Adam King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NBT Bank and LPL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Wilson is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Life Insurance Company, New York Life Insurance Company, Oppenheimer, and Credit Suisse Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by internal research and third-party strategists, with a focus on offering access to third-party asset managers and coordinated financial planning services.

April Bingel is a financial advisor with Wells Fargo Clearing and holds Series 63, 65, and 66 designations. She has 28 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting for individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Lucille Halvorson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Outside of finance, she is involved with Halvorson's, a restaurant in Burlington, Vermont, and Shelburne Field House LLC, a recreation business in Shelburne, Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved modeling tools, serving clients in both advisory and brokerage capacities.

Jennifer Heintz is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and spent the preceding decade at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Jonathan Barnes is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is involved with TEAM LIBBY, LLC and the Vermont Frost Heaves. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research.

Robert Guthrie is a financial advisor with Wells Fargo Clearing in Burlington, VT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

John Pion is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 credential and beginning his career in 2026. He previously worked at Social Finance, Inc. for seven years and Deloitte Consulting for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and analysis methods.

Sherrah Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Wells Fargo bank since 2002 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Morgan Adams is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo in 2021. Outside of his advisory role, Adams has a 20% ownership interest in a retail wine sales business in Middlesex, Vermont, operated jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Nathan Cloutier is a financial advisor with LPL Financial possessing six years of industry experience. He previously worked at SilverLake Wealth Management, LLC and was involved with Vermont Expos, Inc., operating the Vermont Lake Monsters. Outside of advisory work, he has engaged in reselling household items on a marketplace platform in Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Mathon is a financial advisor with Ameriprise in Burlington, VT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides detailed planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Elliot Gray is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and principal trading activities.

Loren Sullivan is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to his advisory role, he is involved in insurance sales through Futurity First Insurance Group, focusing on life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering brokerage and investment advisory services with access to third-party money managers and a range of investment options. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Timothy Candon is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Burlington, Vermont. He serves clients by providing access to fiduciary services and delivering customized wealth management strategies. His approach involves understanding the individual needs and long-term goals of his clients. Tim utilizes the resources of Merrill and Bank of America to address various aspects of clients' financial lives. With 26 years of industry experience, Tim holds certifications as a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PLAN FIDUCIARY ADVISOR®. He began his career after graduating from St. Lawrence University, spending the first 15 years at Fiduciary Trust Company in Boston. Since returning to Vermont, he has continued to advise clients on retirement planning, portfolio management, education funding, and estate planning. Outside of his professional work, Tim enjoys outdoor activities such as boating, fishing, golfing, hiking, skiing, and soccer. He resides in Vermont with his wife and daughters, spending time with family and engaging in local outdoor pursuits.

Alexander White is a Series 66-licensed financial advisor with Raymond James & Associates, bringing two years of industry experience. His background includes roles at Equity Services, Inc., The Vermont Agency, and Ruben James, along with experience in fitness retail and educational settings. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Josephine Miller is a Series 66-licensed financial advisor with Ameriprise, based in Burlington, VT, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she owns a creative services business focused on sewing and teaching. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, tax-aware retirement planning and ongoing advice. The firm’s approach integrates investment research and algorithmic tools within a defined investment ecosystem that includes affiliated product options.

Amy Wolf is a CFP® and holds a Series 66 designation, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Globalfoundries from 2015 to 2018. Amy is based in Essex Junction, VT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.