Joseph Snouffer is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of JK Baxter, LLC, a non-investment-related business based in Nantucket, MA. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a range of portfolio management, financial planning, and retirement advisory services through a multi-channel investment platform.

Russell Jacobson is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Commonwealth and Cape Cod Financial Services since 2006. Outside of his advisory work, he is co-president and co-owner of Sampson's Island Apparel Company, a business specializing in beachwear and accessories. 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 services, including discretionary model portfolios and personalized indexing, while supporting affiliated advisors with operations, trading, compliance, and practice management.

Jennifer Snouffer is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is co-owner of JK Baxter, LLC, a non-investment related business based in Nantucket, MA. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage services for individuals, high-net-worth clients, corporations, charities, and institutions.

Justin Adomunes is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Goldman Sachs Asset Management and S&P Investment Advisory Services. He also has involvement in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services alongside back-office support, technology, and compliance. The firm offers various investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Susan Storey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1999. Storey is also the owner of Storey Financial Services, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients nationwide. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Christian Najera is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in comprehensive wealth management strategies tailored to client needs, including college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined benefit and contribution plans. Christian emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Christian holds a Bachelor's degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish and is a member of the Latino Business Council. Christian is also engaged in community service, volunteering with local food banks in alignment with Merrill's tradition of community involvement. Outside of his professional responsibilities, Christian enjoys adventure sports, baseball, basketball, chess, music, skiing, swimming, spending time with his family, and traveling. He also has an interest in exploring new restaurants and learning how to fly.

Douglas Massey is a financial advisor with UBS Financial Services in Nantucket, MA, holding a Series 66 license and 22 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Gerald Curtis is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nantucket, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured tools and modeling techniques in its planning process.