Stephen Frank

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.

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.

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved in LaRock and Sons Construction. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

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.