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.

Loren Sullivan is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to his advisory role, he is involved in insurance sales through Futurity First Insurance Group, focusing on life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering brokerage and investment advisory services with access to third-party money managers and a range of investment options. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Timothy Candon is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Burlington, Vermont. He serves clients by providing access to fiduciary services and delivering customized wealth management strategies. His approach involves understanding the individual needs and long-term goals of his clients. Tim utilizes the resources of Merrill and Bank of America to address various aspects of clients' financial lives. With 26 years of industry experience, Tim holds certifications as a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PLAN FIDUCIARY ADVISOR®. He began his career after graduating from St. Lawrence University, spending the first 15 years at Fiduciary Trust Company in Boston. Since returning to Vermont, he has continued to advise clients on retirement planning, portfolio management, education funding, and estate planning. Outside of his professional work, Tim enjoys outdoor activities such as boating, fishing, golfing, hiking, skiing, and soccer. He resides in Vermont with his wife and daughters, spending time with family and engaging in local outdoor pursuits.

Alexander White is a Series 66-licensed financial advisor with Raymond James & Associates, bringing two years of industry experience. His background includes roles at Equity Services, Inc., The Vermont Agency, and Ruben James, along with experience in fitness retail and educational settings. 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 nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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.

Peter Cadieux is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY, holding a Series 63 designation and 30 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in music as a performer and writer through his ownership of Hamagret Publishing. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, annual planning engagements and offers event-driven planning services such as estate settlement and divorce planning.

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.