TRG Investment Advisors, LLC

Dennis Gambino is a financial advisor with TRG Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, institutional clients, and state and municipal government entities. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, operating primarily on a non-discretionary basis.

Allisyn Lambert is a financial advisor at TRG Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TRG since 2021, following prior roles at Cambridge Investment Research Advisors, Inc. and Jouve North America. Outside of her advisory work, Lambert serves as treasurer for the Algiers Fire District #1 Prudential Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal government entities. The firm offers retirement plan consulting, institutional consulting, a sponsor-led wrap fee program, and Section 529 account management, managing a large non-discretionary asset base with a focus on fiduciary education and multi-approach investment analysis.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.

Steven Burnett is a financial advisor at TRG Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research from 2012 to 2021. Outside of his advisory role, Burnett is involved with the Hanover Rotary and serves on the board of the Hartford Area Chamber of Commerce, both nonprofit organizations. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm emphasizes fiduciary education, retirement plan consulting, and offers a wrap fee program alongside multiple investment analysis and asset allocation approaches.

Clinton Wood is a financial advisor with TRG Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Client Centered Financial and Equity Services, Inc., along with a lengthy tenure at the University of Vermont Extension Service. He serves on the board of directors for the Vermont chapter of the National Association of Insurance and Financial Advisors. TRG Investment Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and government entities. The firm emphasizes fiduciary education and employs a mix of fundamental, quantitative, and qualitative investment strategies, managing a substantial portion of assets on a non-discretionary basis and sponsoring a wrap fee program.

Benjamin Taggard is a financial advisor with TRG Investment Advisors, LLC, holding a Series 63 designation and bringing 27 years of industry experience. Prior to joining TRG in 2021, he spent 15 years at Cambridge Investment Research Advisors, Inc. He is also a partner in a property development venture focused on restoring a historic building in Brattleboro, Vermont. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan consulting, institutional consulting, a sponsor-led wrap fee program, and Section 529 account management, managing a large portion of assets on a non-discretionary basis with a combination of fundamental, quantitative, and qualitative investment approaches.