Jason Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 19 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities since 2006. Outside of his advisory work, Bourque serves as Secretary on the board of the Epilepsy Foundation and participates on its investment subcommittee. He is also involved with CWS Local Connections, producing digital content to promote local small businesses. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, with a significant portion of its assets managed on a non-discretionary basis.

R. Jason Horwitz is a CFP® professional affiliated with Integrated Wealth Concepts LLC in Rockland, MA, with 25 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios composed of mutual funds, ETFs, individual equities, and fixed income.

Sean Burke is a financial advisor with Integrated Wealth Concepts LLC in Rockland, Massachusetts, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, E*TRADE Capital Management, and Fidelity Brokerage Services. Burke is also a director at BA, Inc., a tax preparation and accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a primarily long-term approach and utilizing internal management alongside third-party asset managers.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Michael Hebert is a financial advisor at Mariner with Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. In addition to his advisory role, Hebert serves as a Notary Public for the state of Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Brennan Moore is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. He also holds roles as a Retirement Plan Analyst with NFP Retirement, Inc. and NFP Corporate Services, Inc., where he conducts investment reviews of corporate retirement plans. Moore is based in Norwell, MA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Jeffrey Craig is a CFP® professional with 20 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2003. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with options overlay and trend-following strategies.

Matthew Neville is a Series 66-registered financial advisor with Integrated Wealth Concepts LLC, based in Rockland, MA. He has 11 years of industry experience, previously working at MML Investors Services and MassMutual before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, and manages assets through both internal management and third-party sub-advisers.

Marlean Komar is a financial advisor with OSAIC and holds Series 63 and Series 66 designations. She has 35 years of industry experience, including over 26 years at Investacorp, Inc. and four years with Securities America Advisors, Inc. Outside of her advisory role, she serves as Vice-President of the Women's Auxiliary of the American Legion Post 223 and is president of Komar Wealth Management, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes a variety of asset-allocation tools and portfolio management approaches, supporting both discretionary and non-discretionary accounts.

Gary Ferreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2004, he has dedicated over 38 years to providing financial advice and wealth management services to high net worth families, corporate executives, business owners, family foundations, and non-profit organizations. His approach includes developing customized financial strategies focused on wealth preservation, growth, and transfer, while collaborating closely with clients' tax and legal advisors. Gary holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Advisor in Philanthropy® (CAP®). He earned a Bachelor of Arts degree in Mathematics from Boston College in 1984 and remains active in the Boston College Alumni Community. His client focus areas encompass college education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management, and personalized wealth approaches for women. Beyond his professional work, Gary volunteers with community organizations and supports children's causes such as St. Jude's Children's Hospital and Shriners Hospitals for Children. He enjoys activities including cooking, fishing, football, and yoga.

Denise Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Spiegel is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 1996, progressing through various roles including Planning Consultant, Investment Consultant, Regional Consultant, and others within the company. His extensive tenure reflects a deep commitment to providing financial planning and investment services. Throughout his career at Fidelity, Robert has worked with large companies, individuals, and families to develop personalized financial plans. His approach focuses on addressing clients' comprehensive financial situations to help pursue multiple goals, grow and protect wealth, and support the people important to them. Outside of his professional work, Robert's personal interests include camping, cars, fitness, gardening, golf, and surfing.

Kevin O'Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously at Raymond James Financial Services from 2014 to 2019. Outside of his advisory role, he serves as co-trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Samantha Adams is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, with prior experience at Wells Fargo Securities and Axiom Learning. Between 2018 and 2019, she explored a potential business opportunity and traveled. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and oversee model portfolios.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a Lieutenant Colonel in the U.S. Army Reserve, where he is involved in command and control responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from multiple sources.

Michael Carilli is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. He serves as treasurer on the board of the 545 VELO nonprofit and is a board member for St. Luke's Preschool in Dedham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Earle Pitt Jr. is a financial advisor at Osaic Wealth, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2018, he worked for over four decades at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He is also the managing director of Centinel Financial Group, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and a range of investment options, including access to third-party money managers and wrap programs.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management. She has over 23 years of experience in the financial services industry, with a background that includes branch management, project management, and wealth management within the Bank of America legacy companies and Merrill. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and has earned the Project Manager Professional (PMP) certification. She also holds the Personal Investment Advisor (PIA) designation. Residing in the South Shore of Massachusetts with her husband, Sabrina engages in running, cooking, and hiking with her Rhodesian Ridgeback.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Maria Naqishbandi is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to her advisory role, she is involved with Centinel Financial Group in an LLC capacity, working with clients on financial planning and investment strategies. OSAIC serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.