Abdullahi Sadik is an advisor at LPL Financial in South Burlington, VT, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at North Country FCU, M&T Bank, Global Foundries, Omni Precision Engineering, and Napoli Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives.

Tobin Nadeau is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory work, he is involved with TAKE IT EASEL LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Zachary Kirka is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various sectors including hospitality and fitness, and he has been involved with Ruben James Bar/Restaurant since 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Henry Romero is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at the United Nations Gift Center for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alec Kurth is a financial advisor with Charles Schwab in South Burlington, VT, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles with Charles Schwab Bank and involvement in community service activities such as Sojourners Care Network Crisis Transitional Housing Unit and Vinton County Flood Relief. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized operational support.

Patti Steffens is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Catherine Harris is a CFP® and PFS™ with 26 years of industry experience. She is currently with LPL Financial and has held roles at CHS Wealth Management & CPAs and Cetera, among others. Harris is the owner of CHS Wealth Management & CPAs, where she combines financial advisory and CPA services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisers. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Amy Phippen is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Northwestern Counseling & Support Services and held positions in education and legal sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Kimberly Nassar is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years. Kimberly also serves as a notary public in South Burlington, Vermont. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers.

Shane Norris is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at WB Mason Company for seven years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven approach to financial planning and offers specialized services including divorce planning and event-driven planning programs.

Hans Asoera is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm provides financial planning and investment consulting through a variety of portfolio management styles and offers municipal advisory services alongside market-making and execution in municipal and government bonds.

Kristin Dearborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Peterson Consulting Inc, Starbucks, and Vermont Energy Investment Corporation. Outside of her advisory role, Dearborn is a published fiction writer with multiple royalties from short stories and novels, and she serves as president of the South Burlington Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brenda Kelley is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Katherine Cunyas Torres is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. She has five years of industry experience, including prior roles at Morgan Stanley and New England Federal Credit Union. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Shawn Zwick is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Akron Cotton Products Inc. and Servpro of Burlington/Middlebury. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Amos Robinson is a financial advisor with Charles Schwab in Burlington, VT, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. His career includes roles at Charles Schwab and its affiliates since 2004, as well as prior positions at ThomasPartners, Inc. and Windhaven Investment Management. He serves on the investment committee at Saint Michael's College, overseeing the school's endowment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing in Burlington, VT. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Wells Fargo in 2018, he worked at LPL Financial, Citizens Securities, Inc., and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a range of brokerage and advisory solutions.

Colin Pomer is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has five years of industry experience. He has worked at MML Investors Services since 2021 and has prior experience with MassMutual Life Insurance Company and National Life Group. Outside of financial advising, he is a co-owner of a CrossFit gym and serves as treasurer for a youth mental health organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars with a collaborative, goal-oriented planning process.

Danielle Gilbert Richard is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 2000. She leads The GRK Group with her partner, Dorota Kim, providing personalized financial strategies that focus on clients' goals and aspirations. Danielle holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation, along with several other professional credentials. Her practice serves clients in Vermont and ten other states, specializing in areas such as family wealth management, portfolio management, philanthropic planning, and socially responsible investing. Danielle graduated from the University of Vermont with a Bachelor's degree in Natural Resources. She is a past board member of the University of Vermont Medical Center Foundation and of the Mary Haas Ovarian Cancer Early Detection Foundation. Throughout her career, Danielle has been recognized on various lists including Forbes' "America's Top Women Wealth Advisors," Forbes' "Best-in-State Wealth Advisors," Working Mother/SHOOK Research's "Top Wealth Advisor Moms," and Barron's "America's Top 1,000 Advisors: State-by-State." Outside of her professional work, Danielle enjoys boating, hiking, traveling, and spending time with her family. She lives with her husband and their son in Shelburne, Vermont.

Elizabeth Paige Fernot is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and eight years of industry experience. Prior to joining Wells Fargo in 2018, she worked at The Gathering Place and Catamount Carpet Cleaning. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of over 14,000 advisors. The firm employs research-driven investment strategies and provides a range of brokerage and advisory solutions.