Stephen Winslow is a financial advisor with LPL Financial in Norwich, VT, holding a Series 66 designation and 14 years of industry experience. His career includes positions at LPL Financial since 2008, Mascoma Savings Bank, HSBC Securities, and Chase Investment Services. Outside of financial advising, he is a self-employed carpenter and works as a respite care worker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing model portfolios and third-party subadvisors, supported by advanced operational and research tools.

Jessica Duncklee is a financial advisor with LPL Financial in Norwich, Vermont, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with LPL Financial since 2012 and has worked at Mascoma Savings Bank since 2008. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Clara Cole is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Mascoma Bank and Loomis Sayles & Co. Outside of her advisory role, she is involved in marketing and social media for Susan Cole Realty Group. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.