Sara Hughes is a financial advisor with Merrill in Burlington, VT, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2011 and has been affiliated with Bank of America, N.A. since 2019. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ryan Bartley is a financial advisor with Raymond James & Associates in Williston, VT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in raisedLIFE, LLC, where he manages business structure and finances. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

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 25 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. 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, serving both retail and institutional clients with a notable focus on public finance and municipal work.

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 at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at TD Private Client Wealth, J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., and Bank of America, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services both directly and through Corporate Financial Planning agreements.

Charles Hall is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Rockefeller Financial LLC, Riveria Investment Group, Aviditi Financial, LLC, Duff & Phelps, Capstone Headwaters, and the University of Virginia. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a wide range of clients including individuals, pension plans, corporations, and government entities, delivering non-discretionary wealth advisory and investment consulting supported by an extensive affiliate network and capabilities in municipal and public finance.

Abraham Trabulsy is a financial advisor with LPL Financial in Williston, VT, holding a Series 66 designation and having four years of industry experience. Prior to joining LPL Financial in 2024, he worked with Mass Mutual Life Insurance Company and Mass Mutual Investors Services from 2020 to 2024. He has a background that includes academic involvement with the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. 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 offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Joseph Hameline III is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and having 27 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 on Hilton Head Island, SC. 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 investment recommendations primarily through a non-discretionary advisory model and also delivers institutional consulting and public finance services.

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 licenses and 16 years of industry experience. His prior roles include positions at M&T Bank, People's Securities, Inc., People's United Advisors, Inc., GWN Securities, Inc., and working as an independent consultant. Outside of his advisory work, he also works as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to research and model portfolios.

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.

Jennifer Mcgrath is a Series 66 licensed financial advisor with 10 years of industry experience. She is affiliated with UBS Financial Services and has been associated with Painewebber Incorporated since 1994. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides extensive capital markets services through a broad advisory network.

Bryan Deslauriers is a financial advisor with LPL Financial in South Burlington, VT, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and has been involved with the Vermont Expos Baseball Club for over 25 years. Deslauriers also serves as a Selectboard member for the Town of St. Albans, VT, and holds a notary public designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by research and a variety of investment management strategies.