Ellen Bauers

Matthew Sauer is a financial advisor at MDS Wealth Advisors, LLC, holding a Series 65 credential with 20 years of industry experience. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, a subscription-based financial publication providing educational and analytical content. Sauer practices law and occasionally offers related advice or products to clients outside of his advisory role. MDS Wealth Advisors offers discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term trading approach, utilizing fundamental, technical, cyclical, and quantitative analyses alongside modern portfolio theory to guide investment decisions.

Margaret Koosa is a financial advisor with The Alchemists, LLC in Stamford, Vermont. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Brookwood Investment Group LLC and Belpointe Asset Management, LLC. Koosa also works as an independent insurance agent. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting primarily for pooled vehicles and institutional retirement-plan clients, using a long-term, passive asset-allocation approach with mutual funds and ETFs. The firm also offers educational seminars and pension consulting services.

Matthew Cowie is a financial advisor with MDS Wealth Advisors, LLC in Williamstown, MA, holding a Series 65 designation and 10 years of industry experience. He has been with MDS Wealth Advisors since 2015 and is also associated with Mutual Fund Investor Guide, LLC. The firm provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. MDS Wealth Advisors employs a long-term trading approach using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.

Patricia Small is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a PFS™ designation and Series 65 license. She has 15 years of industry experience, including prior roles at Marcum Wealth, LLC and Filomeno & Company, P.C. Outside of her advisory work, she serves as a trustee of multiple trusts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Stephen Simmons is a financial advisor with Equity Services, Inc. and Simmons Financial Partners, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at People's Securities for nine years. Simmons serves on the board of the Bennington Rescue Squad, providing oversight and guidance on their budget and finances. 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 platforms and offers both discretionary and non-discretionary trading strategies tailored to client profiles.

Seth Shepard is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. Prior to joining Kestra, he worked at Commonwealth Financial Network and Girardi Distributors. He is based in Williamstown, MA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving a range of clients from large institutional investors to sovereign wealth funds.