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.

Katharine Blinn is a financial advisor at Equitable Advisors with a Series 66 designation and beginning industry experience. She has worked at Equitable Advisors since 2026 and previously held roles with Joshua Bublitz and Crius Energy. Outside of advising, she is involved with Gilded Lily Events. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both third-party investment managers and its own advisory representatives to implement a variety of investment solutions tailored to client risk tolerance and goals.

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.

Karen Melo Ticas is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, she is the owner of Planning for Good, an enterprise based in Mansfield, MA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and both proprietary and third-party investment strategies.

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 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.

Jonathan Bowen is a financial advisor with Primerica Advisors based in Canton, MA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2020 and PFS Investments Inc. since 2021. Outside of advisory work, he is involved in real estate through eXp Realty and previously managed Hub Edge Realty LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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.

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.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years before joining Winslow Wealth Management and subsequently LPL Financial. He is involved with Birch Point Advisors, a business entity maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management options that include strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Patrick Dougherty is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Stoughton, MA. His prior roles include seven years at Infinex Investments and a cumulative 15 years at South Shore Bank. Outside of his financial advisory work, he serves as a USA Hockey referee. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory and brokerage services supported by in-house and third-party research, offering both discretionary and non-discretionary management solutions.

Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.

Paul Melanson is a financial advisor with OSAIC who holds the Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Securities America Advisors, Lincoln Financial Advisors, South Shore Bank, and Infinex Investments. He serves as a volunteer member of the Board of Trustees for The Accord School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to various investment platforms, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.