David Owen is a financial advisor at Shipwright Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, AXA Advisors, and Triad Advisors. In addition to advisory services, he provides non-advisory business strategy consulting. Shipwright Advisors serves individuals, high-net-worth clients, charitable organizations, and employer plan sponsors, offering investment management, financial planning, retirement plan consulting, and business strategy consulting. The firm’s investment approach combines passive and active strategies with a focus on modern portfolio theory and includes ERISA-related retirement plan services in both advisory and delegated manager roles.

Bryan Belisle is the founder of B.W. Belisle Planning & Strategy Company LLC in South Burlington, VT, holding a Series 66 designation with 25 years of industry experience. He has led his independent advisory firm since 2013 and also operates a separate tax planning and preparation business. His firm provides ongoing portfolio management and financial planning services to individual, high-net-worth, and charitable clients. The firm emphasizes individualized investment strategies and manages client accounts primarily on a non-discretionary basis, incorporating detailed investment policy statements and a blend of fundamental, technical, and cyclical analysis.

Rene Pochop is the principal and sole advisor at Pochop Financial Management, Inc. in South Burlington, VT. He holds the CFP® designation and Series 65 license, with 31 years of industry experience. He has led his independent advisory firm since 2006. Pochop Financial Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a mixed investment approach including fundamental, technical, and cyclical analysis, and manages a concentrated client base with a focus on discretionary portfolio management and consulting on retirement, estate, cash flow, and college planning.

Ethan Baldwin is a financial advisor at Amor Fati Financial Services LLC with a Series 65 designation and two years of industry experience. He has previously worked at Essex Asset Management Group and served part-time in the Vermont Air National Guard. Baldwin is also a licensed insurance agent involved in life, health, accident, and HMO insurance sales. Amor Fati Financial Services provides discretionary portfolio management, financial planning, and benefit plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and pension or retirement plans. The firm uses a suitability-based process to develop customized investment strategies focused on low-cost passive funds and ETFs, while also permitting individual securities and limited short-term trading.

Dennis Voigt is the founder and sole advisor of DWV Advisors, LLC, an independent registered investment adviser based in Essex Junction, Vermont. He holds the PFS™ designation and Series 65 license, with 15 years of experience in financial advisory services. Prior to founding DWV Advisors in 2009, Voigt has been president and owner of DWV CPA PC, a CPA firm, since 1990. DWV Advisors provides discretionary portfolio management, financial planning, and manager-of-managers oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm customizes investment strategies based on client objectives, tax considerations, and risk tolerance, employing a range of analytical techniques and investment vehicles.

Russell Gilfix is a financial advisor at Wind & Rose, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Wind & Rose since 2007. Prior to that, he has been associated with Spc and Sammons Securities Company, LLC since 2005. Wind & Rose, LLC provides wealth management, financial planning, and portfolio management services to individuals and institutional clients including banks, pension plans, trusts, and charitable organizations. The firm manages a privately offered pooled investment vehicle and employs a broad, global investment approach that includes public equities, fixed income, private investments, and alternative exposures.

Thomas Dettre is a financial advisor at True North Financial Planning, LLC in South Burlington, VT, with 12 years of industry experience. He holds a Series 65 designation and has been providing healthcare financial consulting services to individuals and small businesses in addition to his advisory role. He has been with True North Financial Planning since its founding in 2014. True North Financial Planning serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, focusing on retirement strategy, cash flow, tax reduction, and estate preservation. The firm uses a combination of modern portfolio theory and cyclical analysis with an investment approach that includes ETFs, mutual funds, options, margin, and alternative investments, and operates on a fixed-fee, hourly, or negotiated fee basis rather than percentage-of-assets.

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

Cameron Brown is the founder of Tack Wealth in Burlington, VT, holding a Series 65 designation with experience that includes roles in legal and financial sectors since 2013. Prior to establishing Tack Wealth, he worked at several firms including Segal McCambridge and Sheehey Furlong & Behm, PC. In addition to his financial advisory work, he practices law part-time as a sole proprietor. Tack Wealth provides investment management and financial planning services to individuals, families, trusts, and corporate clients. The firm employs a discretionary investment approach using a range of securities and combines fundamental and technical analysis with modern portfolio theory, offering fee-only and fixed-fee planning engagements.

