Jason Thomas Partyka

Shannon Clark is a Certified Financial Planner® at The Alchemists, LLC with 10 years of industry experience. Clark has previously worked at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists, LLC manages approximately $25.7 million in assets for about 91 clients, offering portfolio management, financial planning, and retirement plan consulting. The firm focuses on long-term, passive asset-allocation strategies based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and emphasizes client education through workshops and seminars.

Margaret Koosa is a financial advisor at The Alchemists, LLC in Stamford, VT, holding Series 63 and Series 65 licenses with 14 years of industry experience. Her prior roles include positions at Brookwood Investment Group, Belpointe Asset Management, and Waddell & Reed. She is also an independent insurance agent. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals and businesses, managing approximately $25.7 million in client assets. The firm employs a long-term, passive asset-allocation strategy based on Modern Portfolio Theory, complemented by fundamental and technical analysis.

Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.

Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.

Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding a Series 65 credential and with 14 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm employs a growth-at-a-reasonable-price (GARP) investment style that combines quantitative screening and fundamental analysis, offering both total-return and relative-return approaches while considering societal effects without relying solely on social criteria.