CFP®-certified financial advisors working with clients approaching retirement in Burlington, VT

Anastasia Surmava is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding a Series 66 credential and five years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2021. Outside of her advisory work, she is co-founder and U.S. principal of Advanz Pay, a financial technology company focused on earned wage access solutions for HR companies in government and healthcare sectors. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual client relationships and event-driven planning services.

Max Rooney is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Wilmington Trust, a division of M&T Bank, where he holds the position of Senior Wealth Advisor and SVP. His prior experience includes roles at People's United Advisors, Fidelity Investments, TIAA-CREF, and Northwestern Mutual Investment Management. Additionally, Rooney is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by various research and operational tools.

Amos Robinson is a financial advisor with Charles Schwab in Burlington, VT, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. His career includes roles at Charles Schwab and its affiliates since 2004, as well as prior positions at ThomasPartners, Inc. and Windhaven Investment Management. He serves on the investment committee at Saint Michael's College, overseeing the school's endowment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational structure.

Christopher Mc Keown is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 credential with two years of industry experience. His previous work includes roles at Omnicom Media Group and Universal McCann. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans, emphasizing a mostly passive, asset-allocation approach supplemented by periodic rebalancing and limited short-term trades. The firm also offers environmental investing options and an active client education program.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.