Alec Long is a financial advisor at Long Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MFS Investment Management and in roles at academic institutions including Boston University and Tufts University. Outside of finance, he was involved with Chill Vermont Gelato LLC for two years. Long Advisors LLC provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a diversified portfolio approach, and it offers public educational seminars as well as performance-based fee arrangements for qualified 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.

John Fricke is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm. Outside of his advisory work, he serves as a notary public. 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.

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved in LaRock and Sons Construction. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

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.

Michael Fletcher is a ChFC® and Series 66-licensed financial advisor at Equity Services, Inc. in Montpelier, VT, with 17 years of industry experience. He has been with Equity Services, Inc. since 2010. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profiles to tailor asset-allocation models and supporting both discretionary and non-discretionary trading strategies.

Eric Mcdowell is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equity Services and National Life since 2006. Outside of his advisory role, Mcdowell serves on the boards of the Sand Run Hunting Club and the Milton, PA Planning Commission. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, employing long-term allocation strategies alongside options for discretionary and client-approved trading.

Daniel Randall is a Series 66-licensed financial advisor with Equity Services, Inc. in Montpelier, VT, where he has worked since 1997, accumulating 28 years of industry experience. Outside of his advisory role, he serves as commissioner for the Browns River Little League, overseeing activities such as scheduling, coaching, and fundraising. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies tailored to client profiles.

Alex David is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Stifel Independent Advisors, and Wells Fargo Advisors Financial Network. He serves on the advisory board of Essential Edge Compliance Outsourcing Services, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm employs a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies, focusing on long-term asset allocations and manager-driven model portfolios.

Aidan Costello is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at GlobalFoundries and The Essex Resort and Spa. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a mix of proprietary and third-party investment platforms to deliver customized investment management.

Justin Setter is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at LPL Financial and SagePoint Financial. Outside of advising, he is involved in selling Celtic season tickets through Ticketmaster and NBA Exchange. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs both proprietary and third-party investment platforms to offer tailored portfolio management.

Daniel Wolodkiewicz is a Certified Financial Planner® with 26 years of industry experience, currently serving at Equity Services, Inc. since 2003. He is also the owner and president of Pinnacle Financial Associates, where he sells life, health, long-term care, and fixed annuities. Additionally, he acts as trustee of the Wolodkiewicz Family Trust. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term asset allocation and manager-driven portfolios.

Tyler Tutino is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and AXA Advisors, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a variety of proprietary and third-party platforms to deliver customized investment management.

Abram Nunes is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Equity Services since 2012. Outside of his advisory role, he officiates youth AAU and recreational basketball games. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocation and manager-driven model portfolios while accommodating various trading strategies and client restrictions.

Helene Lino is a financial advisor at Equity Services, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2024. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and offers investment management through various proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios.

Christopher Colby is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Sentinel Asset Management. Outside of his advisory role, he serves as treasurer for Bible Baptist Church of Berlin, VT. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management, emphasizing long-term allocations and manager-driven model portfolios while offering both discretionary and non-discretionary trading options.

Elizabeth Heeter is a Series 66-licensed financial advisor at Equity Services, Inc. in Montpelier, Vermont, with four years of industry experience. She has worked at Equity Services since 2020 and previously held roles at Village Cannery of Vermont and Twincraft Skin Care. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a range of investment platforms and strategies tailored to client profiles.

Alexander Wolodkiewicz is a CFP® professional with 10 years of industry experience, currently serving at Equity Services, Inc. and National Life Group since 2016. He previously worked at Nationwide Investment Services Corporation from 2015 to 2016. Outside of his advisory role, he is involved in financial services and insurance sales through Pinnacle Financial Associates. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party platforms to deliver investment management, emphasizing long-term allocations and manager-driven model portfolios while offering both discretionary and client-approved trading options.

Gregory Teese is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at firms including National Life Insurance Company and Sentinel Asset Management, and currently serves as Chief Compliance Officer at NLG Capital, Inc. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a mix of proprietary and third-party investment platforms to deliver manager-driven model portfolios alongside client-advised trading options.

Thomas Longfellow is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equity Services since 2006. Outside of his advisory work, Longfellow is a drummer for a local band that performs publicly. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, employing client profile questionnaires to guide asset allocation and allowing discretionary or client-approved trading.

Loren Jenson is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2005. Outside of his advisory role, Jenson serves as a board member for the Chaparral Homeowners Association in Chanhassen, MN. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a mix of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading, combining advisory services with broker-dealer product distribution.

Randall Raner is a financial advisor with Equity Services, Inc. in Montpelier, VT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1993 and has also worked with National Life of Vermont since 1990. Outside of his advisory role, he serves as president of The Vermont Agency Foundation, a charitable organization that supports local nonprofits benefiting children. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a variety of proprietary and third-party platforms to implement long-term, manager-driven investment strategies.

Whitley Mott is a financial advisor with Equity Services, Inc. in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Equity Services and National Life of Vermont since 1982. In addition to his advisory role, he owns and manages pension administration services for businesses. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and offers a range of proprietary and third-party investment platforms, emphasizing long-term asset allocation and manager-driven portfolios.

Nicholas Audet is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and New York Life Insurance Company. Prior to his financial career, he held positions at Butternut Mountain Farm, Stowe Mountain Resort, and Johnson State College. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and uses a variety of proprietary and third-party platforms to deliver investment management tailored to client profiles.

Christopher Greeley is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior roles include positions at Fidelity Investments, Santander Bank, and GWFS Equities. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, delivering both discretionary and non-discretionary investment solutions alongside an active broker-dealer platform.

Trevor Morley is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at National Life Group, Darn Tough Vermont, J. Morgan's Steakhouse, and Breckenridge Grand Vacations. Equity Services, Inc. (ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios, while also providing a range of trading strategies and client customization options.

Joshua Mallery is a Series 65 credentialed financial advisor with seven years of industry experience. He is currently affiliated with Equity Services, Inc., National Life, and Maple Capital Management. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies, serving a broad client base including high-net-worth individuals.

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.

Matthew Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. In his role, he provides personalized financial advice and portfolio management, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Matthew works closely with clients to develop customized strategies that may include hedging and monetizing concentrated or restricted stock positions. His approach involves a disciplined process focused on understanding clients' unique financial goals and life circumstances to create comprehensive wealth management plans. Matthew’s areas of expertise encompass college education planning, retirement and estate planning, executive compensation, philanthropic and socially responsible investing, tax minimization, and managing new wealth. He holds a BA in Economics and Finance from Bentley University and the CRPC™ designation from the College for Financial Planning. Additionally, he has been recognized as a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Matthew has contributed to the community through his service on the Board of Trustees for the Massachusetts Chapter of the Leukemia & Lymphoma Society. He also supports Hannah's House. His personal interests include adventure sports, baseball, cooking, golfing, music, reading, running, skiing, surfing, and traveling.

Jeffrey Wood is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Equity Services, Inc. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios or third-party strategists.

James Towne is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Waterbury, VT. His prior roles include positions at Mass Mutual Investors Services, Cetera Advisor Networks, and Edward Jones. He is the sole owner of White Mountain Investments, an LLC based in Stowe, VT. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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.

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.

Nicholas Hart is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arcadis IBI Group and the Central Transportation Planning Staff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Bruce Walbridge is a financial advisor at Edward Jones in Waterbury, VT, holding a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shedsu, Inc. from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.