Sean Grattan is a financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at LPL Financial and N B T Bank, N.A. for 15 years. Outside of his advisory role, he manages a home-based LLC involving real estate recordkeeping. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Debra Rogers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Timothy Walsh is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013 in various capacities. Outside of his advisory role, he has business ownership interests including a non-investment-related venture under R&D Holdings. Ameriprise is a large institutional firm offering a retirement-income planning service targeting clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

David Wilkins is a financial advisor with Morgan Stanley based in Colchester, VT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Nicole Parker is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 17 years before joining Cetera in 2024. Outside of financial advising, she owns and operates Parker Sealcoat & Striping, LLC, a family-owned seasonal business, and serves as an elected board member of the West Bay Plaza Condo Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

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 financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, he was associated with Citigroup Global Markets beginning in 2000. Outside of his advisory role, he serves on the Development and Loan Committees of the Franklin County Industrial Development Corporation in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services that incorporate structured discovery conversations and firm-approved tools, serving 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 with seven years of industry experience. He is currently an advisor at LPL Financial and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. Lee also maintains involvement with Professional Financial Associates, LLC, a business affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Seth Blanchard is a financial advisor with Ameriprise, holding a Series 66 license and over 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns and oversees management of a mortgage holding company involved in commercial real estate. Ameriprise provides retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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 at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at firms including M&T Bank, Bank of America, Merrill, and Citizens Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.