Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.

Robert Sandler is the sole advisor at Double Eagle Capital Management, LLC, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 20 years of industry experience, including over two decades at Double Eagle Capital Management. Double Eagle Capital Management serves individual and high-net-worth clients with discretionary portfolio management focused on individually held common stocks and fixed-income securities. The firm employs a blended fundamental and technical analysis approach and uses covered option writing selectively within tax-advantaged accounts as part of its investment strategy.

Thomas Wade is a CFP® professional with 26 years of industry experience. He has been with Devonshire Asset Management, Inc. since 1999. Wade is based in Waltham, MA and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a firm that provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm customizes portfolios using a variety of investment strategies and manages approximately $530 million in assets without outsourcing to third-party sub-advisers.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

Christopher Ray is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at Boston Partners since 2026 and previously held roles at Catherine Rotman, Ralph Rotman, Northwestern Mutual Wealth Management Company, and Numeric Investors. Pension & Wealth Management Advisors serves individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, employing a mix of fundamental, technical, top-down, and bottom-up analysis with direct management of client accounts, including access to alternative investments and options strategies.