James Franklin is a financial advisor at J. Franklin Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TLG Advisors, Inc., The Leaders Group, Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. J. Franklin Financial LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored investment approach combining fundamental and technical analysis, managing accounts primarily under discretionary authority and leveraging third-party platforms such as AssetMark and American Funds.

Tara Tremblay is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Strategic Financial Management and healthcare-focused companies such as Mako Medical Laboratories and Healthcare Business Partners, where she served as CEO of a management consulting business she founded. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of retirement-plan and financial services with an emphasis on fiduciary processes and operational support.