Mark S Waskow

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.

Priscilla Gilbert is a CFP® professional with 15 years of industry experience, currently serving as President and Investment Advisor Representative at Blue Bear Financial, LLC. She was previously with CenterPoint Financial, Inc. for 11 years, which operates under Blue Bear Financial as a DBA. Blue Bear Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, family offices, businesses, and retirement plans. The firm employs primarily long-term, customized strategies utilizing low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, options, and derivative instruments as appropriate.

Fjolla Buza Sotak is a financial advisor with Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation and four years of industry experience. She previously worked at Interactive Brokers from 2018 to 2021 before joining Maple Capital Management, where she has been since 2021. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities using fundamental equity analysis and laddered maturity fixed-income strategies, tailoring services to client needs as discretionary managers, sub-advisors, or consultants.

Connor Herbruck is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with four years of industry experience. He has been with Maple Capital Management since 2020. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm focuses on individual securities selection through fundamental analysis and employs a laddered maturity approach for fixed income, offering tailored strategies such as equity-only, balanced, fixed-income, and insurance-specific accounts.

Ramsey Luhr is a financial advisor at Maple Capital Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Maple Capital since 2004. Maple Capital Management provides portfolio management and investment consulting services to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm offers a variety of account strategies and emphasizes individual securities selected through fundamental analysis, with an investment approach tailored to client objectives.