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.

Robert Beaulieu is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 65 designation and has previously worked with Lincoln Investment Planning, Regal Investment Advisors, Regulus Advisors, Bankers Life Securities, and ProEquities. Outside of his advisory work, he is involved with Level Four, a non-variable fixed annuity business he owns in Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Jared Burns is a financial advisor with LPL Financial based in Plattsburgh, NY. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center Inc. Burns serves on the boards of two local nonprofits, Lake Forest Senior Living and Plattsburgh Professional Connections, and volunteers with the Rotary Club of Plattsburgh. LPL Financial is a national firm that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers both discretionary and non-discretionary portfolio management supported by in-house and third-party research and utilizes advanced technologies in its investment approach.

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.

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.

Raymond Murphy is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a finance committee member of the Burlington Country Club, where he contributes to planning and budgeting activities. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Jonathan Schneiderman is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. He has 35 years of experience in the financial services industry and has been with Raymond James since 2004. He is also the owner of Adirondack Wealth Management, LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and a broad advisory network.

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.

Paul Seymour is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 18 years at Cadaret, Grant & Co., Inc., and ownership of a financial services business since 1995. He serves on the board of Champlain Technology Group, a telephone and internet company, in addition to his advisory work. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

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.

Tristan Parrotte is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with MassMutual Life Insurance Co and MML Investors Services since 2015. Outside of his advisory role, Parrotte also works as an insurance broker specializing in fixed annuity contracts. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations through annual, collaborative planning engagements.

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.