Harrison Wustefeld is a financial advisor at Vanderbilt Advisory Services with a Series 65 credential and one year of industry experience. His prior work includes roles at Vanderbilt Securities, LLC and the University of Vermont, as well as experience in local business and community settings. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Craig Walker is a financial advisor with Vanderbilt Advisory Services in Montpelier, VT, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2017, he worked for the South Burlington School District for one year. He is also the owner of GVVT LLC, an entity used to manage business expenses. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers various portfolio management and financial planning services, employing a strategic investment process that integrates fundamental, technical, and charting analysis, and maintains formal relationships with retirement-plan and benefits firms to support pension consulting and plan administration.