David Wilkins is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Merrill and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association, where he has been since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide array of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Jeffrey Metzler is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation. He has one year of industry experience and previously worked at Thomas Somerville Company. 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 written recommendations and ongoing retirement-income planning using proprietary research and algorithmic tools.

Anna Strout is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Travis Brown is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has prior work experience at Citizens Bank and Creed Ice. Outside of advisory work, he operates a personal eBay business focused on sales and marketing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.

Stephanie Tonra is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held positions at UBS Financial Services and Wells Fargo Clearing before joining Morgan Stanley. Tonra holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and proprietary modeling techniques as part of its investment approach.

Kevin Mc Dermott is a financial advisor with Merrill in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has also been affiliated with Bank of America, N.A. since 2011. 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, and institutional investors, utilizing both internal and third-party managers.

Dean Pelkey is a Series 66 credentialed financial advisor with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 2000 to 2009. Pelkey serves on the Development and Loan Committees of the Franklin County Industrial Development Corporation in Vermont. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Pugliese is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley since 2020 and previously at Merrill from 2007 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Kinneston is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Kinneston has been with Cetera since 2013 and is also a partner at Castle Advisors and president of Kinneston Financial Services, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Christopher Economou is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm employs structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

George Lee is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is currently with LPL Financial, having joined the firm in 2024, and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. 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 advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, with a client-focused approach that incorporates strategic, tactical, and alternative investment options.

Shawn Morin is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Metlife Securities, Inc. from 2014 to 2017, Massachusetts Mutual Life Insurance Company since 2016, and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, as well as educational seminars.

William Deemer is a financial advisor with LPL Financial in Shelburne, Vermont, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at M&T Bank, Bank of America, Merrill, Citizens Securities, and Key Investment Services. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Laura Stotz is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2017 and was previously with The Fieldstone Companies, Inc. from 2011 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Mason Beck is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at the Burlington School District, Hickock and Boardman Capital Management, and catering services. 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, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Murphy is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she held positions at Walgreens and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Argie Economou is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 56 years of industry experience. His tenure at Morgan Stanley and its affiliated entities spans over three decades, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Outside of his advisory work, Economou is involved as a limited partner in the Lake Champlain Investment Group in Burlington, VT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment modeling in its financial planning process.

Kyle Pembroke is a financial advisor with Ameriprise Financial Services in South Burlington, VT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services. He serves on the Board of Directors for Kid Safe and is an Investment Committee Member there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice based on research and algorithmic tools.

Matt Calhoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Wells Fargo Clearing in 2021. 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. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joshua Reagan is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and Castle Advisors and also serves as vice president of Technical Packaging Service, Inc., where he is involved on an as-needed basis. Cetera Investment Advisers LLC is a large national firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.