Michelle Cortes Harkins

James Milne is the sole advisor at Milne Financial Planning, Inc. in West Danville, VT. He holds the CFP® and Series 63 designations and has 31 years of industry experience, including 30 years at his current firm. Outside his advisory work, he owns residential and commercial real estate properties that generate rental income. Milne Financial Planning serves individual and high-net-worth clients as well as businesses, trusts, estates, and charities, offering discretionary asset management and comprehensive financial planning services. The firm uses a combination of fundamental and technical analysis with various investment products, incorporates periodic portfolio reviews and tax-loss harvesting, and conducts client account reviews at least every 15 months.

Mark Doehla is a financial advisor at Great Diamond Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at H M Payson & Co and National Life Group. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, business transition planning, and fee-based insurance advisory services, employing a range of investment approaches and leveraging third-party platforms to implement customized portfolios.

Philip Bongiorno is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with IAMS since 2017, previously working at Regal Investment Advisors. In addition to his advisory role, he is the owner and president of Policy Inspector Inc., an online service that searches for lost insurance and annuity policies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios across various asset classes.

Howard Levine is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Levine is also the owner of Hanover Financial Group, providing investment and financial planning advice, and he is engaged in life and disability insurance sales. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a variety of investment vehicles and provides retirement plan consulting, including ERISA fiduciary services, supported by a high degree of professional integration among its advisors.

Frederick Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Commonwealth since 2019 and also owns Harkins Wealth Management, LLC, which he established in 2008. Outside of his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. 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 comprehensive back-office support, including investment management, compliance, and technology services.

Stephen Frank is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. He is a co-trustee for family trusts in Lake Worth, Florida, and a majority owner of Frank Brooks Florio Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and wealth-transfer planning. The firm offers tailored recommendations supported by Wells Fargo research and a variety of planning tools.