Gerald William Curtis

Joseph Snouffer is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Janney Montgomery Scott and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is the owner of JK Baxter, LLC, a non-investment-related business in Nantucket, MA. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.

Russell Jacobson is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Commonwealth and Cape Cod Financial Services since 2006. Outside of his advisory work, he is co-president and co-owner of Sampson's Island Apparel Company, a business specializing in beachwear and accessories. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while supporting affiliated advisors with operations, trading, compliance, and practice management.

Edward Porter is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth since 2006, including a role at KSP Financial Consultants from 2006 to 2021 and Core Wealth Advisory since 2021. His outside activities include fixed insurance sales conducted on a limited basis during business hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Jennifer Snouffer is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a co-owner of JK Baxter, LLC in Nantucket, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Justin Adomunes is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Goldman Sachs Asset Management and S&P Investment Advisory Services. He is also involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting both discretionary and nondiscretionary portfolio management.

Susan Storey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1999. Storey is also the owner of Storey Financial Services, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients nationwide. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.