Carlos Calcagno Lluch

Shannon Clark is a CFP® professional with 10 years of experience in financial advisory services. She is currently with The Alchemists, LLC and has previously worked at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists, LLC serves individual investors and employer-sponsored retirement plans by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm focuses on long-term, asset-allocation oriented portfolios primarily using passive vehicles, provides ongoing planning support, and hosts educational workshops and seminars.

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 at The Alchemists, LLC in Stamford, Vermont, with 14 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at firms including Belpointe Asset Management and Brookwood Investment Group. Outside of her advisory role, she is an independent insurance agent. The Alchemists, LLC serves individual investors and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term, asset-allocation focused portfolios using mostly passive investments and offers ongoing client education and fiduciary support for retirement plans.

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. He holds Series 65 and Series 66 credentials and has 23 years of industry experience. Prior to joining Equity Services in 2018, he worked at People's Securities for nine years. Simmons is also involved in managing accounting and tax preparation services through Simmons Financial Partners and serves as a board member of the Bennington Rescue Squad, where he provides oversight on budget and finances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a range of third-party asset managers and model portfolios.