Aaron Glosser is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Colchester, VT since 2013. He holds the Series 66 designation and has maintained a role at Edward Jones throughout his career. Outside of advising, he has experience as an owner maintaining a rental property in Colchester. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Anna Glosser is a CFP® and holds a Series 66 license, with four years of industry experience. She has been with Edward Jones since 2021 and previously worked at Union Street Media for eight years. Outside of her advisory role, she co-owns a vacation rental property in Palm Coast, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and offices nationwide.