David Carris is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held roles at UBS Financial Services and Morgan Stanley Smith Barney LLC prior to his current position. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Shane Norris is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at WB Mason Company for seven years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven approach to financial planning and offers specialized services including divorce planning and event-driven planning programs.

Hans Asoera is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm provides financial planning and investment consulting through a variety of portfolio management styles and offers municipal advisory services alongside market-making and execution in municipal and government bonds.

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 with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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 23 years of industry experience and holds a Series 66 designation. He has worked at UBS since 2014. Outside of his advisory role, he serves as Trustee and Treasurer for the Winchester Community Music School, where he participates in fundraising and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing fee-based financial planning, discretionary and non-discretionary portfolio management, and alternative products.

Brigette White is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial where she has worked since 2009. She is also the managing partner of Hickok & Boardman Capital Management, a support company based in Burlington, VT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized programs in municipal finance and retirement plan consulting.

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 and METLIFE Securities Inc. He is also involved in non-variable insurance services alongside his advisory work. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.

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 Series 66-licensed financial advisor with Edward Jones in Colchester, VT, where she has worked since 2019. She has four years of industry experience, including eight years at Union Street Media prior to joining Edward Jones. Outside of her advisory role, she co-owns a vacation rental property in Palm Coast, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jay Desautels is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. 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, and he owns several real estate holding companies. 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 offers both brokerage and advisory solutions.