Chris Shukie is a financial advisor at UBS Financial Services with 23 years of industry experience and holds a Series 66 designation. He has worked at UBS since 2014. Outside of his advisory role, he serves as Trustee and Treasurer for the Winchester Community Music School, where he participates in fundraising and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing fee-based financial planning, discretionary and non-discretionary portfolio management, and alternative products.

Brigette White is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial where she has worked since 2009. She is also the managing partner of Hickok & Boardman Capital Management, a support company based in Burlington, VT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains specialized programs in municipal finance and retirement plan consulting.

Brittany Le Clair is a financial advisor at MassMutual Investors Services with a Series 66 credential and two years of industry experience. Her prior work includes roles at Barnyard, Next Generation VT, and Frog & Toad Child Care & Learning Center LLC. She is also the owner of LeClair Financial LLC, an entity used for advisory compensation. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers a range of planning services including estate and employer-sponsored plans.

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, MassMutual Life Insurance Company, and METLIFE Securities Inc. Monty is also involved with Professional Financial Associates, LLC, related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

Renee Yagoda is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including prior experience at Marsh. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, generally those with at least $1 million in net investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team that delivers tailored, algorithm-assisted retirement income recommendations.

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.

Jay Desautels is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he serves on the board of directors for Fletcher Allen Health Care and the University of Vermont Medical Center Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Broscious is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Andrew Howrigan is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding Series 63 and Series 66 designations and five years of industry experience. Prior to his current role, he worked at Securities America/MENT Financial Group and The Vermont Agency. Outside of financial advising, he is the founder of an apparel brand called Ballin Merch and provides solar consulting services to clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and also provides educational seminars and specialized planning programs.

Scott Maynard is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and experience in the insurance industry dating back to 2017. Prior to joining Mass Mutual in 2026, he worked at Raymond Insurance Inc and was involved with Uncommon Grounds. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers planning services that typically focus on investment strategies without discretionary authority.

Nicholas Roop is a financial advisor with Mass Mutual Investors Services in Burlington, VT, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously worked at Keurig Dr. Pepper from 2015 to 2019. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed financial analysis tools and offers event-driven planning services including estate settlement and employer-sponsored plans.

Connor Duffy is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Maple Capital Management, Key Private Bank, and several Morgan Stanley affiliates. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its process.

Alysia Perkinson is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to develop financial plans.

Graham Fisk is a financial advisor at Edward Jones in Essex Junction, VT, holding CFP® and Series 66 credentials with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at SunCommon from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Frederick Reiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes nine years at Citizens Securities, Inc. before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heidi Brosseau is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving clients at Edward Jones since 2011. She is based in Essex Junction, VT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Casey Waltz is a financial advisor with Morgan Stanley in Colchester, VT, holding the Series 63, 65, and 66 registrations. He has 19 years of industry experience and has worked at Morgan Stanley Smith Barney LLC since 2015, with a two-year gap between 2018 and 2020. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Allison Russell is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017, previously working at KS&R Inc. from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning, leveraging structured discovery processes and firm-approved tools to support client goals.

Matthew Higgins is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm uses a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Joshua Jarvis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on building deep, multi-generational relationships with clients, providing concierge-level service and personalized financial strategies tailored to each client's long-term goals. With over a decade of experience in the financial services industry, Joshua assists clients in areas including asset management, holistic planning, tax minimization strategies, trust and estate planning, college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Beyond his professional work, Joshua serves on the Board of Directors for Mentor Vermont and Partners In Adventure, and mentors with Milton Mentors. In his free time, he enjoys fishing, football, gardening, golfing, hiking, music, photography, skiing, soccer, and swimming.