Jonathan Schneiderman is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Raymond James Financial. He has worked with Raymond James since 2004 and was previously employed at KeyBanc Capital Markets Inc. from 1999 to 2004. Schneiderman is also the owner of Adirondack Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Steve Mone is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following three years at Equity Services Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis in its advisory process.

Laura Straehla is a financial advisor with Morgan Stanley in Colchester, Vermont, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Morgan Stanley since 2013 and is also a partner in Architectural Resurrections, LLC, a real estate business she has been involved with since 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and a variety of investment products.

Paul Seymour is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 18 years at Cadaret, Grant & Co., Inc., and ownership of a financial services business since 1995. He serves on the board of Champlain Technology Group, a telephone and internet company, in addition to his advisory work. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

William Bruner is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee for a child investment trust and is a delegate at large for the Lamoille County Vermont Republican Party. 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 a broad range of brokerage and advisory solutions.

Andrea Dion is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models in its financial planning process.

Tristan Parrotte is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with MassMutual Life Insurance Co and MML Investors Services since 2015. Outside of his advisory role, Parrotte also works as an insurance broker specializing in fixed annuity contracts. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations through annual, collaborative planning engagements.

Ross Burke is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. He previously operated Burke Capital Solutions, LLC for nine years before joining Mass Mutual and its affiliated firms in 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements and various event-driven planning programs, including estate and employer-sponsored planning.

Kristi Rocheleau is a financial advisor with Ameriprise in Colchester, VT, holding a Series 66 designation and over 29 years of experience, including a long tenure at Vermont Student Assistance Corp. She joined Ameriprise in 2025 after nearly three decades with VSAC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Bryn Rykr is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Mass Mutual Life Insurance Company and Metlife Securities. Rykr also works as an insurance broker focusing on fixed annuities. 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 ongoing financial planning and asset management, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

Hank Elitzer is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank since 2015, following an 11-year tenure with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Grady Wimble is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with two years of industry experience. His work history includes roles at KeyBank and Dealer Policy prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery processes and planning tools.

Emily Lee is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley Private Bank since 2017 and previously held roles at Bank of America and Merrill. Outside of her advisory work, she rents a bedroom in her home to medical students attending the University of Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its process.

Theresa Swett is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at Merrill from 2002 to 2016 before joining Raymond James, where she has been since 2016. Outside of her advisory role, she manages a family cottage rental through Little Moxie LLC, overseeing Airbnb operations during the summer months. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Allison Madden is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without delivering specific security recommendations as part of standalone plans.

Joseph Connor is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and also has a longstanding affiliation with MassMutual Life Insurance Company beginning in 1982. Outside of advising, he is involved in insurance agency activities focusing on fixed annuities. 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 programs, employing a collaborative and software-driven approach to client goal analysis and strategy recommendations.

Christina Ubl is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial since 2003. She previously worked at Clute Wealth Management, where she also holds a co-ownership role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Patrick Phillips is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2006, also working at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Ginsberg is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Aztec Recreation and several educational and fitness organizations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Ronald Biedermann is a Series 63 licensed financial advisor with Morgan Stanley, based in Colchester, VT, and has 42 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a member of Great Bend LLC, a real estate-related business in Stowe, VT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of 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 research methodologies.