Jason Bourque is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked with Eagle Strategies since 2017 and has been involved with New York Life and affiliated entities since 2006. Outside of his advisory role, Bourque serves as Secretary on the board of the Epilepsy Foundation and contributes as an educator and content creator for a community media project focused on local small businesses. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Gray Gibson is a financial advisor at AE Wealth Management, LLC with 1 year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Eaton Vance. Prior to entering the financial industry, he served seven years in the US Navy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

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.

Katherine Saltonstall is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. She is currently with Hightower Advisors and previously worked at Sandy Cove Advisors and Brown Advisory. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through proprietary research and portfolio construction strategies.

Jeffrey Craig is a CFP® with 20 years of industry experience and is currently with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for eight years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Emily Fluke is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at First Republic Investment Management, JP Morgan Securities, and Citizens Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management options.

Matthew Neville is a financial advisor with Integrated Wealth Concepts LLC based in Rockland, MA. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Mutual of Omaha Investor Services. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income, typically employing a long-term investment approach.

Marlean Komar is a financial advisor at Osaic with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investacorp, Inc. for 26 years and Securities America Advisors, Inc. for four years. Komar serves as Vice-President of the American Legion Auxiliary and is president of Komar Wealth Management, Inc., a financial services firm. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance analysis, enabling advisors to implement discretionary strategies and third-party manager selections.

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.

Brian Swensen is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Avantax and 1st Global, and he also serves as an advisor at McConnell & Co., Inc. Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Denise Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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 credentials and 38 years of industry experience. His career includes roles at Wells Fargo Advisors, Raymond James Financial Services, and Prudential Equity Group. He serves as a co-trustee for his sister's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute and third-party sources to support diversified investment evaluations and offers both brokerage and advisory solutions.

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.

Kathleen Auth is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Bank of America Private Bank since 2019 and was previously employed at Bank of America from 2010 to 2019. She is a member of the fundraising committee for the Campaign for Catholic Schools, charged with raising $25 million for teacher funding. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 licenses 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 has command and control responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.