William David Barton

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 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.

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He has held roles at Edward Jones and has been involved with LaRock and Sons Construction for over a decade. He holds a Series 66 designation. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs a primarily index-based, long-term approach while integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

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.