Carolyn Raftery is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 16 years before joining Raymond James in 2026. She holds a Series 66 designation and is based in Burlington, VT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports a large network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Timothy Sheehan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is co-owner of two real estate-related businesses. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Sheryl Davis is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a notary public, providing document notarization services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services that cover various planning needs and specialized areas, supported by Wells Fargo’s research and planning tools.

Timothy Candon is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Burlington, Vermont. He serves clients by providing access to fiduciary services and delivering customized wealth management strategies. His approach involves understanding the individual needs and long-term goals of his clients. Tim utilizes the resources of Merrill and Bank of America to address various aspects of clients' financial lives. With 26 years of industry experience, Tim holds certifications as a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PLAN FIDUCIARY ADVISOR®. He began his career after graduating from St. Lawrence University, spending the first 15 years at Fiduciary Trust Company in Boston. Since returning to Vermont, he has continued to advise clients on retirement planning, portfolio management, education funding, and estate planning. Outside of his professional work, Tim enjoys outdoor activities such as boating, fishing, golfing, hiking, skiing, and soccer. He resides in Vermont with his wife and daughters, spending time with family and engaging in local outdoor pursuits.

Alexander White is a Series 66-licensed financial advisor with Raymond James & Associates, bringing two years of industry experience. His background includes roles at Equity Services, Inc., The Vermont Agency, and Ruben James, along with experience in fitness retail and educational settings. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Josephine Miller is a Series 66-licensed financial advisor with Ameriprise, based in Burlington, VT, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she owns a creative services business focused on sewing and teaching. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, tax-aware retirement planning and ongoing advice. The firm’s approach integrates investment research and algorithmic tools within a defined investment ecosystem that includes affiliated product options.

Amy Wolf is a CFP® and holds a Series 66 designation, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Globalfoundries from 2015 to 2018. Amy is based in Essex Junction, VT. 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 proprietary mutual funds, operating under a fiduciary standard.

Gregory Lemieux is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 13 years before joining LPL Financial in 2018. Outside of his advisory practice, he owns and operates Maple Ridge Ranch, a business focused on raising cattle and producing maple sugar products. 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, utilizing various investment approaches and technology tools, and oversees more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Jonathan Whitehouse is a financial advisor with LPL Financial in Williston, Vermont. He holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Financial, he spent 12 years with Cuso Financial Services and has been with VSECU since 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through a large network of investment adviser representatives.

Gregory Mclenithan is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Mutual Service Corporation, OSAIC Services, Inc., and American General Securities Incorporated. In addition to his advisory work, he operates a fixed insurance practice under the name Mclenithan Financial, dedicating about 20% of his time to this sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm employs a variety of investment approaches through a large network of advisors and utilizes advanced tools for research and operational support while providing a broad platform that includes insurance, credit services, and institutional partnerships.

Kristopher Daudelin is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Cuso Financial Services, LP and PricewaterhouseCoopers. 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 through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Sara Hughes is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Ryan Bartley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a partner at raisedLIFE, LLC, where he manages the structure and finances of the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Bridget Bokum is a Series 66 licensed financial advisor with 10 years of industry experience, currently with Wells Fargo Clearing since 2016 in Burlington, VT. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Polanshek Jr. is a financial advisor with UBS Financial Services in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm operates as both a broker-dealer and investment adviser, combining institutional trading capabilities with wealth management services.

Erikson Hameline is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Hall is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Rockefeller Financial LLC, Riviera Investment Group, Aviditi Financial, Duff & Phelps, and Capstone Headwaters. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.