Robert Adams

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.

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, 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.

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.

Carlos Lluch is a CFP® with 35 years of experience in the financial services industry. He has worked with LPL Financial since 1996 and has been with Perennial Financial Services since 2017. In addition to his advisory role, he operates an insurance agency, Insurance Options, which he has been involved with since 1989. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual, trust, pension, and corporate clients. The firm utilizes a range of investment strategies tailored to client goals and integrates advanced technology, including AI tools and multi-custodian platforms, managing approximately $2.5 billion in discretionary assets.

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.