Gary Lampman is the sole advisor at AMS Management, a Vermont state-registered independent advisory firm he has led since 1994. He holds a Series 65 designation and has 31 years of industry experience. AMS Management provides discretionary asset management services to a limited client base that includes individuals, high-net-worth investors, corporations, pensions, trusts, estates, charitable organizations, and endowment fiduciaries. The firm emphasizes capital preservation alongside growth through a combination of technical and fundamental analysis, managing accounts with substantial stock-market exposure for intermediate- to long-term horizons.

Erik Giard Chase is a CFA® charterholder and the sole advisor at Blue Slate Investment Management, where he has worked since 2024. He has three years of industry experience, including prior roles at Westview Investment Advisors and Champlain Investment Partners. Outside of his advisory work, he owns and operates a real estate investment and management company. Blue Slate Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using fundamental analysis and favors low-cost mutual funds and ETFs, while maintaining flexibility to include individual equities, bonds, and REITs.

Deirdre Keenan is a financial advisor at Quantum Leap Capital, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience in hospitality and education sectors. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized, generally long-term portfolios using low-cost mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Tina Lagrow is a Series 65-licensed advisor at Antoine Williams & Associates Wealth Management, LLC with two years of industry experience. She has been with Antoine Williams & Associates in various capacities since 2005. Antoine Williams & Associates Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, corporations, and charitable organizations. The firm uses a long-term investment approach based on modern portfolio theory and typically manages accounts on a discretionary basis.

Christopher Douglass is a financial advisor with Stage 2 Planning Partners LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Kestra Financial and NFP Advisory Services. Outside of advising, he serves as an executor for a family estate and as an officer for a homeowners association. Stage 2 Planning Partners LLC serves individuals, pension and profit-sharing plans, and business owners with portfolio management, financial planning, and pension consulting. The firm uses a documented Investment Policy Statement and a long-term trading approach, providing tailored advice and quarterly reviews.

Andrew Murphy is a Series 65-licensed financial advisor at Broadlake Financial Management with 19 years of industry experience. He has worked at Eley Financial Management since 2005. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements tailored to client goals and employs fundamental, macro-economic, and technical analysis in its investment approach.

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Alison Davis is a financial advisor at Quantum Leap Capital, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked for Mount Family Group Ltd. dba Westaff Workforce Solutions for thirteen years. In addition to her advisory role, she provides fixed and variable insurance policies to clients on a limited basis. Quantum Leap Capital offers investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates, managing customized portfolios primarily with low-cost mutual funds and ETFs. The firm also advises a private fund and sponsors a wrap fee program, operating with a small team while managing over $113 million in assets.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been employed by Bank of America, Merrill Lynch, and Mass Mutual among others. Outside of her advisory role, she is a limited partner in a management LLC unrelated to investment activities. 44 North Capital, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual, high-net-worth, institutional, and retirement plan clients. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, tactical asset allocation, and active management.

Scott Baldwin is a financial advisor at Emg with 28 years of industry experience. He holds a Series 65 designation and has worked at Hazard & Siegel, Inc. since 2010. Baldwin serves as a board member of the Burlington Parks Foundation, where he is involved in fundraising efforts. Emg, also known as Essex Asset Management Group, Inc., provides individualized portfolio management and financial planning services to individuals, retirement accounts, trusts, estates, charities, and small businesses. The firm uses a tailored asset-allocation approach and offers discretionary portfolio management alongside non-discretionary financial planning.

Eric Hallman is a CFP® professional with 10 years of experience in financial advising. He is currently with WestView Investment Advisors and has previously worked at SVB Private and Fidelity Investments. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, offering discretionary and non-discretionary portfolio management as well as financial and retirement plan consulting. The firm customizes asset-allocation strategies using a range of analytical approaches and provides consolidated reporting through the eMoney platform.