Jamie Ha Obrien is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC. since 2020. Prior to this, she spent ten years working in real estate with Soon Ja Park Real Estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nathan Wolfe is a CFP® professional with five years of experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to his role at Edward Jones, he worked part-time in law enforcement for the Town of Morristown and at the Lamoille County Sheriff's Department. 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 nationwide network of financial advisors and branch offices.

Adam Robert is a CFP®-designated financial advisor with LPL Financial, based in Plattsburgh, NY, and has 12 years of industry experience. He previously worked at Clute Wealth Management for five years and has been with LPL Financial since 2010. In addition to his advisory role, he writes articles on financial topics. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gilles Owen is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Empower Advisory Group, Prudential Insurance Company of America, and Sentinel Financial Services Company. He serves as Treasurer on the board of the Shaun Corbett Foundation, assisting with fundraising and organizational outreach. 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 ongoing, collaborative planning engagements supported by firm-approved analytical tools and educational seminars.

Melissa Long is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Ameriprise Financial from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm uses structured planning tools and models to support clients, managing approximately $2.74 trillion in client assets.

Jonathan Brooks is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Brooks is a guitarist and vocalist in a band named Dead to the Core, in which he holds a 20% ownership stake. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alice Rudd is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Rudd serves on the Planned Giving Committee for the Visiting Nurse Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

James Stinson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Plattsburgh, NY. Outside of his advisory work, he co-owns a professionally managed two-unit residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

James Barcomb is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior roles include positions at Cantella & Co., Inc., IC Advisory Services Inc, and The Investment Center, Inc. Barcomb serves as Vice President and board member of the Plattsburgh Housing Authority and is also a board member of Hospice of the North Country. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, with access to proprietary and third-party models, supporting both discretionary and non-discretionary portfolio management.

Alex Davison is a financial advisor with Ameriprise in Plattsburgh, NY, holding a Series 66 designation and six years of industry experience. Prior to Ameriprise, he worked at Community Bank NA and Best Western University Inn. He serves on the Board of Directors for the CCC Foundation and consults with franchise clients through INETWORK NY LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Erin Bayly is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding a Series 63 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a broad network of over 14,000 financial advisors.

Graham Voigt is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bascomb Madison & James Capital Management, W.H. Cornerstone Investments, and his own CPA firm, D.W. Voigt CPA P.C. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs alongside its own offerings, focusing on risk assessment and matching clients with appropriate investment models.

Mason Graddock is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked with The Essex Agency and the Army West Point Athletic Association. Outside of advisory work, he is an officer of CSEHL, LLC, a recreation-related business in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategies.

Damon Kinzie is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Outside of his advisory role, he owns and manages real estate investment properties in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and research.

Gregory Lambesis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Northcountry Federal Credit Union, Cuso Financial Services, Cadaret, Grant & Co., Inc., New England Securities, and Equity Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Andreas Marsala is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following a brief tenure at Abbott Laboratories. Outside of finance, he has experience working in the hospitality industry, including time spent as a server and kitchen staff at Four Quarters Brewing in Winooski, VT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Roger Webster is a financial advisor with Mass Mutual Investors Services in Colchester, Vermont, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is also active as an insurance agent, offering group disability, fixed annuities, and life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative, annual planning engagements.

Whitney Durivage is a financial advisor at Morgan Stanley with a Series 66 designation and no prior financial industry experience. Before joining Morgan Stanley in 2024, Whitney worked for 15 years at Burlington Emergency & Veterinary Specialists. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Erin Carroll is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Sean Grattan is a financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at LPL Financial and N B T Bank, N.A. for 15 years. Outside of his advisory role, he manages a home-based LLC involving real estate recordkeeping. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.