Brooke Jenne

Paul Lapointe is a financial advisor at Creative Financial Designs, Inc. in Potsdam, NY, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Creative Financial Designs and its affiliate CFD Investments Inc. since 2013. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm’s investment approach incorporates asset-class model allocations and third-party research, with offerings that include both passive and tactical strategies as well as Biblical Responsible Investing options.

Katrina Russell is a Series 66 credentialed financial advisor with Morgan Stanley, based in Potsdam, NY, and has four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, she worked in healthcare at St. Lawrence Health System and Claxton Hepburn Hospital and operated Hometown Cafe for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and methodologies.

Erin Sweeney is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Claxton Hepburn Medical Center for four years and Canton Animal Clinic for ten years. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Luke Boyle is a financial advisor with Morgan Stanley in Potsdam, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at the Kevin Daniels Agency and has held roles at the State University of New York at Potsdam, North Country Savings Bank, Martin's Country Store, and the Potsdam Central School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

James Theodore is a financial advisor with Morgan Stanley in Potsdam, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets starting in 2000. Outside of his advisory role, he serves as a director and chair of the Strategic Planning Committee for St. Lawrence Health Systems and is a board member involved in business development for the Potsdam Town and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on structured financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

John Vose is a financial advisor with Morgan Stanley in Potsdam, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning delivered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using advanced modeling tools.