Valerie Fitzgerald is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill Lynch, and UBS Financial Services. Based in Burlington, VT, she has been with Merrill and its affiliates since 2009. 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 investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

Paul Briody is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he participates in a car-sharing service on Sanibel Island, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

George Simone is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1990 and has also worked at Bank of America since 2011. Outside of his advisory role, he is involved with the Shelburne Museum in Vermont as a museum guide and serves as a higher education lecturer at the Grossman School of Business at the University of Vermont. 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, offering a range of model‑based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Lajeunesse is a financial advisor with UBS Financial Services in South Burlington, VT, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years and serves in the U.S. Air Force since 1994. Outside of advisory work, Lajeunesse is involved in community and nonprofit activities, including roles on the Montpelier Planning Commission, the Vermont Community Development Board, the advisory board of the Turkish Heritage Organization, and the board of directors for the U.S. Committee for Refugees and Immigrants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes fee-based financial planning, portfolio management, and capital markets services.

George Ewins Jr. is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Merrill from 1998 to 2016 prior to joining Raymond James. Outside of his advisory role, he and his family manage a rental farmhouse inherited from his great-great-grandfather. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutional clients, and nonprofit organizations. The firm offers financial planning and consulting services with a range of portfolio management styles, supported by in-house research and affiliate managers.

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.

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.

Trevor Morley is a Series 66-licensed financial advisor at Ameriprise in South Burlington, VT, with two years of industry experience. His prior work history includes roles at Equity Services Inc, National Life Group, Darn Tough Vermont, and J. Morgan's Steakhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Kiessling is a CFP®-designated financial advisor with Edward Jones in South Burlington, Vermont, where he has worked since 2016. He holds a Series 66 license and has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

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.

Marcia Wilson is a Series 66 licensed financial advisor with Edward Jones, based in Williston, VT, and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Global Foundries from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Zachary Musgrave is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds designations including CFP® and Series 66 and is also a partner at Hickok & Boardman Capital Management. His career includes roles at Advisors In Financial Planning and Hickok & Boardman Financial Planning & HR Intelligence. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports its extensive advisor network through advanced analytical tools and technology integration.

Jennifer Navin is a financial advisor with Wells Fargo Advisors in Williston, Vermont, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2012 to 2019. Outside of her advisory role, she serves as a power of attorney for a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth thresholds, utilizing in-house research and tools to develop personalized recommendations.

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.

Nicholas Kinneston is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to his current advisory role, he has worked for Maplebear Inc and DoorDash Inc, where he continues as a part-time food delivery driver. He is also licensed to sell life, health, disability insurance, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Flotteron is a Vice President, Senior Financial Advisor, and Portfolio Manager with the Flotteron Group at Merrill Lynch Wealth Management. He joined the group in 2017 and works with individuals, families, and business owners to develop personalized strategies focused on retirement planning, cash flow optimization, and tax-efficient wealth accumulation. Matt contributes to the group's investment strategy by conducting equity research and portfolio design to align with clients' long-term objectives. As a Portfolio Manager in Merrill's Investment Advisory Program, Matt holds designations that enable him to design and manage investment portfolios tailored to each client's goals, risk tolerance, and financial situation. His strategies include individual equities and bonds, Merrill model portfolios, and selected third-party investment solutions. Prior to Merrill, he founded and managed several businesses, gaining experience in accounting, insurance, tax, and retirement planning, which informs his comprehensive approach to wealth management. He holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Matt earned a Bachelor of Science in Business Administration with concentrations in Finance and Management Information Systems and a minor in Economics, as well as a Master of Accountancy, both from the University of Vermont's Grossman School of Business. Outside of work, Matt and his wife split their time between Stowe, Vermont, and Eastern Long Island, often with their dog, Otto. He enjoys outdoor activities such as skiing, boating, hiking, fishing, hunting, biking, surfing, and tennis. Additionally, Matt has interests in music, history, car mechanics, and atmospheric science. He and his wife support the American Red Cross, focusing on disaster relief efforts.

Alexander Lajeunesse is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, CUSO Financial Services, and NorthCountry FCU. Outside of his advisory role, he owns AB Event Decor LLC, an event and party decoration business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing investment research and algorithmic tools within a defined investment framework.

Adrian Alquinta is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he is involved in managing a family-owned real estate LLC in Massachusetts. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.