Thaddeus E. Smith

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.

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.

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.

Stephen Frank is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a Series 63 license holder. Outside of his advisory role, he serves as a co-trustee for his parents' trusts and is the majority owner of Frank Brooks Florio Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with various financial products and referral channels.