Williston, VT Hurricane Ln Office

Tobin Nadeau is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory work, he is involved with TAKE IT EASEL LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Timothy Monty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and METLIFE Securities Inc. He is also involved in non-variable insurance services alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.

Abraham Trabulsy is a financial advisor at LPL Financial with over four years of industry experience. He holds a Series 66 designation and has prior work history with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Trabulsy also spent time at the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

George Lee is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is currently with LPL Financial, having joined the firm in 2024, and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. 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, including financial planning, wrap and model portfolio programs, and institutional platforms, with a client-focused approach that incorporates strategic, tactical, and alternative investment options.

Kyle Presson is a financial advisor with LPL Financial in Williston, VT, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Mass Mutual Investors Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Kylie Richards is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at MML Investor Services, Mass Mutual Life Insurance Company, Key Investment Services, and KeyBank. Richards has experience outside finance in theater, having worked with the Merrill Theatre Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across diverse investment approaches.