Brad Martin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Martin serves as a board member on the Prudential Committee for the Colchester Water Department and Fire District No. 2. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and various investment strategies.

Chet Schwartz is a financial advisor with LPL Financial in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at M&T Bank, People's Securities, and Gerstein Fisher, along with over a decade as an independent consultant. Outside of finance, 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 other institutions through a broad network of investment adviser representatives. The firm offers financial planning, portfolio management, and institutional platforms, combining advisory services with extensive non-advisory financial products.

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.

Gilles Owen is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Empower Advisory Group, Prudential Insurance Company of America, and Sentinel Financial Services Company. He serves as Treasurer on the board of the Shaun Corbett Foundation, assisting with fundraising and organizational outreach. 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 ongoing, collaborative planning engagements supported by firm-approved analytical tools and educational seminars.

Azulena Godeck is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously held roles at firms including BlackRock, Vanguard, Mercer Investments, and State Street Global Advisors. Godeck participates on the Finance and Investment Committees of United Way Northwest Vermont. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 Burlington, VT, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Brooks is a guitarist and vocalist in a band named Dead to the Core, in which he holds a 20% ownership stake. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Erin Bayly is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding a Series 63 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a broad network of over 14,000 financial advisors.

Graham Voigt is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bascomb Madison & James Capital Management, W.H. Cornerstone Investments, and his own CPA firm, D.W. Voigt CPA P.C. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs alongside its own offerings, focusing on risk assessment and matching clients with appropriate investment models.

Owen Goldenbogen is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at EastRise Credit Union, Key Investment Services LLC, and Fidelity Investments. Outside of finance, he has worked in education at Parsons (The New School) and local Vermont high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining its scale with advisory and non-advisory financial activities.

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.

Roger Webster is a financial advisor with Mass Mutual Investors Services in Colchester, Vermont, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is also active as an insurance agent, offering group disability, fixed annuities, and life insurance. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative, annual planning engagements.

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.

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.