Alexander Lajeunesse is a financial advisor with Ameriprise in South Burlington, VT, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, CUSO Financial Services, and NorthCountry FCU. In addition to his advisory work, he owns AB Event Decor LLC, a business focused on event and party decoration. 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 tailored retirement income planning advice, leveraging proprietary research and third-party data to develop tax-aware withdrawal strategies and dependable income solutions.

Adrian Alquinta is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he is involved in managing a family-owned real estate LLC in Massachusetts. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Lefrancois is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Lefrancois holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Ryan Goodrich is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation. He has professional experience with Ally Pediatric Therapy and EnerNOC prior to joining Morgan Stanley in 2026. Ryan also worked as a homemaker for one year. 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 financial planning services supported by structured discovery processes and advanced modeling tools.