Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He currently serves as the sole advisor at Veteran Wealth Planning, having previously worked at Hanson and Doremus Investments and Planning and served in the U.S. Marine Corps. Outside of his advisory role, he owns and manages several LLCs involved in investment real estate. Veteran Wealth Planning serves a diverse client base including individuals, business entities, trusts, and expatriates, providing portfolio management, financial planning, and consulting services. The firm employs a discretionary investment approach focused on passive ETFs and modern portfolio theory, operates under fiduciary standards, and offers educational seminars and written communications to clients.

Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

Stephen Boyce is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 credential. He has been with Marble Trail Advisors since 2021 and previously worked at People's United Bank for 22 years. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and integrates annual financial planning reviews with ongoing portfolio monitoring and rebalancing.

Skylar Atkins is a financial advisor at Marble Trail Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Davis and Associates and Vermont Book Shop. Atkins has been with Marble Trail Advisors since 2018. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.

Donald Devost is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation and 15 years of industry experience. He has been with Addison Advisors LLC dba Marble Trail Advisors since 2010. Marble Trail Advisors is a fee-only wealth management firm serving individuals, families, trusts, and institutional clients, managing approximately $490.2 million in assets. The firm employs a fundamental, value-based investment approach and combines comprehensive financial planning with portfolio management and third-party manager referrals.

Jacob Haigh is a financial advisor with Capital Cities Investments in Middlebury, VT, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Community Investment Counselors, Capital Cities Investments, and Triad Advisors, Inc. since 2008-2009. Outside of his advisory work, he manages a rental property in Salisbury, VT. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds and ETFs, and employs third-party platforms for model implementation and automated rebalancing.

Megan Mandigo is a financial advisor at Marble Trail Advisors with three years of industry experience. She holds the Series 65 designation and has previously worked at Parlour LLC and Ripton Elementary School. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm employs a fundamental, value-based investment approach and manages approximately $490 million in client assets.

Eileen Mc Caffrey is a CFP® professional with four years of experience at Marble Trail Advisors. Prior to joining Marble Trail Advisors, she spent 17 years at Fothergill, Segal & Valley CPA's. Marble Trail Advisors is a fee-only firm providing comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm manages approximately $490.2 million and employs a fundamental, value-based investment approach combined with ongoing portfolio monitoring and financial planning reviews.

George Mitchell is a Series 65-licensed financial advisor with Capital Cities Investments, where he has worked for six years. His prior experience includes seven years at CDP Electric. He is also a licensed insurance agent with various carriers, dedicating less than one percent of his time to this activity. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and automated platforms for portfolio monitoring and rebalancing.

Robert Fjeld is a financial advisor at Capital Cities Investments with five years of industry experience. He holds a Series 65 designation and has worked at Community Investment Counselors and Capital Cities Investments since 2020. Outside of finance, he has served as a medication delegate and behavior interventionist at Counseling Service of Addison County since 2016. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm provides discretionary portfolio management, modular financial planning, and pension consulting, using a mix of active and passive strategies with regular portfolio monitoring.

Stuart Stevens is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Capital Cities Investments. He has been with Capital Cities Investments since 2011 and also holds roles at Community Investment Counselors, Vermont Precision Stone, Inc., and Adecco. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a blend of active and passive asset-allocation strategies and utilizes third-party platforms for model implementation and automated rebalancing.

William Koster is a financial advisor at One Day In July LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2019, following a prior role at Vermont Works Management Company, LLC. Koster serves on the Board of Directors of the Lake Champlain Maritime Museum, where he has also acted as Treasurer and manages the museum’s endowment investments. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent educational communications and outreach.

Corey Thacker is an advisor at Gannett Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Advisory, LLC, MassMutual Life Insurance Co, Mass Mutual Investors Services, and Quantum Leap Capital, LLC. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation across active and passive vehicles, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Matthew Wootten is a financial advisor at Marble Trail Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Marble Trail Advisors since 2014. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.

Danny Lattrell is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Parkland Securities, LLC since 2014. Lattrell also operates Lattrell Insurance, where he has been involved in the sale of various lines of insurance and annuities for over four decades. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Craig Eilers is an investment advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and 65 licenses and has been with Kestra Advisory since 2016, previously working with Kestra Investment Services, Nathan & Lewis Securities, and Jamieson Eilers. Outside of his advisory role, he is involved in community activities including serving with the Friends of the Moretown Memorial Library and holds a management role in an insurance agency. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive fiduciary services, plan design, and investment solutions, serving a range of clients from individual plans to large institutional investors such as sovereign wealth funds.

Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of advising, Oxford serves as a trustee and treasurer for Bristol Federated Church, coaches and organizes youth sports, participates as a board member of the Middlebury Rotary Club, and coaches golf at Mt. Abraham Union High School. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party managers, utilizing a range of advisor-managed accounts, model portfolios, and program options.

Michael Quinn is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Cetera and its related entities since 2017 and previously worked at MSI Financial Services, Inc. Quinn also owns a business specializing in fixed insurance, health insurance brokerage, and employee benefits. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Jacob Ducharme is a financial advisor with LPL Financial in Middlebury, VT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and has diverse experience across construction, education, and digital sectors. LPL Financial provides advisory and brokerage services to a broad range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops both strategic and tactical investment models.

Aaron Robertson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Based in Vergennes, VT, he serves clients as part of a large advisory team within the firm. Edward Jones is a full-service wealth management firm serving more than 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 affiliated mutual funds, operating under a fiduciary standard.

Denise Palmer is a ChFC® with 29 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 24 years. Palmer is a board member of Green Up Vermont and provides administrative support for a family farm. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Clara Charlebois Melendy is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is the owner of TrueGuidance Holdings LLC, which manages her Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to client needs.

Kevin Queally Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Queally also has involvement with a trust-related business based in Greenlawn, New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee research.

Kristine Pearsall is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with Cetera Wealth Services, LLC and Bristol Financial Services, PC since 2013. Pearsall serves as the board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Nikki Chaloux is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including NYLIFE Securities LLC, Valic Financial Advisors, and CUSO Financial Services, LP. Outside of advisory roles, she has been involved with lighting and sound businesses for over a decade. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial product offerings.

Alec Herbert is a financial advisor with LPL Financial in Burlington, VT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has previously worked at Key Investment Services LLC and Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.