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.

Joshua Kruk is a CFA® charterholder with nine years of industry experience. He currently serves as the sole advisor at Focus 50 Wealth Management LLC, an independent firm in Shelburne, VT. His prior experience includes roles at Goldman Sachs, National Life Group, The Business Bank, and his own firm, JMK Partners LLC. Focus 50 Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering long-term diversified investment strategies and comprehensive financial planning.

Russell Gilfix is a financial advisor at Wind & Rose, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Wind & Rose since 2007. His career also includes ongoing roles at Spc and Sammons Securities Company, LLC since 2005. Wind & Rose provides wealth management, financial planning, and portfolio management services to individuals and institutional clients, including banks, pension plans, and charitable organizations. The firm offers tailored portfolios with discretionary and non-discretionary management, employing diverse investment strategies that encompass public equities, fixed income, private investments, and alternative exposures.

Erik Giard Chase is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Blue Slate Investment Management. His prior experience includes roles at Westview Investment Advisors and Champlain Investment Partners, along with academic positions at the University of Chicago and University of Vermont. Outside of his advisory work, he operates a real estate investment and management company, allocating approximately 10% of his time to this activity. Blue Slate Investment Management provides wealth management services to individuals, high net worth clients, trusts, estates, and charitable organizations, focusing on long-term, fundamental investment strategies. The firm emphasizes low-cost, diversified portfolios utilizing mutual funds, ETFs, and other asset classes, supported by internal due diligence, AI tools, and the use of third-party sub-advisors.

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 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.

Paul Valente is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Madison Partners. His prior roles include positions at Fisher Investments, LPL Financial, CETERA Advisor Networks, and Community Financial Services Group. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on a customized, long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often utilizing third-party sub-advisers and model portfolios.

Henry Howard II is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He has worked at Belpointe since 2017 and previously spent four years at Tuttle Wealth Management, LLC. Outside of finance, he manages a café in Burlington, VT and serves on the Board of Advisors for Nicholas College in Dudley, MA. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for thousands of clients. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, often employing customized portfolios and various advisory relationships.

Danny Lattrell is a financial advisor with SPC who holds Series 66 and Series 63 licenses and has 34 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Lattrell Insurance since 1984. His other business activities include the sale of various insurance and annuity products through multiple companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through several account 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.

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® with 26 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Equity Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

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 66 and Series 63 credentials and has been associated with Cetera and its affiliated entities since 2014. Pearsall serves as board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures, third-party managers, and model portfolios.

William Deemer is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at firms including M&T Bank, Bank of America, Merrill, and Citizens Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Alec Herbert is a financial advisor with LPL Financial in Bristol, VT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Key Investment Services LLC and KeyBank. He is also involved with Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services using both discretionary and non-discretionary management supported by research and technology.