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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Golonka (CRD# 2209094) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 32 years of experience in the finance industry. Thomas Golonka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Granai (CRD# 1771641) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 36 years of experience in the finance industry.
Stefanie Gretkowski (CRD# 3137994) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 22 years of experience in the finance industry.
Benjamin Hadley (CRD# 3121378) is an Investment Advisor Representative working at Eagle Strategies LLC in South Burlington, VT and has over 24 years of experience in the finance industry.
Jacob Haigh (CRD# 5068661) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 18 years of experience in the finance industry.
John J Harm Iii (CRD# 2599239) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 28 years of experience in the finance industry.
Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has 1 year of experience in the finance industry. Bret Hodgdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Jenkins (CRD# 3140791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 25 years of experience in the finance industry.
Matthew Johnson (CRD# 5282900) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Thomas Kazak (CRD# 821251) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Burlington, VT and has over 41 years of experience in the finance industry.