John Bernier

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.

Carole Lynn Saros is a CFP® professional with 30 years of industry experience. She is currently an investment advisory representative at NWF Advisory Services Inc and has previously worked at Next Financial Group and The Ameriflex Group. In addition to her advisory role, she owns CS Financial Services, LLC, which provides tax preparation and accounting services. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, providing both discretionary and non-discretionary account programs through an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios.

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.

James Weiss is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 51 years of industry experience. He has worked at Weiss and Hale since 2006 and was associated with Commonwealth Financial Network from 2006 to 2017. 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 customizable investment solutions, while acting as a platform and back-office provider for affiliated advisors.