Sara Lory

Mark Doehla is a financial advisor at Great Diamond Partners, LLC with industry credentials including the Series 63 and Series 65 licenses. He has experience working at National Life Group and H M Payson & Co before joining Great Diamond Partners. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm utilizes a range of investment approaches including fundamental and technical analysis, modern portfolio theory, and long-term purchase strategies, often incorporating third-party managers and model portfolios through a third-party platform.

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 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at OSAIC, Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Levine owns Hanover Financial Group and is involved in life and disability insurance sales through Howard Levine Insurance Sales. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Northwestern Mutual and State Farm, among other firms. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, ongoing financial coaching and offers a structured 12-month Tailored Professional Services engagement alongside discretionary portfolio management through its in-house Investment Management Team.

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.

Michelle Cortes Harkins is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has worked at Commonwealth Financial Network since 2019, with prior experience at LPL Financial. Outside of her advisory role, she owns My Divorce Ally, Inc., a divorce planning service, and is a co-owner of Nightshade, LLC, which operates a restaurant and bar. 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 back-office support, including investment management, technology, compliance, and practice-management services.