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.

Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

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.

Caitlyn Wilkin is a financial advisor at Maple Capital Management, Inc. She holds a Series 65 designation and has three years of industry experience, including prior roles at Bracebridge Capital and various academic institutions. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, retirement plans, foundations, and corporations. The firm uses a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering a range of account strategies tailored to client needs.

Thomas Rawlings is a financial advisor at Maple Capital Management, Inc. He holds a Series 65 license and has one year of industry experience. Prior to joining Maple Capital Management, he operated Rawlings Consulting Services, LLC for eight years. 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, emphasizing fundamental analysis for equities and a laddered maturity strategy for fixed income, with selective use of mutual funds and ETFs.

Timothy Mazurczak is a CFA® charterholder with three years of industry experience, currently an advisor at Maple Capital Management, Inc. He has worked previously at Dowling & Partners, Sterling Investment Counsel, Northrop Grumman, and CITIGROUP. Maple Capital Management provides portfolio management and investment consulting to a diverse client base that includes individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach emphasizes individual securities with fundamental analysis for equity selection and a laddered maturity strategy for fixed income, offering flexible roles as discretionary manager, sub-advisor, or consultant based on client needs.

Debbie Montgomery is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at Maple Capital Management, Inc., where she has been since 2016. Her prior experience includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. 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 uses a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering tailored account strategies to meet varied client needs.

Richard Litchfield is a CFA® charterholder with seven years of experience in the financial industry, currently serving as an advisor at Maple Capital Management, Inc. since 2019. Prior to this, he worked at Allmerica Financial for 24 years. 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 with fundamental analysis for equity selection and a laddered maturity strategy for fixed income, offering flexible account strategies tailored to client needs.

Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Cornerstone Investment Partners and Deutsche Bank. 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 through fundamental equity analysis and a laddered maturity strategy for fixed income, with options for equity-only, balanced, fixed-income, and cash management accounts tailored to client needs.

Elizabeth Lewis is a CFA® charterholder with 14 years of industry experience. She has been with Maple Capital Management, Inc. since 2012. 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 with fundamental equity analysis and a laddered fixed-income strategy, complemented by selective use of mutual funds and ETFs.

Clayton Shiver is a CFA® charterholder with 16 years of industry experience. He has been with Maple Capital Management, Inc. since 2020 and previously worked at Stadion Money Management LLC for nine years. 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’s investment process focuses on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering customized account strategies and serving clients as discretionary manager, sub-advisor, or consultant.

Brody Hoffman is a financial advisor at Maple Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously at LaGue Inc and IG Wealth Management. His background includes roles outside finance, such as a position with the East Coast Hockey League. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, and institutional clients. The firm’s investment approach focuses on individual securities with fundamental equity analysis and a laddered fixed-income strategy, offering tailored account strategies and using mutual funds and ETFs selectively.

Timothy Wooster is a financial advisor at Maple Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Maple Capital since 2017, following a one-year tenure at the First Advisors division of First National Bank. 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 process focuses on individual securities through fundamental analysis and a laddered fixed-income approach, offering various account strategies tailored to client needs.

David Bosworth is a financial advisor at Maple Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Community Trust Services and Merchants Trust Company. 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 process centers on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering a variety of account strategies tailored to client needs.

Harrison Wustefeld is a financial advisor at Vanderbilt Advisory Services with a Series 65 credential and one year of industry experience. His prior work includes roles at Vanderbilt Securities, LLC and the University of Vermont, as well as experience in local business and community settings. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

John Fricke is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm. Outside of his advisory work, he serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.