management since 2005, where she is also a vice president and 50% owner of the operating company. Additionally, Lane provides tax preparation services as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while its Investment Management and Research team manages discretionary model portfolios.

Stephen Simmons is a financial advisor with Equity Services, Inc. and Simmons Financial Partners, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at People's Securities for nine years. Simmons serves on the board of the Bennington Rescue Squad, providing oversight and guidance on their budget and finances. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a combination of proprietary and third-party platforms and offers both discretionary and non-discretionary trading strategies tailored to client profiles.

Shawn Leonard is a financial advisor with Commonwealth Financial Network based in Bennington, VT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to his current role, he worked at MountainOne Bank’s investment group for 14 years. Leonard also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Kenneth Lane is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Center Square Asset Management since 2005, where he is president and a 50% owner, and has been affiliated with Commonwealth Financial Network since the same year. Outside of his advisory role, he is involved in real estate through ownership interests in a commercial property and a rental property in New York. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers both discretionary model portfolios and customizable investment solutions, supporting advisors who deliver personalized advice under Commonwealth’s supervision.

John Heitzman is a financial advisor with OSAIC Institutions, Inc. based in Hudson, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of Greene County, Infinex Investments, Inc., and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member of the Fats in the Cats Bicycle Club, a nonprofit focused on cycling advocacy and community service in New York's Catskill and Hudson Valley regions. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through a network of investment adviser representatives. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management solutions, with a notable emphasis on non-discretionary assets and integrated brokerage-advisory capabilities.

Jason Jeffers is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at National Life Group, LPL Financial, People's United Advisors, and People's Securities. Outside of his advisory work, he is the owner of J&S Wealth Advisors, a consulting business focused on non-financial services guidance. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory and broker-dealer functions, utilizing proprietary and third-party platforms to deliver a range of investment strategies tailored to client profiles.

Mark Jackowitz is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at VOYA Financial Advisors and Voya Financial Partners since 2014. VOYA Financial Advisors, Inc. provides a broad range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs with a mix of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary investment approaches.

Brenna Massaro is a CFP® with 14 years of experience in the financial services industry. She has worked at Money Concepts Capital Corp since 2011 and concurrently at The Bank of Bennington since 2010. Outside of her advisory role, she is the owner of the Shaftsbury Country Store. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $3.33 billion across various account structures using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Patrick Kimmell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, his work history includes positions at UPS, various restaurants, and retail and service businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of more than 23,700 financial advisors.

Jay Matthews is a financial advisor at Edward Jones with 28 years of industry experience. He has held positions at Edward Jones since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Breanna Lundy is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked since 2010, totaling 16 years of industry experience. Outside of her advisory role, she serves as an educator providing academic counseling to middle school students and holds a part-time position as a county councilman. She is also co-owner of a family farm that sells grass-fed beef. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad offering that includes both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest advisor and branch networks in the industry.

Kyle Devincenzo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Vanguard since 2014, including roles at Vanguard Marketing Corporation and THE Vanguard Group, Inc. Kyle is based in Saratoga, NY. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Ryley Gaudreau is a financial advisor at Edward Jones in Bennington, VT, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Marion Watkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Enterprise in 2024, Watkins worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a trustee and power of attorney for several family trusts and estates. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes model portfolios developed by internal and third-party strategists, with discretionary implementation through wrap programs and third-party asset management programs.

Lori Lennox is a financial advisor with Edward Jones in Greenwich, NY, holding the Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Brittney Fields Morrison is a CFP® with eight years of industry experience, currently associated with RBC Capital Markets. Her work history includes roles at City National Bank since 2019 and Arista Wealth Advisors from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing a range of portfolio management and financial planning services.