Abraham Trabulsy is a financial advisor at LPL Financial with over four years of industry experience. He holds a Series 66 designation and has prior work history with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Trabulsy also spent time at the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Hameline III is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property managed by a rental service organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research.

Charles Vella is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chet Schwartz is a financial advisor with LPL Financial in Burlington, VT, holding Series 65 and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at M&T Bank, People’s Securities, People’s United Advisors, GWN Securities, and Gerstein Fisher, as well as independent consulting. Outside of his advisory work, he has worked as an Uber driver. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

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.

Jennifer Mcgrath is a Series 66 licensed financial advisor with 10 years of industry experience. She is affiliated with UBS Financial Services and has been associated with Painewebber Incorporated since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides extensive capital markets services through a broad advisory network.

Bryan Deslauriers is a financial advisor with LPL Financial in South Burlington, VT, holding Series 63 and 66 licenses and 16 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and involvement with the St. Albans Town Educational Center. Outside of finance, he has been associated with the Vermont Expos Baseball Club for over two decades and serves as a selectman for the Town of St. Albans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of services including financial planning, model portfolios, and institutional platforms. The firm supports its network of advisors with advanced research tools and provides advisory and brokerage services to individuals, retirement plan participants, banks, and trust companies.

Azulena Godeck is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial in Burlington, VT. Her career includes roles at Vanguard, BlackRock, Mercer Investments, and State Street Global Advisors. She serves on the Finance and Investment Committees for United Way Northwest Vermont. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jason Frank is a CFP® with 16 years of industry experience currently affiliated with LPL Financial in Williston, VT. His prior experience includes 11 years at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as roles at Rock Point Advisors, HSBC Securities, and Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Jonathan Brooks is a financial advisor with Wells Fargo Clearing in Williston, VT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a guitarist and vocalist in a band called Dead to the Core. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shane Hickey is a financial advisor with LPL Financial, holding a Series 66 designation and having eight years of industry experience. He previously worked at NBT Capital Management and currently serves on the board of The Country Club of Barre, Inc. in 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform that combines advisory and non-advisory financial activities.

Clara Charlebois Melendy is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is the owner of TrueGuidance Holdings LLC, which manages her Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to client needs.

Brian Wooten is a financial advisor with LPL Financial in Burlington, VT, holding the CFP® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has previously worked at Charles Schwab Bank, Vermont Federal Credit Union, Citizens Securities, and Chittenden Securities. He is also involved with Community Financial Services Group, LLC in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a large scale of operations.

Graham Voigt is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 designations and 11 years of industry experience. His work history includes roles at Bascomb Madison & James Capital Management, W.H. Cornerstone Investments, and D.W. Voigt CPA P.C. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Owen Goldenbogen is a financial advisor with LPL Financial in Williston, VT. He holds the Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at EastRise Credit Union, Key Investment Services LLC, and Fidelity Investments. Outside of finance, he has experience in education and hospitality, including teaching positions at Parsons (The New School) and the Community College of Vermont, as well as involvement with AND Sons Hospitality Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions supported by both in-house research and third-party subadvisors.

Joshua Metayer is a financial advisor with Charles Schwab in South Burlington, Vermont, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade and Foresters Equity Services. Outside of his advisory work, he manages a small multifamily rental property, where he personally occupies one unit and manages the others. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment platform.

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.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera and its affiliated entities since 2014. Pearsall serves as board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures, third-party managers, and model portfolios.

Michael Mccormack is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and possessing 26 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked with Advisors In Financial Planning starting in 1999. Outside of his advisory role, Mccormack is managing partner of Hickok & Boardman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialist offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated Flood Financial Services since 1982. Flood is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging both proprietary and third-party strategies, while supporting advisors with advanced operational and research tools.