Henry Preston

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.