Robert Guthrie is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven approach and modern portfolio theory. The firm includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and serves clients with tailored advisory solutions that consider plan objectives and risk tolerances.

John Pion is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 credential and beginning his career in 2026. He previously worked at Social Finance, Inc. for seven years and Deloitte Consulting for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and analysis methods.

Sherrah Harrington is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank since 2002, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Barry Compton is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, previously working at UBS Financial Services starting in 2001. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides both episodic fee-based financial planning and services related to private funds, pooled vehicles, and municipal market activities.

Morgan Adams is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo in 2021. Outside of his advisory role, Adams has a 20% ownership interest in a retail wine sales business in Middlesex, Vermont, operated jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Michael Mathon is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Carolyn Raftery is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 25 years of industry experience. She previously spent 16 years with Morgan Stanley Smith Barney. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, typically non-discretionary advice and manages programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses, supported by a broad affiliate network and municipal and public finance capabilities.

Elliot Gray is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and principal trading activities.

Timothy Sheehan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Prudential Insurance Company of America for over 30 years and Pruco Securities, LLC for 28 years before joining LPL Enterprise. Outside of his advisory role, he is co-owner of WDB, LLC and owner of Sheehan Holdings, LLC, both real estate-related businesses. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products, leveraging both internal research and third-party portfolio management on an integrated platform.

Sheryl Davis is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2009. In addition to her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Timothy Candon is a Wealth Management Advisor at Merrill Lynch Wealth Management's Burlington, Vermont office. He holds a Bachelor's Degree from St. Lawrence University and has over 25 years of experience in the financial industry. Prior to joining Merrill in 2021, Tim spent the first 15 years of his career at Fiduciary Trust Company in Boston, where he served as head trader and later as portfolio engineer. He is certified as a CERTIFIED FINANCIAL PLANNER® professional and also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Since returning to Vermont in 2015, Tim has worked as a financial advisor committed to providing fiduciary services and tailored wealth management solutions to his clients. His expertise includes education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Tim aims to understand and meet his clients' long-term goals while maintaining integrity in his relationships. Outside of his professional role, Tim enjoys spending time with his family and engaging in outdoor activities such as boating, fishing, golfing, hiking, skiing, and soccer.

Alexander White is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and The Vermont Agency. Outside of finance, he has experience in the cycling and fitness industry and has worked in educational settings. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients.

Josephine Miller is a Series 66-licensed financial advisor with Ameriprise in Burlington, VT, where she has worked since 2013, totaling 12 years of industry experience. Outside of her advisory role, she owns a creative services business focused on sewing and teaching. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.

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 at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining LPL Financial in 2018. Outside of his advisory role, he owns and operates Maple Ridge Ranch, a business involved in raising cattle and producing maple sugar products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Jonathan Whitehouse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and VSECU for 2 years prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a nationwide network of investment adviser representatives.

Marcy Smith is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at People's United Bank for 13 years. Outside of her advisory role, she is involved as a stylist selling beauty products through Color Street LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations focused on income sources and withdrawal strategies.

Gregory Mclenithan is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2009. In addition to his advisory role, he operates a sole proprietorship using fixed insurance products as part of his financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Morgan Baughman is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Additionally, he is involved with The Ransom Tavern, a restaurant and bar in South Woodstock, Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools to support its clients’ financial goals.

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.