Broker Check

President's Club 2026 Qualifiers

Aaron Gaines, CSLP®

Financial Advisor

(802) 877-2300

802-877-3597

gaines_aaron@nlgroupmail.com

Aaron is a registered representative and investment adviser representative of Equity Services, Inc. Aaron offers securities in VT and is insurance licensed in VT.
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Akieel McBean

Financial Representative

954-394-8659

akieelmcbean@gmail.com

Akieel is insurance licensed in FL.
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Alec Hoke

Financial Advisor

(315) 655-1036

hoke@beaconwealthstrat.com

Alec Hoke is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.Alec is licensed to sell securities in AZ, FL, IL, MO, NC, NJ, NV, NY, PA, WI and insurance-licensed in FL, MO, NC, NJ, PA, NV, NY,...
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Angie Bergeron

Client Relations Advocate, Innovative Wellness

802-864-6819 ext. 306

802-881-2801

bergeron_angie@nlgroupmail.com

Angie is a seasoned relationship manager with over 17 years of experience in the wellness industry. She excels at building lasting partnerships with organizations while helping them promote health and financial wellbeing as an integral...

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Carrie Shepard

Director of Agent Services

(802) 861-4486

(802) 864-0331

shepard_carrie@nlgroupmail.com

Carrie processes National Life Insurance Company, Montpelier, VT and Life Insurance Company of the Southwest, Addision, TX life and annuity applications and follows up through to issue.

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Charles Archer

Financial Agent

(910) 470-7976

charlie@archerinsurancegroup.com

Charlie Archer joined the insurance industry in 2016 and specializes in working with families and business owners to design, manage and monitor their life and disability policies.Charlie graduated from Woodberry Forrest School and...
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Christopher Saras

Financial Advisor

(802) 861-4485

(802) 864-0331

saras_christopher@nlgroupmail.com

Chris Saras has been in the financial services industry for seventeen years. He is a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Vermont.

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Christopher Huchro

Financial Advisor

(518) 561-9674

(518) 561-5146

Huchro_Christopher@nlgroupmail.com

Chris Huchro is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and New Jersey. He is also licensed to sell insurance in New York and New Jersey.

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Corey Hevrin

Financial Advisor

(802) 864-6819

802-598-9902 (voice only)

802-864-0331

hevrin_corey@nlgroupmail.com

Corey Hevrin is a proud 7th generation Vermonter with deep roots in this beautiful Green Mountain state. He grew up in Jericho and graduated from Mount Mansfield Union High School, where he thrived both academically and athletically....
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Daniel Streeter, CPA, PFS

Financial Advisor

(802) 651-6928

streeter_daniel@nlgroupmail.com

Dan Streeter is a Registered Representative and Investment Adviser Representative of Equity Services Inc. and is licensed to sell securities in Vermont, Minnesota, Indiana, Massachusetts, New York and New Jersey.

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David Belisle

Financial Representative

(978) 406-9137

david@paramountfinancialma.com

David is licensed to sell Life Insurance in the states of New Hampshire and Massachusetts.
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Donald Boisvert, CLU®, ChFC®

Financial Advisor

(603) 392-7852

boisvert_donald@nlgroupmail.com

Donald Boisvert is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NH, CA, FL, VT, NY, ME and RI. He is insurance licensed in NH, ME, VT, RI, MA and FL.

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Drew Turcotte

Financial Representative

(718) 530-0977

Turcotte_Andrew@nlgroupmail.com

Drew is licensed to sell insurance in the state of MA.

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Edmond Rousse, LUTCF®

Registered Representative

(802) 505-6800

(802) 272-3088

rousse_ed@nlgroupmail.com

Edmond Rousse is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont.

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Hannah Hubscher

Marketing and Distribution Director

(805) 358-4263 (voice only)

hubscher_hannah@nlgroupmail.com

Hannah Hubscher joined The Vermont Agency in November 2023 and currently serves as the Marketing and Distribution Director. In this role, she plays a pivotal part in shaping the agency’s marketing strategy, strengthening its online...
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Harry Archer III

Financial Professional

(901) 791-7880

harry@archerinsurancegroup.com

Harry Archer III is a 30-year veteran of the life insurance industry. He has worked as an agent specializing in life insurance for business owners and professionals his entire career. Archer started as a career agent with National Life...

