Gregory Lemieux is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 13 years before joining LPL Financial in 2018. Outside of his advisory practice, he owns and operates Maple Ridge Ranch, a business focused on raising cattle and producing maple sugar products. 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 and brokerage services, utilizing various investment approaches and technology tools, and oversees more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Marcy Smith is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at People's United Bank for 13 years. Outside of her advisory role, she is involved as a stylist selling beauty products through Color Street LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations focused on income sources and withdrawal strategies.

Morgan Baughman is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Additionally, he is involved with The Ransom Tavern, a restaurant and bar in South Woodstock, Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools to support its clients’ financial goals.

Selena Smith is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has worked with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and firm-approved tools, with clients responsible for implementing and updating their plans.

Seychelle Duckworth is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she held various roles across education and hospitality, including positions at Mt. Mansfield Ski Academy and Bistro at Ten Acres. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

John Dannies is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the board and investment committee of the nonprofit Hunger Free Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and the use of analytical tools such as Monte Carlo simulations to model financial outcomes.

Scott Lewis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and 66 licenses and has previously worked at Raymond James Financial Services, Hickok & Boardman Capital Management, and Progressive Insurance. Before entering financial services, he worked five years at Smuggler's Notch Resort. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Patricia Brodsky is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as a board member of the Red Pines Condo Association and owns a pet sitting business in Colchester, Vermont. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools to support financial decisions.

Adam Macaluso is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at TD Private Client Wealth, J.P. Morgan Securities LLC, JP Morgan Chase Bank, and Bank of America. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brad Martin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Martin serves as a board member on the Prudential Committee for the Colchester Water Department and Fire District No. 2. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and various investment strategies.

Nathan Wolfe is a CFP® professional with five years of experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to his role at Edward Jones, he worked part-time in law enforcement for the Town of Morristown and at the Lamoille County Sheriff's Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gilles Owen is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Empower Advisory Group, Prudential Insurance Company of America, and Sentinel Financial Services Company. He serves as Treasurer on the board of the Shaun Corbett Foundation, assisting with fundraising and organizational outreach. 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 ongoing, collaborative planning engagements supported by firm-approved analytical tools and educational seminars.

Melissa Long is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Ameriprise Financial from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm uses structured planning tools and models to support clients, managing approximately $2.74 trillion in client assets.

Alice Rudd is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Rudd serves on the Planned Giving Committee for the Visiting Nurse Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Mason Graddock is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked with The Essex Agency and the Army West Point Athletic Association. Outside of advisory work, he is an officer of CSEHL, LLC, a recreation-related business in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategies.

Damon Kinzie is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Outside of his advisory role, he owns and manages real estate investment properties in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 utilizes a structured financial planning process supported by firm-approved tools and research.

Gregory Lambesis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Northcountry Federal Credit Union, Cuso Financial Services, Cadaret, Grant & Co., Inc., New England Securities, and Equity Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Andreas Marsala is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following a brief tenure at Abbott Laboratories. Outside of finance, he has experience working in the hospitality industry, including time spent as a server and kitchen staff at Four Quarters Brewing in Winooski, VT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Roger Webster is a financial advisor with Mass Mutual Investors Services in Colchester, Vermont, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is also active as an insurance agent, offering group disability, fixed annuities, and life insurance. 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 financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative, annual planning engagements.

Whitney Durivage is a financial advisor at Morgan Stanley with a Series 66 designation and no prior financial industry experience. Before joining Morgan Stanley in 2024, Whitney worked for 15 years at Burlington Emergency & Veterinary Specialists. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.