Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is the founder and 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 manages several LLCs that oversee investment real estate operations. Veteran Wealth Planning serves a variety of private clients, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary approach with discretionary management primarily using passive ETFs, complemented by modern portfolio theory and both long- and short-term trading strategies.

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.

Megan Mandigo is a financial advisor at Silver Birch Financial LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Marble Trail Advisors and Parlour LLC. Silver Birch Financial is a fee-only investment adviser that provides comprehensive wealth management and financial planning to individuals, families, trusts, and charitable organizations. The firm uses fundamental analysis combined with long- and short-term strategies to manage portfolios primarily composed of equities, ETFs, no-load mutual funds, and fixed income.

Matthew Wootten is a financial advisor at Silver Birch Financial LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Rock Point Advisors, and Addison Advisors LLC dba Marble Trail Advisors. Silver Birch Financial is a fee-only investment adviser providing comprehensive wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm uses fundamental analysis and both long- and short-term strategies to manage discretionary portfolios, typically utilizing equities, ETFs, no-load mutual funds, and fixed income.

Stephen Boyce is a financial advisor at Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation with one year of industry experience. He worked at People's United Bank for 22 years before joining Marble Trail Advisors, where he has been since 2021. Marble Trail Advisors provides comprehensive wealth management and financial planning to individuals, families, trusts, and select institutional clients. The firm employs a value-based investment approach guided by written Investment Policy Statements and manages portfolios primarily with equities, ETFs, mutual funds, and fixed income securities, coordinating closely with clients' other professional advisors.

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.

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. Outside of advising, he is also a licensed insurance agent with various carriers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting with a focus on diversified portfolios that combine active and passive strategies, employing disciplined rebalancing and tailored investment recommendations.

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 his advisory role, Fjeld serves as a Medication Delegate and Behavior Interventionist at Counseling Service of Addison County. Capital Cities Investments serves a diverse client base including individuals, trusts, and corporations, providing portfolio management, financial planning, and pension consulting. The firm constructs diversified portfolios using mutual funds and ETFs with a focus on asset allocation and disciplined rebalancing, tailoring investment recommendations to each client's suitability factors.

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 previously worked at Vermont Works Management Company, LLC. Since 2019, he has served on the Board of Directors of the Lake Champlain Maritime Museum, where he is also the Treasurer and manages the museum’s endowment investments. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans. The firm employs an asset-allocation approach focused on passive, low-cost ETFs combined with periodic rebalancing and selective trading, and offers an optional environmental investing strategy.

Corey Thacker is a financial advisor at Gannett Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Advisory, LLC, MassMutual Life Insurance Co, MML Investors Services, LLC, Quantum Leap Capital, LLC, and Porter Medical Center. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, utilizing a blend of passive and active investment strategies and incorporating trust-affiliated custody options and crypto-related services.

Marc Tabah is a financial advisor at SVB Wealth with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Forester Capital and Lazard Asset Management. SVB Wealth serves a range of clients including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs due diligence and investment committee oversight for manager selection and allocates investment strategies across discretionary and non-discretionary accounts.

Stephen Kylander is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation and five years of industry experience. His prior roles include positions at Crow Point Investment Management, LLC and RBC Global Asset Management Inc. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing a range of investment vehicles and offering services such as family office support and retirement plan fiduciary consulting.

Danny Lattrell is a financial advisor with SPC based in Lincoln, VT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Parkland Securities, LLC since 2014 and has been involved in insurance sales through Lattrell Insurance since 1984. Outside of advisory work, he is active in the sale of various lines of insurance, annuities, and senior health insurance products through multiple affiliated firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through tailored, discretionary advice, working with Fidelity/NFS for custody and execution and maintaining distinct affiliations with broker-dealers and insurance agencies.

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Nathan & Lewis Securities, Inc. and Jamieson Eilers Inc., where he has worked since 1987. Outside of his advisory work, he is involved in nonprofit activities with the Friends of the Moretown Memorial Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advisory services, serving both large institutional clients and smaller plans with a range of third-party managed solutions.

Christopher Greeley is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Santander Securities. Voya Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and third-party strategists alongside technology-enabled tools to support both discretionary and non-discretionary investment programs.

Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

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.

Michael Quinn is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2017. Quinn also owns and operates an insurance and benefits business specializing in fixed insurance and health insurance brokerage. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program platforms and custodial arrangements.

Aaron Robertson is a financial advisor with Edward Jones in Vergennes, VT, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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 at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2014. Pearsall serves as the board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of third-party money managers through a multi-manager platform.

Alec Herbert is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC and Community Bank. 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 portfolios, third-party asset management, and institutional platforms.

Amy Mayhew is a Series 65-licensed financial advisor with LPL Financial, based in Middlebury, VT, and has seven years of industry experience. Her prior roles include positions at Wilmington Trust Investment Advisors and People's United Advisors, Inc. She also worked at People's United Bank for over two decades. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.