Christopher Quintin is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His background includes 16 years at NBT Bank and LPL Financial. He is involved in the marketing and sales of fixed life, disability, long-term care, health, and annuity products through NBT Insurance Agency, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s insights to support tailored financial strategies.

Robert Shea is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Kyle Presson is a financial advisor with LPL Financial in Williston, VT, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Mass Mutual Investors Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Albert Toto III is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Amanda Peden is a financial advisor with LPL Financial based in South Burlington, VT, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Her prior roles include positions at MassMutual Life Insurance Company and New England Federal Credit Union. Outside of her advisory work, she has been involved with The Body Lab and the Burlington Surf Club. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad array of financial products and partnerships.

Blair Wolston is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at New England Federal Credit Union, LPL Financial, CUNA Brokerage Services, and VSECU. He serves on the board of directors for Homeshare Vermont, a community organization based in Burlington, VT. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Joseph Phillips is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Colchester, VT. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Dorota Kim is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been advising clients since 2005. She specializes in equity research, developing and implementing asset allocation strategies, investment manager selection due diligence, and performance oversight. Dorota serves as the primary advisor for clients’ retirement plans and focuses on personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. Dorota holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and International Management from the University of Vermont. Dorota is fluent in English and Polish and also studied French, Japanese, and Korean. In addition to her professional work, Dorota is active in the community, helping organize cultural events for the Polish community through Polonia Vermont. She lives in Williston with her husband and sons and has personal interests in interior decorating, photography, soccer, spending time with family, and traveling.

William Hauf is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes positions at Hickok & Boardman Capital Management and Raymond James Financial Services Advisors, Inc. Outside of finance, he has experience working with Vermont Tent Co. and has been involved in education at Mount Mansfield Union High School and Camels Hump Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kylie Richards is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at MML Investor Services, Mass Mutual Life Insurance Company, Key Investment Services, and KeyBank. Richards has experience outside finance in theater, having worked with the Merrill Theatre Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across diverse investment approaches.

Kristin Burns is a financial advisor at Merrill with Series 63 and Series 65 designations and 35 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. Merrill, along 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, pension plans, corporations, and charitable organizations.

Marina Mc Coy is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked at Hula and Waste Free Earth. Morgan Stanley Wealth Management provides advisory programs and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. Its planning process uses structured discovery and firm-approved tools without offering individual security recommendations as part of standalone plans.

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.

Christine Costas Morrissey is a Series 66-registered financial advisor with Morgan Stanley in Colchester, Vermont, with 14 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Paul Briody is a CFP® professional with 38 years of experience in the financial services industry, currently affiliated with Wells Fargo Advisors since 2019. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, contributing a long tenure within the Wells Fargo family of firms. Outside of his advisory work, Briody participates in a car-sharing service in Sanibel, FL, and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Christine Beall is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 14 years of industry experience. She previously worked at Edward Jones for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory work, she is a partner in Lord and Lady Cardinal LLC, a real estate business based in Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory process.

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.

James Canavan is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2008 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include relationships with investment companies, private funds, and principal trading activities.

Alison Wilson is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a sole proprietor in rental property management. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.