Philip Sheridan is a financial advisor with LPL Financial in South Burlington, VT, holding a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Merrill, Bank of America, and other financial services firms. He has also been involved in ventures such as Drink Bar LLC and worked briefly for the PGA Tour. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a wide range of non-advisory financial services.

Drew Di Mario is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab in 2024, he was involved with the Canteen Creemee Company for seven years. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates brokerage, custody, and advisory services on a large scale.

Debra Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Metzler is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation. He has one year of industry experience and previously worked at Thomas Somerville Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning using proprietary research and algorithmic tools.

Kevin Mc Dermott is a financial advisor with Merrill in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has also been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Jeffrey Kinneston is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Kinneston has been with Cetera since 2013 and is also a partner at Castle Advisors and president of Kinneston Financial Services, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

George Lee is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is currently with LPL Financial, having joined the firm in 2024, and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. 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, including financial planning, wrap and model portfolio programs, and institutional platforms, with a client-focused approach that incorporates strategic, tactical, and alternative investment options.

William Deemer is a financial advisor with LPL Financial in Shelburne, Vermont, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at M&T Bank, Bank of America, Merrill, Citizens Securities, and Key Investment Services. 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 model portfolios, third-party asset management, and institutional platforms.

Mason Beck is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at the Burlington School District, Hickock and Boardman Capital Management, and catering services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Murphy is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she held positions at Walgreens and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Kyle Pembroke is a financial advisor with Ameriprise Financial Services in South Burlington, VT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services. He serves on the Board of Directors for Kid Safe and is an Investment Committee Member there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice based on research and algorithmic tools.

Matt Calhoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Wells Fargo Clearing in 2021. 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. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joshua Reagan is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and Castle Advisors and also serves as vice president of Technical Packaging Service, Inc., where he is involved on an as-needed basis. Cetera Investment Advisers LLC is a large national firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kyle Presson is a financial advisor with LPL Financial in Williston, VT, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Mass Mutual Investors Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Amanda Peden is a financial advisor with LPL Financial based in South Burlington, VT, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Her prior roles include positions at MassMutual Life Insurance Company and New England Federal Credit Union. Outside of her advisory work, she has been involved with The Body Lab and the Burlington Surf Club. 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, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad array of financial products and partnerships.

Blair Wolston is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at New England Federal Credit Union, LPL Financial, CUNA Brokerage Services, and VSECU. He serves on the board of directors for Homeshare Vermont, a community organization based in Burlington, VT. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Dorota Kim is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been advising clients since 2005. She specializes in equity research, developing and implementing asset allocation strategies, investment manager selection due diligence, and performance oversight. Dorota serves as the primary advisor for clients’ retirement plans and focuses on personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. Dorota holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and International Management from the University of Vermont. Dorota is fluent in English and Polish and also studied French, Japanese, and Korean. In addition to her professional work, Dorota is active in the community, helping organize cultural events for the Polish community through Polonia Vermont. She lives in Williston with her husband and sons and has personal interests in interior decorating, photography, soccer, spending time with family, and traveling.

William Hauf is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes positions at Hickok & Boardman Capital Management and Raymond James Financial Services Advisors, Inc. Outside of finance, he has experience working with Vermont Tent Co. and has been involved in education at Mount Mansfield Union High School and Camels Hump Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alec Herbert is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kylie Richards is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at MML Investor Services, Mass Mutual Life Insurance Company, Key Investment Services, and KeyBank. Richards has experience outside finance in theater, having worked with the Merrill Theatre Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across diverse investment approaches.