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.

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.

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.

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.

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.

Kristi Rocheleau is a financial advisor with Ameriprise in Colchester, VT, holding a Series 66 designation and over 29 years of experience, including a long tenure at Vermont Student Assistance Corp. She joined Ameriprise in 2025 after nearly three decades with VSAC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

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.

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.

Alex Ginsberg is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Aztec Recreation and several educational and fitness organizations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Ronald Biedermann is a Series 63 licensed financial advisor with Morgan Stanley, based in Colchester, VT, and has 42 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a member of Great Bend LLC, a real estate-related business in Stowe, VT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research methodologies.

Jason Dubois is a financial advisor with Ameriprise in Williston, VT, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he is co-owner of a mortgage holding company, SJB Holdings, and a financial planning company, R&D Holdings. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.

Kaitlin Bensel is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at One Day In July LLC and in academic roles at Fairfield University and Villanova University. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides these services both directly and through corporate financial planning agreements.

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.