Lucas White is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked at Community Financial System, Inc., as well as in various roles outside of finance including Southern Pressed Juicery by Table 301 and Sherwin-Williams. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets with a planning process that incorporates firm-approved tools and outcome modeling.

Molly Higgins is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Abiomed and Memorial Health University Medical Center. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and blends retail and institutional services, including relationships with investment companies and private funds.

George Ewins Jr. is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Merrill from 1993 to 2016 before joining Raymond James in 2016. Outside of his advisory role, he is involved in managing family rental properties, including an inherited farmhouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research to support tailored advisory services.

Steve Mone is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following three years at Equity Services Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis in its advisory process.

Laura Straehla is a financial advisor with Morgan Stanley in Colchester, Vermont, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Morgan Stanley since 2013 and is also a partner in Architectural Resurrections, LLC, a real estate business she has been involved with since 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and a variety of investment products.

William Bruner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a 10% owner of Oyster Creek Sportsmen Association LLC and serves as a delegate at large for the Lamoille County Vermont Republican Party. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrea Dion is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide 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 employs structured planning tools and proprietary models in its financial planning process.

Ross Burke is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. He previously operated Burke Capital Solutions, LLC for nine years before joining Mass Mutual and its affiliated firms in 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements and various event-driven planning programs, including estate and employer-sponsored planning.

Trevor Morley is a Series 66-licensed financial advisor at Ameriprise in South Burlington, VT, with two years of industry experience. His prior work history includes roles at Equity Services Inc, National Life Group, Darn Tough Vermont, and J. Morgan's Steakhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Kiessling is a CFP®-designated financial advisor with Edward Jones in South Burlington, Vermont, where he has worked since 2016. He holds a Series 66 license and has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Bryn Rykr is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Mass Mutual Life Insurance Company and Metlife Securities. Rykr also works as an insurance broker focusing on fixed annuities. 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 ongoing financial planning and asset management, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

Hank Elitzer is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank since 2015, following an 11-year tenure with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Grady Wimble is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with two years of industry experience. His work history includes roles at KeyBank and Dealer Policy prior to joining Morgan Stanley. 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 with a focus on tailored financial planning supported by structured discovery processes and planning tools.

Emily Lee is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley Private Bank since 2017 and previously held roles at Bank of America and Merrill. Outside of her advisory work, she rents a bedroom in her home to medical students attending the University of Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its process.

Marcia Wilson is a Series 66 licensed financial advisor with Edward Jones, based in Williston, VT, and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Global Foundries from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Theresa Swett is a financial advisor with Raymond James & Associates in Burlington, VT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at Merrill from 2002 to 2016 before joining Raymond James, where she has been since 2016. Outside of her advisory role, she manages a family cottage rental through Little Moxie LLC, overseeing Airbnb operations during the summer months. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Allison Madden is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without delivering specific security recommendations as part of standalone plans.

Zachary Musgrave is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds designations including CFP® and Series 66 and is also a partner at Hickok & Boardman Capital Management. His career includes roles at Advisors In Financial Planning and Hickok & Boardman Financial Planning & HR Intelligence. 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, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports its extensive advisor network through advanced analytical tools and technology integration.

Jennifer Navin is a financial advisor with Wells Fargo Advisors in Williston, Vermont, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2012 to 2019. Outside of her advisory role, she serves as a power of attorney for a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth thresholds, utilizing in-house research and tools to develop personalized recommendations.

Patrick Phillips is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2006, also working at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.