Daniel Faris is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios tailored to client risk profiles.

Kyle Nicholls is a financial advisor with Commonwealth Financial Network based in South Burlington, Vermont. He holds a Series 66 designation and has 10 years of industry experience, including roles at Cuso Financial Services, L.P., Northfield Savings Bank, and Infinex Investment Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of managed portfolio options and investment solutions, supported by a dedicated Investment Management and Research team.

Daniel Streeter is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Equity Services since 2006. Outside of his advisory role, he operates a consulting firm providing services to individuals and business owners and serves as president of several consulting and insurance advisory ventures. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nathanael Parady is a financial advisor with Key Investment Services LLC in Burlington, VT. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior roles include positions at KeyBank, Equity Services Inc, and National Life Group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform combining discretionary and non-discretionary investment models, with integration across KeyCorp affiliates offering a range of financial services.

Donald Jenkins is a Series 66 licensed financial advisor with Kestra Advisory in South Burlington, VT, and has 27 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Seamus Byrne is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Morgan Stanley, having previously worked at Edward Jones and Financial Designs, Ltd. 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 firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Randy Lamberti is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and analytical models without offering individual security recommendations in standalone plans.

Amy Eroh is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in South Burlington, VT. Outside of her advisory role, she is the owner of Hero Energy LLC, a commercial property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Moulton is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in local business activities including managing a company that owns office rental space and producing and selling firewood in his community. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Meg Pelkey is a financial advisor at Morgan Stanley with 8 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2014 and is currently part of Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Ami Howes is a financial advisor with MassMutual Investors Services in Burlington, VT, holding a Series 66 designation and 25 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2011. Outside of her advisory role, she is the CEO of Advisor Mastery International, LLC, where she coaches financial professionals on practice management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and event-driven planning programs such as divorce and estate settlement planning.

Steven Gentile is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he announces college basketball games for the University of Vermont and serves as chairman of the investment committee for the Vermont Catholic Diocese. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed through a structured discovery process.

Kiernan Brisson is a financial advisor with LPL Financial based in Burlington, VT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Jackson National Life Distributors and has held roles at FedEx, UPS, Gray Television, and Vermont State University/Lyndon State College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Eric Krawitt is a financial advisor with Morgan Stanley in Shelburne, VT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of advising, he is involved with JD's Wine Bar LLC and serves on the board of The Foundation for the Horse in Lexington, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Jodi Lavallee is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, she worked in various roles within healthcare and education sectors, including positions at Champlain Valley School District and Green Mountain Surgery Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Andrew Marcotte is a financial advisor with Ameriprise in South Burlington, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Marcotte also has a role with TrueGuidance Holdings, LLC, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves collaboration between centralized service teams and financial advisors, utilizing proprietary research and third-party data within a defined investment framework.

Kari Phillips is a financial advisor with Raymond James Financial in Burlington, VT, holding a Series 66 designation and possessing 20 years of industry experience. Her prior work includes positions at Hickok & Boardman Capital Management and Advisors In Financial Planning. She is also associated with the Hickok & Boardman Capital Management Charitable Endowment Fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Erin Tress is a CFP® professional with six years of industry experience, currently advising clients through LPL Financial. Her background includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Concord Wealth Management. Outside of her advisory work, she volunteers with the Volunteer Income Tax Assistance program and serves as a board member for a local condominium association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of advisors and technology tools.

Brian Lowry is a CFP® with nine years of industry experience, currently serving as an advisor at Raymond James Financial in Burlington, VT. His prior experience includes roles at Crestwood Advisors and Raymond James entities dating back to 2016. He is a finance and investment committee member for the Burlington Country Club and serves on the board and finance committee for the Greater Burlington YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Nicholas Fukuda is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved planning tools to support clients in developing financial plans.