Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advising, Fingon is involved in community activities such as serving on the Rutland Town School Board and the Lake Bomoseen Preservation Trust, and he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial and O'Brien Shortle Reynolds & Sabotka, PC, as well as experience in retail and education sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Katherine Brady is a CFP® professional with 15 years of experience in financial advising. She has worked at LPL Financial from 2008 to 2016 and has been with Commonwealth Financial Network and RNL & Associates since 2016. In addition to advisory services, she provides tax preparation services through RNL & Associates. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and offers a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while allowing them discretion in portfolio construction.

Courtney Gauthier is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. Her prior work includes roles at RNL & Associates and Vermont State University. Outside of finance, she coaches youth hockey players in on-ice skills sessions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who manage client portfolios using a variety of securities and insurance products.

Timothy O’Connor is a CFP® professional with 25 years of industry experience. He is affiliated with Commonwealth Financial Network and RNL & Associates, where he has worked since 2016. His prior roles include positions at LPL Financial and Ronald N. Lazzaro PC. Outside of advisory services, he is involved in tax preparation and notary public activities conducted through RNL & Associates. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

Jennifer Kane is an advisor at Kestra Advisory with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Greenwich Associates and Hawkshaw, LLC. Outside of her advisory role, she is president of Green Mountain Media Group LLC, a local publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Gary Len is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Prior to that, he worked at Wayne Savings Financial Services Group from 2008 to 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

Christine Corbin is a Series 66-credentialed financial advisor with Morgan Stanley, based in Rutland, VT, and has 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Samuel Groom is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 designations. Groom serves on the boards of the Vermont Achievement Center and Habitat for Humanity of Rutland County, both charitable organizations focused on community support and development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dana Jones is a financial advisor at Stifel with 25 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2008. He holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

George Smith Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Reed Wilcox is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Wilcox manages a short-term rental property in El Prado, New Mexico, which also serves as a secondary remote work location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, supported by a large national network of advisors and branch offices.

Margaret Jones is a Series 66-licensed financial advisor with 17 years of industry experience, currently practicing at UBS Financial Services in Rutland, VT since 2013. She serves as Secretary of the Rutland Regional Medical Center board, a role she began in spring 2024. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as both a broker-dealer and futures commission merchant.

Colton Blackman is a financial advisor with LPL Financial in Rutland, VT, holding a Series 66 designation and nine years of industry experience. His prior roles include multiple positions at Eaton Vance Management and CUNA Brokerage Services. Outside of advisory work, he is a business owner of First Chair Syrup, Inc., a non-investment-related venture. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and a large network of investment adviser representatives.

Joseph Dieterle III is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of Make-A-Wish of Maine and has taken on officer roles in neighborhood associations focused on community maintenance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies through its network of financial advisors.

Kandi Graham is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus for 14 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Kenneth Sexter is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations to support its financial planning services.

Jessica Anderson is a CFP® with 39 years of experience in the financial services industry and has been with UBS Financial Services Inc. since 2013. She serves on the board of directors for the Housing Trust of Rutland County, a local housing authority focusing on affordable housing. Additionally, she is a partner in Anderson LLC, a vacation rental business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors.

Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.

Caitlin Perry is a financial advisor at UBS Financial Services with 17 years of industry experience. She previously worked at Edward Jones for 11 years before joining UBS in 2021. Perry serves on the board of StartUp Rutland, supporting tech innovation and entrepreneurship in her community, and is the Treasurer for the Visiting Nurses Association & Hospice of the Southwest Region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Justin Pill is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, where he has worked since 2023. He has two years of industry experience and prior work history includes roles at Alderman's Chevrolet LLC and various positions in the brewing and ski resort industries. Outside of advisory work, he serves as a volunteer coordinator for the US Open of Mountain Biking event. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Christopher Smiles is a Senior Financial Advisor and founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has over 40 years of experience assisting clients with complex financial decisions. He leads a team focused on providing high-touch, relationship-driven service, working closely with each client’s legal and tax advisors to develop and implement fully integrated investment strategies. His expertise includes creating customized solutions for entrepreneurs, executives, and high-net-worth families nationwide, with areas of focus such as corporate executive services, executive compensation, family wealth management, retirement planning, philanthropic planning, and tax minimization. Mr. Smiles holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned a Bachelor of Arts degree in Economics from Bates College. He resides in Weston, Vermont with his wife and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, and yoga. Christopher is also involved in community events including Nantucket Race Week’s Rainbow Parade.

Jenna Hall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Peoples United Bank. Outside of her advisory role, Hall serves as a board member and family selection committee member for Habitat for Humanity of Rutland County. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Peter Kelley is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as president and board member of a family-owned cranberry growing operation in Brewster, Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Robert Stedman is a Series 66-licensed financial advisor with Morgan Stanley, based in Rutland, VT, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Zerihune Finn is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aldermans Toyota from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heidi Chamberlain is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Stifel for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Chamberlain serves as a board member of the Town of Manchester VT Select Board, where she is involved in administrative and planning activities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Pamela Brileya is a financial advisor with UBS Financial Services in Rutland, VT, holding a Series 66 designation and with 26 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is actively involved with Jafra. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research.

Walter Lother is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Citizens Securities Inc., LPL Financial, Vermont State ECU, and CUNA Brokerage Services, Inc., in addition to previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of nearly 24,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products under a fiduciary standard.

Lon Smith is a financial advisor with Edward Jones in Rutland, Vermont, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and manages real estate properties in Rutland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Alicia Munukka is a financial advisor with UBS Financial Services in Rutland, VT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside her advisory role, she serves as secretary and treasurer of Munukka Foundations, a concrete foundation company owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Derek Karner is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services Inc. for seven years and was involved in the furniture business at Clear Lake Furniture for 27 years. He is a trustee of the Karner Family Trust and is affiliated with Diamond Point Wealth Partners as a financial advisor. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.