Flat-fee, general retirement planning financial advisors in Rutland, VT

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.

Joseph Dieterle III is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of Make-A-Wish of Maine and has taken on officer roles in neighborhood associations focused on community maintenance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies through its network of 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.

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.

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.

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.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.