Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Karen Ogden is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. She currently works at Envest Asset Management, LLC and has held prior roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management, LLC serves individuals—including high-net-worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm employs a holistic advisement philosophy that may include socially responsible and ESG investing, primarily using passive, asset-class oriented portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis and third-party managers.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group, Inc. since 2018, following three years at United Advisors Services. Furtado serves as a volunteer board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside a developed family-office and concierge service platform.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

James Mirenda is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal solutions, utilizing model portfolios primarily composed of mutual funds and ETFs supplemented by alternative investments and specialty platforms.

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.

Willard Watson is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Empower Financial Services, Sykes Hollow Innovations, and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Theodore Andres is a financial advisor with Ameriprise in Burlington, VT, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he volunteered as a tax preparer and reviewer for low-income Vermonters through the Champlain Valley Office of Economic Opportunity. He also works seasonally as a bartender at weddings in Manchester, VT. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Sherman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and also affiliated with Cambridge Investment Research, Inc. since 2016. Outside of his advisory work, Sherman builds and sells wooden furniture and serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Bryan Biagioli is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, Bank of America, and Merrill. He is also the founder of Maple Wealth in Manchester Center, VT. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Bruce Wilson is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in managing investment-related entities including Dorset Advisors II, LLC, and Wilson GGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad financial planning and investment services platform. The firm offers tailored advice using proprietary research and planning tools, with services that include cash-flow, retirement, wealth transfer, and specialized planning for business owners, athletes, and others.

Daniel Coppens is a financial advisor at Ameriprise with 18 years of industry experience. He previously worked at BlackRock Investments LLC for 12 years. He serves on the Board of Directors for Equinox Preservation Trust in Vermont. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations.

Claudia Cedrone is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Claudia also has experience in insurance through Marshall and Sterling Insurance and held a role at SUNY College at Oswego. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.