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.

Sara Hughes is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Ryan Bartley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he is a partner at raisedLIFE, LLC, where he manages the structure and finances of the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Selena Smith is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has worked with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and firm-approved tools, with clients responsible for implementing and updating their plans.

Seychelle Duckworth is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she held various roles across education and hospitality, including positions at Mt. Mansfield Ski Academy and Bistro at Ten Acres. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

John Dannies is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the board and investment committee of the nonprofit Hunger Free Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Scott Lewis is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Raymond James Financial Services, Hickok & Boardman Capital Management, and Progressive Insurance. Outside of finance, he has experience working in roles at Smuggler's Notch Resort and as an Independent Respite Provider. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and global return estimates.

Michael Petrell is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Baystate Financial and Strategic Wealth Advisors, as well as various non-financial positions. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both direct and employer-sponsored financial planning solutions.

John Polanshek Jr. is a financial advisor with UBS Financial Services in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm operates as both a broker-dealer and investment adviser, combining institutional trading capabilities with wealth management services.

Erikson Hameline is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patricia Brodsky is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as a board member of the Red Pines Condo Association and owns a pet sitting business in Colchester, Vermont. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools to support financial decisions.

Adam Macaluso is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at TD Private Client Wealth, J.P. Morgan Securities LLC, JP Morgan Chase Bank, and Bank of America. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Charles Hall is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Rockefeller Financial LLC, Riveria Investment Group, Aviditi Financial LLC, Duff & Phelps, and Capstone Headwaters. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles and an extensive affiliate network.

Abraham Trabulsy is a financial advisor at LPL Financial with over four years of industry experience. He holds a Series 66 designation and has prior work history with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Trabulsy also spent time at the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Hameline III is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property managed by a rental service organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research.

Charles Vella is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 65 and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at M&T Bank, People’s Securities, People’s United Advisors, GWN Securities, and Gerstein Fisher, as well as independent consulting. Outside of his advisory work, 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 institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

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.