Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Holly Wanegar is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2019, including her current tenure starting in 2023, and previously worked at People's United Bank from 2016 to 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction using various securities and insurance products.

Jonathan Mathews is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including John Hancock, Prudential Financial, and GRAIL. Mathews also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options, while advisors maintain discretion over client portfolio construction.

Tomasz Kosek is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with infinex Investments, Inc. since 2000. Outside of his advisory role, he serves as Vice President at Jewett City Savings Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes a mix of fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Steven Draczynski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Commonwealth and Gottfried & Somberg Wealth Management since 2018 and previously spent 17 years with Fidelity Investments. Outside of advising, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides a platform that combines discretionary portfolio management with access to diverse securities and insurance products.

Logan Lum is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, and Ernst and Young. Lum is also involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Lu Ellen Guenther Smith is a financial advisor with Commonwealth Financial Network in Sturbridge, MA. She holds the ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience, including over three decades at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, compliance, and investment management, offering diverse portfolio construction options and proprietary model portfolios.

Allen Dillaire is a CFP® with 26 years of industry experience, currently serving at Commonwealth Financial Network and SG Wealth Management Group since 2019. His prior experience includes roles at Hdvest Insurance Services and H.D. Vest Advisory and Investment Services from 2010 to 2019, as well as nearly three decades at Shepherd & Goldstein LLP. Outside of advisory work, he provides tax preparation and general accounting services through his private practice in Worcester, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, compliance, and practice management support, while its Investment Management and Research team manages discretionary model portfolios and distinct program structures.

Leisl Langevin is a financial advisor with Commonwealth Financial Network and holds the CFP® and Series 63 credentials. She has eight years of industry experience and is co-owner of WHZ Strategic Wealth Advisors LLC. Her prior work includes roles at People’s United Bank and Weiss, Hale & Zahansky Strategic Wealth Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, while offering access to a range of discretionary model portfolios and customized investment solutions.

Lazarus Regueiro is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., McIntosh Tax and Asset Management Group, LLC, and Craig James Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Brandon Koehler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at WHZ Strategic Wealth Advisors and Weiss, Hale & Zahansky Strategic Wealth Advisors. Before entering financial services, he held positions at the University of Connecticut Athletics Department and the Town of Mansfield. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad spectrum of securities and insurance products.

Owen Doremus is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Charles and One Pelham East, as well as experience in the retail and food service sectors. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs a structured oversight process involving third-party strategists and affiliated bank-developed models.

James Zahansky Jr. is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation, with 11 years of industry experience. He is co-owner of WHZ Strategic Wealth Advisors and has been affiliated with Commonwealth Financial Network since 2014. Zahansky also serves as a corporator for Jewett City Savings Bank. 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Aleesha Graham is a financial advisor with Commonwealth Financial Network in Pomfret Center, CT, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Fidelity Investments and Corrigan Financial, Inc. She has also worked in various non-financial sectors, including a role at Women's Refugee Care. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Kevin Lewis is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at PricewaterhouseCoopers (PwC) Advisory Services LLC from 2011 to 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to offer customized advice under Commonwealth’s supervision.

Tanner Sargent is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Laurence Hale II is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Commonwealth since 2006, including through its affiliation with Weiss, Hale & Zahansky Strategic Wealth Advisors and WHZ Strategic Wealth Advisors. He is also the owner of Clear Bay Asset Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, technology, investment management, compliance, and practice-management services.

Nicholas Olson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several firms including Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Outside of finance, Olson creates content for Olson Auto on platforms such as YouTube and Instagram. Commonwealth Financial Network serves a national network of advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Raymond Perry is a financial advisor at OSAIC Institutions, INC. with 52 years of industry experience. He holds the ChFC® designation and Series 63 license. Perry has worked at Infinex Investments, Inc. and Jewett City Savings Bank since 2004. He also serves as an instructor at a state preparatory insurance license school operated by the Rhode Island Society of Financial Service Professionals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending, and cash-management options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

John Bernier is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has also been associated with Ing Financial Partners, Inc. and Cambridge Investment Research, Inc. since 2004. Outside of his advisory roles, Bernier works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using multiple account platforms and a range of investment strategies.

Michael Mccarthy is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013 and also operates under the DBA Brookstone Wealth Management in Oxford, MA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Michelle Gallagher is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she serves as a server and bartender at The Woodstock Tavern, a small local restaurant in Woodstock, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Houbre Jr. is a financial advisor with Ameriprise in Killingly, CT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Spirol International, Atech Turbine Components, and Edward Jones. He is also involved with Fantabulous LLC, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficiency and asset management strategies.

Kartik Trivedi is a financial advisor at Edward Jones in Sturbridge, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America and New York Life Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of over 23,000 advisors.

