Benjamin Russell is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation and over 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he is an assistant swim coach for a master's swim team and is involved in managing several business interests, including a real estate holding company and a restaurant investment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports developed with proprietary research and third-party data, emphasizing asset allocation and retirement income solutions.

Braden Prentice is a financial advisor with Edward Jones in Shelburne, VT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Flood is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked at LPL Financial since 2018, following prior roles at Lincoln Financial Securities and ALPS Holdings. Flood operates Flood Financial Services, Inc., a DBA related to her LPL business in South Burlington, Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, combining model portfolios, third-party asset management, and institutional platforms.

Katherine Retherford is a financial advisor at Edward Jones with Series 66 credentials and over 12 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2026 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds.

Charles Dinklage is a financial advisor with Equitable Advisors in Burlington, VT, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Equitable Advisors since 1995 and previously worked with AXA Advisors, LLC for 25 years. Outside of his advisory role, he serves as power of attorney for both his parents. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients. The firm utilizes a range of third-party and proprietary advisory programs and offers ERISA fiduciary services through credentialed representatives.

Gail Whitehouse is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is an active musician and singer who performs with various community musical groups, both professionally and voluntarily. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Sequist is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of finance, he is president and co-owner of a manufacturing business for a horse grooming tool and works as a ski instructor at Stowe Mountain Resort. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Danielle Bower is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Morgan Stanley in 2017, where she has been with the firm and its private bank division since. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

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.

M. Elizabeth Fluhr Kay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Jeffery Thompson is a financial advisor with Ameriprise in Essex Junction, VT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with R&D Holdings LLC, providing concierge client service support for Ameriprise Financial practices. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions and utilizes algorithmic automation alongside oversight committees to support its retirement planning services.

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.

Matthew Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009, including time with the Private Bank, and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broader investment products. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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.

Heather Lemon is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at NBT Bank and LPL Financial. Her current roles include positions with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.