William Flynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Nichole Wirtz is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. since 2014 and American Chair & Seating from 2011 to 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a model that combines firm supervision with delegated account management by investment adviser representatives.

Luis Raposo is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2025, following a 16-year tenure at Shorepoint Capital Partners. Outside of his advisory role, Raposo is managing partner of a local café business with two coffee and sandwich shops. Allworth Financial is an SEC-registered fee-based adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions across a range of strategies, including model allocations and specialized ETFs, and manages privately offered funds alongside advisory and retirement plan consulting services.

James Viceconte is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Alliance Bernstein and Versatile Capital Management. Since 2010, he has served as a volunteer member of the Investment Committee for Apostles of the Sacred Heart. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios utilizing proprietary algorithms and also operates as a broker-dealer and insurance agency.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

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.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Benjamin Magoun is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and Fitzwilliam Financial since 2007. He has also been associated with Strategic Financial Alliance since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of adviser platforms including managed-account programs, third-party asset manager access, and comprehensive custodial and clearing services.

Brian Allsop is a financial advisor at OSAIC Institutions, INC. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Infinex Investments, Inc. for 27 years. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Philip Crawford Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citizens Securities in two separate periods since 2015. He also has experience at Clarfeld beginning in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

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.

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.