Kasandra Reid

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.

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.