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.

Russell Gilfix is a financial advisor at Wind & Rose, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Wind & Rose since 2007. Prior to that, he has been associated with Spc and Sammons Securities Company, LLC since 2005. Wind & Rose, LLC provides wealth management, financial planning, and portfolio management services to individuals and institutional clients including banks, pension plans, trusts, and charitable organizations. The firm manages a privately offered pooled investment vehicle and employs a broad, global investment approach that includes public equities, fixed income, private investments, and alternative exposures.

Erik Giard Chase is a CFA® charterholder and the sole advisor at Blue Slate Investment Management, where he has worked since 2024. He has three years of industry experience, including prior roles at Westview Investment Advisors and Champlain Investment Partners. Outside of his advisory work, he owns and operates a real estate investment and management company. Blue Slate Investment Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using fundamental analysis and favors low-cost mutual funds and ETFs, while maintaining flexibility to include individual equities, bonds, and REITs.

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.

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.

Henry Howard II is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Belpointe since 2017, following four years at Tuttle Wealth Management, LLC. Outside of his advisory role, he manages a café in Burlington, Vermont, and serves on the Board of Advisors for Nicholas College. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

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.

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.

Eric Krawitt is a financial advisor with Morgan Stanley in Shelburne, VT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of advising, he is involved with JD's Wine Bar LLC and serves on the board of The Foundation for the Horse in Lexington, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

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.

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.

Paul Valente is a CFP®-credentialed financial advisor at Fisher Investments with 17 years of industry experience. His prior roles include positions at LPL Financial, CETERA Advisor Networks, and Community Financial Services Group. Fisher Investments serves institutional and private clients globally, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis, employs tax-aware strategies, and provides sub-advisory and retirement plan services.

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.

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.

William Deemer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at M&T Bank, Bank of America, Merrill, Citizens Securities, and Key Investment Services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of solutions from financial planning to third-party asset management through a large network of investment adviser representatives.

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.