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.

Richard Briand Jr. is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and LPL Financial. He serves on the investment committee for the Society of St. Edmund. Silverlake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides customized investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, employing a primarily long-term investment approach with fundamental and technical analysis.

Ryan Bergmann is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Silverlake Wealth Management LLC since 2022 and previously was with Morgan Stanley and Morgan Stanley Private Bank. Before entering financial services, he spent seven years at Gap Inc. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers customized investment management and financial planning, managing approximately $849 million in client assets with a primarily long-term investment approach that includes both discretionary and non-discretionary portfolio management.

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.

Hans Smith is a Series 65-licensed financial advisor with 12 years of industry experience. He joined SilverLake Wealth Management LLC in 2025 and previously worked at One Day In July LLC, Taughannock Aviation, and Thornton Investment Management PLLC. SilverLake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach using fundamental and technical analysis across diversified portfolios, and offers specialized services including digital-asset access and retirement-plan fiduciary oversight.

Jeffrey Steele is a financial advisor at Silverlake Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Silverlake Wealth Management since 2012, including prior roles at Purshe Kaplan Sterling Investments and LPL Financial. Outside of advisory work, he is involved in the sales and servicing of fixed insurance products through multiple agencies. Silverlake Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach that combines fundamental and technical analysis and manages approximately $849 million in client assets.

Mark Doehla is a financial advisor with Great Diamond Partners, LLC in Stowe, VT, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes two years at H M Payson & Co and fifteen years at National Life Group. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, business transition planning, and fee-based insurance advisory services. The firm employs model allocations based on modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies, utilizing third-party platforms to implement investment models and manage client portfolios.

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.

Adam Eiklor is a financial advisor at Copper Leaf Financial, LLC in Williston, VT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Copper Leaf Financial, he worked for 13 years at SlopeStyle Ski and Ride. Copper Leaf Financial is a fee-only wealth management firm serving individuals, families, trusts, charitable organizations, and businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management, primarily for mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

Jacquelyn Thibeault is a CFP® professional with five years of experience in the financial industry, currently serving at Copper Leaf Financial, LLC. Her prior work includes roles at Vermont State Employees Credit Union and Kinney Drugs. Copper Leaf Financial is a fee-only wealth management firm that offers comprehensive financial planning, discretionary portfolio management, and advanced planning services. The firm serves individuals, families, trusts, charitable organizations, and businesses, focusing on mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions.

Thomas Golonka is a CFP® with 34 years of experience in the financial services industry. He is a managing partner at SilverLake Wealth Management LLC and has held roles at Purshe Kaplan Sterling Investments and LPL Financial. Golonka serves as board chair of the Vermont Pension Investment Committee and holds board positions with UVM Health Network and the Montpelier Foundation. SilverLake Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a primarily long-term, diversified investment approach featuring individual equities, fixed income, mutual funds, ETFs, and selective use of independent managers, while also offering access to digital-asset accounts and specialized retirement-plan fiduciary services.

Derek Eddy is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding a Series 66 designation and 16 years of industry experience. He has worked at SilverLake Wealth Management since 2009 and previously held roles at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved with Sunday Studio VT LLC, a salon business, serving as a registered agent. SilverLake Wealth Management is an SEC-registered advisory firm managing approximately $849 million in client assets. The firm provides investment management and financial planning services to a diverse client base, employing a customized approach that combines fundamental and technical analysis with oversight of independent managers and access to digital-asset accounts.

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.

John Davis is a CFP® with 25 years of industry experience, currently serving at Copper Leaf Financial, LLC. His prior experience includes roles at Cambridge Investment Research and Davis & Hodgdon Associates CPAs PLC. Outside of advisory work, he is an owning member of 33 Blair Park LLC, a property management and consulting business. Copper Leaf Financial, LLC is a fee-only registered investment adviser providing comprehensive wealth management and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes an initial financial plan and written Investment Policy Statement, implementing predominantly passive asset-class portfolios with regular reviews and tax management.