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James Handy, CLU®

Registered Representative

handy_james@nlgroupmail.com

Jim Handy is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Vermont. Jim is insurance licensed in the following states: Vermont

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Jason Jeffers

Financial Advisor

774-247-5535

jeffers_jason@nlgroupmail.com

Jason Jeffers is a registered representative and investment adviser representative of Equity Services, Inc. Jason offers securities in MA, VT and is insurance licensed in MA, VT.
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Jean Patno

Securities Compliance Director

802.272.5393

patno_jean@nlgroupmail.com

Jean Patno is a Registered Representative of Equity Services, Inc. (ESI), Member FINRA/SIPC, 354 Mountainvew Drive, Suite 200, Colchester, VT 05446; 802-864-6819. The Vermont Agency is independent of ESI. In CO, MO. NH, WI ESI operates...
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Jeffrey Haller

Financial Advisor

(207) 725-9227

Haller_Jeffrey@nlgroupmail.com

Jeff Haller is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Maine. Jeff is insurance licensed in the following states: Colorado, Connecticut,...
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JoAnn Thibault, FSS, CDFA

Financial Advisor

(802) 355-7564 (voice only)

(802) 864-0331

thibault_joann@nlgroupmail.com

www.JoAnnThibault.comJoAnn Thibault is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. She is also licensed to sell insurance in Vermont.

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John Holzscheiter

Registered Representative

(802) 363 4156

(802) 864-0331

holzscheiter_john@nlgroupmail.com

John Holzscheiter is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. Securities are offered solely by Equity Services, Inc. The Vermont Agency is independent of Equity Services, Inc.

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Joseph Garcia

Financial Representative

(518) 561-9674

(518) 561-5146

garcia_joseph@nlgroupmail.com

Joe brings with him more than 25 years of experience in the financial services industry. He offers his experience and commitment to individuals, business owners and their families. Joe takes great pride in working with the families and...
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Ketler Bosse

Financial Representative

(603) 264-9696

Bosse_Ketler@NLgroupmail.com

Ketler Bosse is licensed to sell life insurance in New Hampshire, Massachusetts, Rhode Island, New York, Georgia, Florida and Texas.
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Kyle Jablonski

Financial Advisor

(802) 861-8190

(802) 864-0331

Jablonski_Kyle@nlgroupmail.com

Kyle Jablonski is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Kyle offers securities in Vermont and is insurance licensed in VT, NY, FL, ME, and MA.

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Lisa Despart

Financial Advisor

518-497-5507

despart_elizabeth@nlgroupmail.com

Elizabeth Despart is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. 

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Logan Lamothe

VP of Finance

802-864-6819

lamothe_logan@nlgroupmail.com

Logan Lamothe is a finance and accounting professional with experience in budgeting, forecasting, financial auditing, accounting, and regulatory compliance. He has worked with clients across the renewable energy, utilities, higher...
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Lori Handy

Financial Representative

(802) 861-3429

(802) 864-0331

handy_lori@nlgroupmail.com

Lori is licensed to sell insurance in the state of Vermont.

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Maria Hubscher, CLU®, ChFC®, CPT, Nutritionist

Chief Wellness Officer of Marketing and Nutritionist

801-404-4625

hubscher_maria@nlgroupmail.com

Maria Hubscher is a dedicated advocate for health, education, and community well-being. She is known for her empathetic approach and passion for empowering others. Growing up with a love for learning and a strong sense of community,...
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Mark Henderson

Financial Representative

(732) 763-6447

henderson_mark@nlgroupmail.com

Mark is located in New Orleans, Louisiana.
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Matthew Walker

Financial Representative

802 318 6183 (voice only)

(802) 864-0331

walker_matthewa@nlgroupmail.com

Matthew Walker is a Registered Representative of Equity Services, Inc. and offers securities in the Arizona, Florida, Maine, New York and Vermont. He is also licensed to sell life insurance in Vermont.

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Megan Hand, CFP®

Financial Advisor

(802) 861-3421

Hand_Megan@nlgroupmail.com

Megan is passionate about educating and empowering her clients to help them pursue their financial goals and protect their loved ones. She has been working in financial services since 2012. She enjoys exploring the great outdoors of...

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Meredith Augustoni, CLU®, ChFC®

Financial Advisor

(802) 522-2684

(802) 229-3341

augustoni_m@nlgroupmail.com

Meredith Augustoni is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. She is also licensed to sell insurance in Vermont.

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Michael C. Donnelly, LUTCF®

Financial Advisor

(802) 877-2300

Donnelly_Michael@nlgroupmail.com

Michael Donnelly is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine, New Hampshire, New York, Rhode Island and Vermont. He is also insurance-licensed in Vermont,...

