Jason Mcfaul is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019 and was previously with Equity Services, Inc. for 12 years. In addition to his advisory role, he is an insurance agent specializing in individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Suzanne Shepard is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and analytical tools such as Monte Carlo simulations.

Kerri Churchill is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 credentials. In addition to her advisory roles, Churchill serves as treasurer of the Sheldon Historical Society and is a board member of a public entity through her own firm, Kerri Churchill, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers both proprietary and third-party investment strategies and supports a variety of custody and platform options tailored to client objectives.

Andrea Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank 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 range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Danielle Hogan is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets before joining Morgan Stanley in 2009. Hogan is based in Colchester, Vermont. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client goals.

Katherine Retherford is a financial advisor at Edward Jones with Series 66 credentials and over 12 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2026 before joining Edward Jones in 2026. 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 discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds.

Gail Whitehouse is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is an active musician and singer who performs with various community musical groups, both professionally and voluntarily. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Sequist is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of finance, he is president and co-owner of a manufacturing business for a horse grooming tool and works as a ski instructor at Stowe Mountain Resort. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Danielle Bower is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Morgan Stanley in 2017, where she has been with the firm and its private bank division since. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

M. Elizabeth Fluhr Kay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Jeffery Thompson is a financial advisor with Ameriprise in Essex Junction, VT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with R&D Holdings LLC, providing concierge client service support for Ameriprise Financial practices. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions and utilizes algorithmic automation alongside oversight committees to support its retirement planning services.

Matthew Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009, including time with the Private Bank, and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broader investment products. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jeffrey Barney is a financial advisor with Edward Jones based in St Albans City, VT, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Heather Lemon is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at NBT Bank and LPL Financial. Her current roles include positions with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Colleen Tremblay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

David Carris is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held roles at UBS Financial Services and Morgan Stanley Smith Barney LLC prior to his current position. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Joshua Daly is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously spent 11 years with Fidelity Charitable. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Laurie Messier is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

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.