Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.

Frederick Brubaker Jr. is a CFA® charterholder with four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis and placing emphasis on capital preservation.

Prentiss Smith is a financial advisor with Prentiss Smith & Company, Inc. in Brattleboro, Vermont. He holds a Series 65 designation and has 13 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation alongside appreciation.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Patricia Small is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a PFS™ designation and Series 65 license. She has 15 years of industry experience, including prior roles at Marcum Wealth, LLC and Filomeno & Company, P.C. Outside of her advisory work, she serves as a trustee of multiple trusts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Hemmelgarn is a CFP® professional with 23 years of industry experience, currently serving as Co-Owner of Longview Wealth Advisors, LLC. He has been affiliated with Commonwealth Financial Network since 2018 and previously worked at Park Place Financial Advisors and Pathway Financial Advisors, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer discretionary portfolio construction and model portfolios through Commonwealth’s platform.

Kelli Warriner is a CFP® professional with 25 years of experience in the financial services industry. She is currently a co-owner of Longview Wealth Advisors, LLC and has been affiliated with Commonwealth Financial Network since 2000. Her prior experience includes Park Place Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while offering various discretionary portfolio options and model strategies.

Steven Potwin is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary investment solutions, including a digital advisory program and managed accounts.

Scott Salway is a financial advisor with Eagle Strategies (New York Life) in Wilmington, Vermont, holding Series 63 and Series 65 licenses and five years of industry experience. He operates Salway Financial Strategies and has a background that includes roles with New York Life Insurance Company, NYLife Securities, and community involvement as a high school snowboard coach and after-school program leader. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.

Steve Palmer is a financial advisor at OSAIC Institutions, INC. with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Securities America Advisors, Securities America Inc., and MetLife Securities. Palmer serves as a board member for Families in Transition, a nonprofit focused on preventing homelessness. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on predominantly non-discretionary assets.

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

Matthew Du Bois is a financial advisor with Edward Jones in Brattleboro, Vermont, holding a Series 66 designation and over one year of experience at Edward Jones. Prior to joining Edward Jones, he worked at Vail Resorts at Mount Snow and had a brief role at Tiger Fish Restaurant. 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 programs and investment solutions supported by a large network of financial advisors and branch offices.

Spencer Adams is a financial advisor at Edward Jones in Brattleboro, VT, holding CFP® and Series 66 credentials with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Valet Park of America from 2013 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sara Kermenski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Cambridge Investment Research since 2011 and previously worked with The Richards Group. Outside of her advisory role, Kermenski serves as treasurer for the Marlboro Nordic Ski Club and is a committee member of the Vermont Women’s Fund. 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 implemented through multiple account platforms and custodians.

Beth Ann Graf is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1981. Graf serves as a member of the Trustees Board for the Lake Ronkonkoma United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and is integrated with Bank of America affiliates to support trading and capital markets activities.

David Twombly is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has operated Bay Financial Advisors, an independent registered investment advisory firm, since 2004. He is also associated with Twombly Wealth Management Group, LLC in Brattleboro, VT. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance, credit, and recordkeeping services.

Nicholas Du Bois is a CFP® and holds a Series 66 license, currently with Edward Jones in Brattleboro, VT. He has 13 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment options through a large nationwide network of advisors and branch offices.

William Stevens is a financial advisor at Edward Jones in Bellows Falls, VT, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Wilson is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Mass Mutual and its subsidiary since 2020. Outside of advising, Wilson engages in buying and selling sports memorabilia through an eBay account. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements and educational seminars, serving a broad client base including high-net-worth individuals.

Scott Gordon Macey is a CFP® with 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a background that includes roles at MetLife Securities Inc. and Metropolitan Life Insurance. Outside of his advisory work, he is the owner of Restless Kind Management, LLC, a business focused on songwriting and music collaboration. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Lawrence Raff is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Raff Financial Services, Inc. and Penn Equities Inc. Raff is also a licensed insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

Jessica Fuller is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. She serves on the board of Stonewall Farm in Keene, NH, where she participates in fundraising and strategic planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

Christopher Stoner is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at IFS Securities, Measured Wealth Private Client Group, and Columbia Management Investment Advisers. Outside of his advisory work, he is involved with Twombly Wealth Management Group, which includes an insurance agency operation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Travis Shine is a financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver its services and offers a broad range of advisory, brokerage, and insurance solutions.

Bridget Bokum is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following 12 years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew George is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Center for Human Development from 2014 to 2018. He is also a service member in the United States Army Reserve, a role he has held since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Jeffrey Jacobs is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Merrill since 1991 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. He is also the owner of a sole proprietorship related to an owner-occupied brownstone in New York City. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm offers multiple investment program strategies overseen by its CIO and benefits from integration with Bank of America’s broader banking and capital markets platform.

Charles Salisbury is a financial advisor with Edward Jones in Walpole, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at The Home Depot for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adrian Lezcano is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, his work history includes roles in education and various service positions. 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, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Ryan Astley is a financial advisor at Edward Jones in Walpole, NH, holding a Series 66 designation. He has one year of experience at Edward Jones and previously worked in roles at Haakon Construction Services Inc. and Dynamic Yield, a Mastercard Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Josephine Leise is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions with Equitable Advisors and Ameriprise. Outside of finance, she has been involved with Hitchcock Brewing Company, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ana Saavedra is a financial advisor with Edward Jones in Brattleboro, Vermont, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate through managing rental properties and a family partnership. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joshua Roberts is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and also has a background in real estate through Roger J. Roberts Real Estate. Outside of his advisory role, he serves as Vice President of Shared Housing Inc, an organization focused on promoting education and advocacy for shared housing benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional capabilities including a trust company and securities-based lending options.

Jason Partyka is a financial advisor with Ameriprise in Wilmington, VT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Director of Operations for Platinum Service Solutions Inc., overseeing management activities at their Bethesda office. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement planning through a centralized consulting team.