Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Collin Fingon is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and over 22 years of industry experience. His career includes roles at International Assets Investments Management LLC, Cetera Advisors, and Bright Futures Wealth Management. Outside of advising, he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the boards of the Lake Bomoseen Preservation Trust and the Rutland Town School Board. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, providing investment management, financial planning, and retirement advisory services while employing customized portfolios and a combination of internal and third-party asset management.

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial and O'Brien Shortle Reynolds & Sabotka, PC, as well as experience in retail and education sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Katherine Brady is a CFP® with 15 years of experience, currently affiliated with Commonwealth Financial Network and RNL & Associates since 2016. She provides fixed insurance sales and tax preparation services through RNL & Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets, offering a variety of managed-account programs, third-party asset manager access, and custody services.

Courtney Gauthier is a Series 66–licensed financial advisor at Commonwealth Financial Network with two years of industry experience. Prior to joining Commonwealth, she worked at RNL & Associates and Vermont State University. Outside of her advisory role, she coaches youth hockey players in on-ice skills sessions. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser‑support platform that includes managed-account programs, access to third-party asset managers, retirement plan consulting, and custody services.

Timothy O'Connor is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network and RNL & Associates. He has provided financial advisory services for over a decade at these firms. In addition to investment advising, he is involved in tax preparation services and serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, and various investment options ranging from mutual funds to personalized indexing.

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

Elizabeth Despart is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at National Life Group. Outside of her advisory role, she is a general partner in Hang Time Drones, an aerial imagery company, and serves as president of DES Ventures, a consulting and real estate management business she operates with her husband. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, VT, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Christine Corbin is a Series 66-credentialed financial advisor with Morgan Stanley, based in Rutland, VT, and has 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including 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 models.

Samuel Groom is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 designations. Groom serves on the boards of the Vermont Achievement Center and Habitat for Humanity of Rutland County, both charitable organizations focused on community support and development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dana Jones is a financial advisor at Stifel with 25 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2008. He holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

George Smith Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Reed Wilcox is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Wilcox manages a short-term rental property in El Prado, New Mexico, which also serves as a secondary remote work location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, supported by a large national network of advisors and branch offices.

Donald Hubert is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 44 years of industry experience, including 16 years at Cadaret, Grant & Co., Inc., and over four decades with Lion & Panther Financial Group. Hubert operates in Rutland, Vermont. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and both discretionary and non-discretionary management options.

Margaret Jones is a financial advisor with UBS Financial Services in Rutland, VT, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Secretary on the board of the Rutland Regional Medical Center, beginning in 2024. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor plans to clients’ goals and risk tolerances.

Colton Blackman is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Eaton Vance Management and CUNA Brokerage Services, Inc. Outside of his advisory role, he is a business owner of First Chair Syrup, Inc., a company unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously with LPL Financial from 2012 to 2018. He formerly owned and operated a bagel bakery and deli business as well as a motel, both now inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kandi Graham is a financial advisor with Edward Jones in Rutland, VT, holding Series 66 and Series 63 designations and 24 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as additional capabilities such as a trust company and securities-based lending.

Kenneth Sexter is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations to support its financial planning services.

Jessica Anderson is a CFP® with 39 years of experience in the financial services industry and has been with UBS Financial Services Inc. since 2013. She serves on the board of directors for the Housing Trust of Rutland County, a local housing authority focusing on affordable housing. Additionally, she is a partner in Anderson LLC, a vacation rental business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors.

Caitlin Perry is a financial advisor at UBS Financial Services with 17 years of industry experience. She previously worked at Edward Jones for 11 years before joining UBS in 2021. Perry serves on the board of StartUp Rutland, supporting tech innovation and entrepreneurship in her community, and is the Treasurer for the Visiting Nurses Association & Hospice of the Southwest Region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Jeremy Carroll is a financial advisor with Edward Jones in Rutland, Vermont, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Carroll serves as Sponsorship Chair for the Alzheimer's Association, Vermont Chapter, and volunteers on the Walk Planning Committee for events in Rutland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Justin Pill is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, where he has worked since 2023. He has two years of industry experience and prior work history includes roles at Alderman's Chevrolet LLC and various positions in the brewing and ski resort industries. Outside of advisory work, he serves as a volunteer coordinator for the US Open of Mountain Biking event. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Jenna Hall is a Series 66-licensed financial advisor with Morgan Stanley in Rutland, Vermont, where she has worked since 2020. She has seven years of industry experience, including prior roles at UBS Financial Services and Peoples United Bank. Outside of her financial career, she serves on the board and family selection committee of Habitat for Humanity of Rutland County. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Peter Kelley is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves as president and board member of a family-owned cranberry growing operation in Brewster, Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Robert Stedman is a Series 66-licensed financial advisor with Morgan Stanley, based in Rutland, VT, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Malcolm Mead is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cambridge Investment Research Advisors since 2021, following previous roles at Cambridge Investment Research, Inc. and Fcg Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.

Zerihune Finn is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aldermans Toyota from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heidi Chamberlain is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Stifel for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Chamberlain serves as a board member of the Town of Manchester VT Select Board, where she is involved in administrative and planning activities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Pamela Brileya is a financial advisor with UBS Financial Services in Rutland, VT, holding a Series 66 designation and with 26 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is actively involved with Jafra. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research.

Kirk Smith is a financial advisor at Edward Jones in Rutland, VT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Baystate Financial and held positions outside finance, including roles at Pokeworks and Stanley Steemer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Walter Lother is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Citizens Securities Inc., LPL Financial, Vermont State ECU, and CUNA Brokerage Services, Inc., in addition to previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of nearly 24,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products under a fiduciary standard.

Richard Rodrigue is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has worked at LPL Financial since 2022 and has a long-standing association with Heritage Family Credit Union and Cuna Brokerage Services since 2005. Rodrigue also serves as a notary and has additional financial institution duties with Heritage Family Credit Union. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from internal and third-party sources.

Lon Smith is a financial advisor with Edward Jones in Rutland, Vermont, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and manages real estate properties in Rutland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Alicia Munukka is a financial advisor with UBS Financial Services in Rutland, VT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside her advisory role, she serves as secretary and treasurer of Munukka Foundations, a concrete foundation company owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.