Jonathan Brooks is a financial advisor with Wells Fargo Clearing in Williston, VT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a guitarist and vocalist in a band called Dead to the Core. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alice Rudd is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Rudd serves on the Planned Giving Committee for the Visiting Nurse Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Shane Hickey is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at NBT Capital Management Inc. and NBT Bank. He serves as a board member of The Country Club of Barre, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

James Stinson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Plattsburgh, NY. Outside of his advisory work, he co-owns a professionally managed two-unit residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Brian Wooten is a CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial in Burlington, VT, having previously worked at Charles Schwab Bank, Charles Schwab, and Vermont Federal Credit Union. Outside of his advisory role, he is involved with Community Financial Services Group, LLC. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

James Barcomb is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior roles include positions at Cantella & Co., Inc., IC Advisory Services Inc, and The Investment Center, Inc. Barcomb serves as Vice President and board member of the Plattsburgh Housing Authority and is also a board member of Hospice of the North Country. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, with access to proprietary and third-party models, supporting both discretionary and non-discretionary portfolio management.

Alex Davison is a financial advisor with Ameriprise in Plattsburgh, NY, holding a Series 66 designation and six years of industry experience. Prior to Ameriprise, he worked at Community Bank NA and Best Western University Inn. He serves on the Board of Directors for the CCC Foundation and consults with franchise clients through INETWORK NY LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Graham Voigt is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 designations and 11 years of industry experience. His work history includes roles at Bascomb Madison & James Capital Management, W.H. Cornerstone Investments, and D.W. Voigt CPA P.C. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Mason Graddock is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked with The Essex Agency and the Army West Point Athletic Association. Outside of advisory work, he is an officer of CSEHL, LLC, a recreation-related business in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategies.

Damon Kinzie is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate property management in Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Owen Goldenbogen is a financial advisor at LPL Financial with one year of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at EastRise Credit Union, Key Investment Services LLC, Fidelity Investments, and involvement with the Society for Humanistic Judaism. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Joshua Metayer is a financial advisor with Charles Schwab in South Burlington, Vermont, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade and Foresters Equity Services. Outside of his advisory work, he manages a small multifamily rental property, where he personally occupies one unit and manages the others. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment platform.

Andreas Marsala is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following a brief tenure at Abbott Laboratories. Outside of finance, he has experience working in the hospitality industry, including time spent as a server and kitchen staff at Four Quarters Brewing in Winooski, VT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Roger Webster is a financial advisor with Mass Mutual Investors Services in Colchester, Vermont, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is also active as an insurance agent, offering group disability, fixed annuities, and life insurance. 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 financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative, annual planning engagements.

Whitney Durivage is a financial advisor at Morgan Stanley with a Series 66 designation and no prior financial industry experience. Before joining Morgan Stanley in 2024, Whitney worked for 15 years at Burlington Emergency & Veterinary Specialists. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Michael Mccormack is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and possessing 26 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked with Advisors In Financial Planning starting in 1999. Outside of his advisory role, Mccormack is managing partner of Hickok & Boardman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialist offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Erin Carroll is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Richard Flood is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, after ten years with Lincoln Financial Securities Corporation and over four decades operating Flood Financial Services. He is also a commissioned notary. 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 access to diverse model portfolios and research.

Philip Sheridan is a financial advisor with LPL Financial in South Burlington, VT, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Raymond James & Associates, Merrill, Bank of America, and North Country Federal Credit Union. Outside of finance, he has worked with Drink Bar LLC and the Burlington Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and discretionary and non-discretionary management options.

Drew Di Mario is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab in 2024, he was involved with the Canteen Creemee Company for seven years. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates brokerage, custody, and advisory services on a large scale.