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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
Timothy Ryan (CRD# 4805834) is an Investment Advisor Representative working at Alpenglow Advisors LLC in Killington, VT and has over 19 years of experience in the finance industry.
Brian Schlager (CRD# 4831689) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Wilder, VT and has over 19 years of experience in the finance industry.
Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
Scott Scribner (CRD# 2047462) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brandon, VT and has over 28 years of experience in the finance industry.
Lon Smith (CRD# 3123601) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 25 years of experience in the finance industry.
Mary Smith (CRD# 2730623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hanover, NH and has over 28 years of experience in the finance industry. Mary Smith 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.
Sheldon Stansfield (CRD# 6533809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 8 years of experience in the finance industry.
Stuart Stevens (CRD# 5929103) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 11 years of experience in the finance industry.
Roland Swasey (CRD# 6732367) is an Investment Advisor Representative working at Edward Jones in Lebanon, NH and has over 7 years of experience in the finance industry.
Matthew Tashjian (CRD# 2456152) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Woodstock, VT and has over 30 years of experience in the finance industry.