Hans Asoera is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. Prior to joining Raymond James in 2020, he worked for Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary planning and recommendations supported by an extensive affiliate network and specialized municipal advisory capabilities.

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.

Joshua Daly is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously spent 11 years with Fidelity Charitable. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Brenda Kelley is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

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 at Charles Schwab with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at ThomasPartners, Inc., Windhaven Investment Management, and various Charles Schwab affiliates. He serves as a member of the investment committee at Saint Michael's College, overseeing the school's endowment. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a centralized operational structure.

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.

Aaron Glosser is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Colchester, VT since 2013. He holds the Series 66 designation and has maintained a role at Edward Jones throughout his career. Outside of advising, he has experience as an owner maintaining a rental property in Colchester. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Laurie Messier is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Chris Shukie is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shukie serves as trustee and treasurer for the Winchester Community Music School, where he is involved in fundraising and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities. The firm provides a range of services including financial planning, portfolio management, underwriting, and custody.

Brigette White is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial since 2009. She has been associated with Raymond James Financial Services, Inc. since 1994. Outside of her advisory role, she is the managing partner of Hickok & Boardman Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

Brittany Le Clair is a financial advisor at MassMutual Investors Services with a Series 66 credential and two years of industry experience. Her prior work includes roles at Barnyard, Next Generation VT, and Frog & Toad Child Care & Learning Center LLC. She is also the owner of LeClair Financial LLC, an entity used for advisory compensation. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers a range of planning services including estate and employer-sponsored plans.

Timothy Monty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and METLIFE Securities Inc. Monty is also involved with Professional Financial Associates, LLC, related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

Renee Yagoda is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including prior experience at Marsh. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, generally those with at least $1 million in net investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team that delivers tailored, algorithm-assisted retirement income recommendations.

Anna Glosser is a CFP® and holds a Series 66 license, with four years of industry experience. She has been with Edward Jones since 2021 and previously worked at Union Street Media for eight years. Outside of her advisory role, she co-owns a vacation rental property in Palm Coast, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and offices nationwide.

Jay Desautels is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he serves on the board of directors for Fletcher Allen Health Care and the University of Vermont Medical Center Foundation. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Buckley is a financial advisor at Mass Mutual Investors Services with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Mass Mutual Investors Services since 2017, following roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1980, he has also engaged in individual and group life insurance activities. 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 offers financial planning, asset management, and educational seminars, using detailed client information and firm-approved tools to deliver written recommendations.

John Broscious is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.