James Weiss

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.

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.

Leo Goodin is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 12 years. Outside of his advisory role, he serves as president of Taxes Plus Wealth Management Inc., a tax preparation and planning firm for individuals and small businesses. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

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.