Michael Halloran is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mercer Global Advisors and John Hancock. Halloran also operates Joyful Wealth Planning, a financial services business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

John Jawor is a financial advisor with LPL Financial in Sturbridge, Massachusetts, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 2005 and also works with Cornerstone Bank. Outside of his advisory role, he has engaged in building and selling furniture on a limited basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Kevin Outland is a financial advisor with LPL Financial and Capstone Planning Group, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Citizens Securities, Inc. for eight years. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Justin Brouillard is a financial advisor with Ameriprise in Brooklyn, CT, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns JRB Consulting, LLC, which provides consulting services related to his franchise Brouillard & Associates, and he has been involved in consulting for local florist businesses. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad institutional client base through a variety of advisory, brokerage, and insurance solutions.

Trevor Nielsen is a financial advisor at Edward Jones in Sturbridge, MA, holding ChFC® and Series 66 designations with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Fastenal, R&J Lawncare, Solutionreach, and Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Matthew Toedt is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity since 2006. His current roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Amy Kiley is a CFP® with 27 years of experience in the financial services industry, currently serving as an advisor at Cetera since 2023. Her prior roles include positions at VOYA Financial Advisors and True North Financial Services. She is also the owner of Joyful Wealth Planning, LLC, which provides financial services and insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, utilizing a range of advisor-managed and firm-sponsored investment programs.

Carl Kaliszewski is a financial advisor with LPL Financial in Oxford, MA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at IC Advisory Services Inc, The Investment Center Inc, Mass Mutual Investors Services, and MetLife Securities Inc. He is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial services such as insurance and cash-management products.

Christopher Mallon is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Nuveen Investments and Dynamic Wealth Advisors. Outside of his advisory work, he owns a home-based business called Pouch Drops. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by in-house research, combining large-scale advisory operations with a variety of product and service options.

Mark Smith is a CFP® with 36 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent 10 years at Securities America Advisors, Inc. He serves as president of the Lake Road Association and is a board member of the Big Alum Lake Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment strategies.

Caitlin Kerswell is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2015, including prior roles at Marshalls and involvement with Cerebral Palsy of Massachusetts and Nichols College. Outside of her advisory work, she is employed by Fantabulous, LLC, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyler De Waele is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Fidelity Investments and has held various roles including multiple engagements at TPC Boston and Nichols College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joshua Farmer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. He operates under the DBA Brookstone Wealth Management and is involved in offering non-variable health insurance plans for small groups in Massachusetts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Susan Tate is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Cambridge since 2011 and also serves as president of Retirement Security, Inc., a non-investment-related business she has managed since 2000. Additionally, Tate operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

James Mc Namara is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Capstone Planning Group, Cornerstone Bank, Assumption University, and Westford Academy. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Kenneth Talentino is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors, Signator Investors, and Nrt LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Patrick O'Brien is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years with Voya Financial Advisors. Outside of his advisory role, O'Brien is involved in community activities including ownership of a youth travel baseball program and serving as a trustee on the Roseland Park Board of Trustees. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Courtney Boudreau is a financial advisor at Ameriprise Financial Services based in Holland, MA. She holds a Series 66 designation and is part of a large institution with over 12,700 advisors. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on written recommendations and ongoing advice related to income sources and tax-aware withdrawal strategies.

Trystan Randazzo is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Stonehurst at Hampton Valley. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Eric Quinn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at VOYA Financial Advisors and long-standing involvement with Gerardi Insurance Services and Phoenix Home Life. Outside of his advisory work, he serves as a board member of Woodstock Academy and as treasurer of the Woodstock Academy Foundation. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to various third-party money managers and program structures.

Garrett Palmer is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and has been associated with the Cambridge group since 2017. Palmer also has a role as an advisory representative of a registered investment adviser in Fairfield, Iowa. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals utilizing various account platforms and third-party strategists.

Gary Peloquin is a financial advisor at Westcott Investment Advisors LLC with 24 years of industry experience. He holds a Series 65 designation and has operated Pelquin and Company LLC, a certified public accounting firm, since 1984. Peloquin’s dual role as both an investment advisor and CPA is uncommon within independent advisory firms. Westcott Investment Advisors LLC serves individual investors by providing portfolio management and financial planning services on a primarily non-discretionary basis. The firm manages approximately $63.6 million in client assets and integrates accounting and tax-related services alongside investment advice.

James Thompson is a ChFC® designated financial advisor with over 22 years of experience at MWA Financial Services, Inc., where he has worked since 2004. He also has long-standing roles with Modern Woodmen of America and O'Connor & Co Ins Agency, dating back to 1999. MWA Financial Services, Inc. provides investment advisory and financial planning services to individuals, trusts, corporations, and small businesses. The firm offers both adviser-managed and third-party managed accounts, typically delivering non-discretionary portfolio management supported by fundamental, technical, and charting analyses.