Kingman Penniman is a CFA® charterholder and the sole advisor at The Alchemist Fund in Montpelier, VT, with seven years of industry experience. He has been with The Alchemist Fund since 2014. The Alchemist Fund is an independent registered investment adviser that manages discretionary separately managed accounts primarily for individuals and families. The firm employs a bottom-up, value-oriented investment approach focused on a concentrated portfolio of core positions held long term, with a flexible mandate that includes domestic and foreign equities, high-yield debt, and distressed opportunities.

Alec Long is a financial advisor at Long Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MFS Investment Management and in roles at academic institutions including Boston University and Tufts University. Outside of finance, he was involved with Chill Vermont Gelato LLC for two years. Long Advisors LLC provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a diversified portfolio approach, and it offers public educational seminars as well as performance-based fee arrangements for qualified clients.

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, Vermont State Employees Credit Union, Edward Jones, and Heritage Family Credit Union. In addition to his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities. The firm employs a long-term, goal-based investment approach using professionally managed model portfolios and emphasizes client education and financial literacy.

Priscilla Gilbert is a CFP® professional with 15 years of industry experience. She is the sole advisor at Blue Bear Financial, LLC, and previously worked at CenterPoint Financial, Inc. for 11 years. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporates both fundamental and technical analysis, and offers specialized services such as options strategies and retirement-plan advisory support.

Kasandra Reid is a financial advisor at Greenhill Financial Partners with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise, LPL Financial, and VSECU. Prior to her financial services career, she held roles in education at Montpelier Roxbury Public Schools and Harwood Unified Union School District. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes client education and financial literacy and employs a long-term, goal-based investment approach grounded in Modern Portfolio Theory.

Connor Herbruck is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with three years of industry experience. Prior to joining Maple Capital Management in 2020, he held various roles including positions at Kens Pizza and Pub and Ecoverse, as well as work related to the University of Vermont. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies, supplemented by mutual funds, ETFs, or sub-advisors where appropriate.

Ramsey Luhr is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with Maple Capital Management, Inc. since 2004. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies.

Caitlyn Wilkin is a financial advisor at Maple Capital Management, Inc. with a Series 65 designation and two years of experience at the firm. Prior to joining Maple Capital Management, she worked at Bracebridge Capital for three years and has additional experience in educational institutions including Connecticut College and St. Pauls School. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base that includes high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm employs fundamental equity analysis and laddered fixed-income strategies, often using individual stocks and bonds to construct portfolios.

Debbie Montgomery is a CFP® professional with 37 years of experience in the financial industry. She has been with Maple Capital Management, Inc. since 2016 and also maintains roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets, focusing on portfolios constructed from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies.

Richard Litchfield is a CFA® charterholder with six years of industry experience. He has worked at Maple Capital Management, Inc. since 2019 and previously spent 24 years at Allmerica Financial. Maple Capital Management provides discretionary portfolio management and investment consulting to a range of individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using fundamental equity analysis and laddered fixed-income strategies.

Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Cornerstone Investment Partners and Deutsche Bank. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using individual stocks and bonds, supplemented by mutual funds, ETFs, or sub-advisors as appropriate.

Elizabeth Lewis is a CFA® charterholder with 14 years of industry experience. She has been with Maple Capital Management, Inc. since 2012. Elizabeth holds a Series 63 license and works out of Montpelier, Vermont. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in assets and constructs portfolios primarily from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies.

Clayton Shiver is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Maple Capital Management, Inc. since 2020 and previously spent nine years at Stadion Money Management LLC. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies, supplemented by mutual funds, ETFs, and sub-advisors where appropriate.

Brody Hoffman is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LaGue Inc and IG Wealth Management. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, and corporate retirement plans. The firm employs fundamental equity analysis and laddered fixed-income strategies, managing approximately $2.19 billion in regulatory assets.

Timothy Wooster is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Maple Capital Management, Inc. since 2017 and previously worked at First Advisors division of First National Bank and Bar Harbor Bank & Trust. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm constructs portfolios primarily from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies, supplementing these with mutual funds, ETFs, or sub-advisors as appropriate.

David Bosworth is a Series 65 licensed financial advisor at Maple Capital Management, Inc. in Montpelier, VT, with three years of industry experience. His prior work includes five years at Community Trust Services and eighteen years at Merchants Trust Company. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm employs fundamental equity analysis and laddered fixed-income strategies, constructing portfolios primarily from individual stocks and bonds while supplementing with mutual funds, ETFs, or sub-advisors as appropriate.

Harrison Wustefeld is a Series 65-licensed advisor with Vanderbilt Advisory Services in Montpelier, VT. He has one year of experience at Vanderbilt Securities, LLC and previously held roles at the University of Vermont, Burlington Bay Market & Cafe, and Each Green Corner. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a range of portfolio management and financial planning services supported by integrated retirement-plan and benefits consulting.

John Fricke is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm. Outside of his advisory work, he serves as a notary public. 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.

Mark Waskow is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LifeMark Securities Corp. since 2018. His background includes prior roles at Foresters Equity and extensive entrepreneurial activities through THE WASKOW GROUP and TWG Consulting Group, alongside providing bookkeeping and paralegal services. He also serves as president of the Northern New England Museum of Contemporary Art. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing a suitability-driven approach with various managed account programs and personalized portfolio management options.