Anna Glosser is a CFP®-credentialed financial advisor at Edward Jones with five years of industry experience, all with the firm since 2021. Prior to joining Edward Jones, she worked for eight years at Union Street Media. Outside of her advisory role, she co-owns a vacation rental property with her wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Stephen Riggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial and its predecessor firm since 2002. 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 large network of investment adviser representatives.

Connor Duffy is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Maple Capital Management, Key Private Bank, and various Morgan Stanley affiliates dating back to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. 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.

Alysia Perkinson is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Citigroup Global Markets from 2001 to 2009, followed by Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools to support client financial goals.

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.

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.

Lucinda Bain is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Bain serves as a board member of the Vermont Community Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools, including scenario modeling by its Global Investment Committee.

Luc Le Blanc is a financial advisor at Morgan Stanley in Colchester, VT, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Northfield Savings Bank and has been involved in various roles including self-employed positions as a hockey official and lacrosse coach. He also has experience with several regional organizations including Rectrac LLC and the Roman Catholic Diocese of Burlington. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and investment estimates. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

William Edwards is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support financial planning.

Lucille Halvorson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Outside of finance, she is involved with Halvorson's, a restaurant in Burlington, Vermont, and Shelburne Field House LLC, a recreation business in Shelburne, Vermont. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved modeling tools, serving clients in both advisory and brokerage capacities.

Jennifer Heintz is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and spent the preceding decade at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Jonathan Barnes is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is involved with TEAM LIBBY, LLC and the Vermont Frost Heaves. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research.

John Pion is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 credential and beginning his career in 2026. He previously worked at Social Finance, Inc. for seven years and Deloitte Consulting for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and analysis methods.

Nathan Cloutier is a financial advisor with LPL Financial possessing six years of industry experience. He previously worked at SilverLake Wealth Management, LLC and was involved with Vermont Expos, Inc., operating the Vermont Lake Monsters. Outside of advisory work, he has engaged in reselling household items on a marketplace platform in Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elliot Gray is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and principal trading activities.

Amy Wolf is a CFP® and holds a Series 66 designation, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Globalfoundries from 2015 to 2018. Amy is based in Essex Junction, VT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.