Large-firm, passive / index investing financial advisors 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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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 both brokerage and advisory solutions.

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.