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Michael G. Castillo, LUTCF®, CFP®, CLU®

Financial Advisor

(802) 877-2300

(802) 877-3597

castillo_mike@nlgroupmail.com

Mike Castillo is a Registered Representative and Investment Advisor.

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Michael McCormick

Financial Representative

(802) 861-3377

(802) 864-0331

mccormick_michael@nlgroupmail.com

Michael is licensed to sell insurance in Vermont and Massachusetts.
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Michael A. Ragusa, JD*

Managing Director

ragusa_michael@nlgroupmail.com

Michael is a dynamic advisory and investment professional with over 20 years of experience driving growth and innovation. His expertise spans financial advising, team leadership, and business process development, enabling him to build...
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Michelle Lawrence, CPA, PFS

Financial Advisor

(802) 652-1174

(802) 864-0331

lawrence_michelle@nlgroupmail.com

Michelle is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont, New York & New Hampshire.

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Paul J. Cellucci

Regional Director-Southern New England

cellucci_paul@nlgroupmail.com

Paul brings over 35 years of industry experience and expertise to NPA Financial. Starting his career on the Property and Casualty side of the business, Paul has had great success and held several prominent leadership roles with some...
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Randall Raner

Owner & General Agent

(802) 864-6819

(802) 864-0331

Raner_Randall@nlgroupmail.com

Randy Raner began his financial services career in 1990. Randy first joined The Vermont Agency and National Life Insurance Company as an agent and also as a registered representative of Equity Services, Inc.

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Ross Steelman

Financial Representative

(207) 402-0488

steelman_ross@nlgroupmail.com

Ross Steelman is insurance licensed in the following states: Georgia, Maine, New Hampshire, and New Jersey.

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Samuel Terrazzino, LUTCF®, CFP®, MSM®

Associate General Agent

(716) 713 - 8877

terrazzino_samuel@nlgroupmail.com

Samuel Terrazzino is a seasoned financial services executive with more than three decades of industry experience, having begun his career in 1994. After two years as a financial advisor, Sam transitioned into sales management, marking...
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Shyla Hansen

Executive Assistant to Corey Hevrin

8022082175 (voice only)

hansen_shyla@nlgroupmail.com

Starr Barnum

Financial Advisor

(802) 324-3831

(802) 864-0331

barnumV_Starr@nlgroupmail.com

Starr specializes in helping families and business owners develop a strategy to help them reach their financial goals.

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Stephen Roberts, ChFC®

Financial Professional

(386) 338-3098

(802) 864-0331

roberts_steve@nlgroupmail.com

Steve Roberts is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, OH & VT. He is also insurance-licensed in FL, IN, NH & VT.

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Thomas Di Giacomo, LUTCF®

Financial Representative

716-898-8577

716-272-1859 (voice only)

716-242-1893

digiacomo_thomas@nlgroupmail.com

Thomas J. Di Giacomo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Tom is licensed to sell securities in New York, Rhode Island, Florida, South Carolina, and Virginia. He is also licensed...
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Timothy Keller, CLU®, ChFC®, LUTCF®, CLTC®

Managing Director

716-545-9369

keller_timothy@nlgroupmail.com

Timothy Keller, ChFC, CLU, CLTC, LUTCF, is a Managing Director in Clarence Center, NY. He is securities licensed in NY and PA. He is licensed to sell life in NY and PA.

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Townsend J. Gilbert

Financial Advisor

(802) 356-4426

gilbert_townsend@nlgroupmail.com

Townsend Gilbert is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. Townsend...

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Trystan Maddalena

Financial Advisor

(802) 598-2043

maddalena_trystan@nlgroupmail.com

Trystan Maddalena is a Registered Representative and Invesment Adviser Representative. Trystan is licensed to sell securities CA, MA, VA & VT and insurance licensed in VT, MA, NY, and FL.

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Tyler Combs

Recruiting Director and Financial Representative

(802) 343-6283

(802) 864-0331

combs_tyler@nlgroupmail.com

Tyler Combs joins The Vermont Agency as a Recruiting Director and Financial Representative in Vermont. Prior to joining the team, Tyler worked as an Account Executive at WB Mason and spent two years as a Project Coordinator at SymQuest...
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William Hinman, CLU®, ChFC®

Regional Director - Northern New England

(802) 864-6819

(802) 864-0331

Hinman_Will@nlgroupmail.com

Along with his duties as Regional Director in Northern New England, Will Hinman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell...
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William Herbst CLU®, ChFC®

Financial Professional

(802) 861-3428

herbst_bill@nlgroupmail.com

William Herbst is a Registered Representative of Equity Services, Inc. and offers securities in Vermont.

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