Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. Mccarthy has worked at Lincoln Investment since 2012 and has been with Capital Analysts since 1986. Outside of advisory work, he serves as Chair of the Board of Directors for South Shore Health, a community health system. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients through discretionary and non-discretionary portfolio management. The firm operates an in-house investment management team, provides access to third-party managers, and supports advisors with various portfolio options and fiduciary services.

Gerard Robinson is a CFP® professional with 38 years of experience in the financial services industry. He has been affiliated with Capital Analysts since 1988 and Lincoln Investment since 2012. Outside of his advisory role, Robinson is the lead singer of the Belfast Cowboys, an Irish entertainment band that supports charitable causes through events he coordinates. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, utilizing proprietary screening processes and providing access to third-party managers, with a network of several hundred advisors and approximately $8.8 billion in assets under management.

Mark Soloperto is a financial advisor at Capital Analysts with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capital Analysts since 2022, having previously worked at Lincoln Investment since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house Investment Management & Research team and proprietary screening tools.

Justin Zelen is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Citizens Securities Inc. and Wells Fargo Clearing Services. Outside of his advisory work, he volunteers with the Boston Food Bank and Cradles to Crayons. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management and financial planning support through its advisory platform.

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.

Cody Ward is a financial advisor at Capital Analysts with 11 years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, Inc. He holds Series 63 and Series 65 designations. Ward serves as a director for the Walpole Chamber of Commerce, where he participates in discussions on programming and initiatives that support local businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary models and third-party managers, emphasizing fiduciary responsibility and customized advisory solutions.

Mahesh Palriwala is a financial advisor at Eagle Strategies (NY Life) with over 32 years of experience. He holds Series 63 and Series 65 licenses and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1993. Palriwala is involved as a board member with Saheli Boston, an organization supporting South Asian survivors of domestic violence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers customized solutions across various program types and serves clients with a predominantly non-discretionary asset management approach.

Jarrod Smith is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has held the position of president at Route 3A Enterprises LLC, a CPA business, since 2020, and served at Michael J. Raymond CPA from 2019 to 2021. Smith has also been involved with the Suffolk University Gold Council Board since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing a long-term approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

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.

Nancy Mc Aloon is a financial advisor with Eagle Strategies (NY Life) in Hingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, with prior experience at The Loon Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and multiple program types, focusing primarily on non-discretionary assets and servicing a diverse client base including defined contribution and benefit plans, charitable, and corporate clients.

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.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory roles, Andrews owns and operates a CPA practice specializing in tax return preparation and financial statement services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an internal investment management team and proprietary screening tools, and it is known for its affiliations with Lincoln Investment and custodial arrangements with Pershing/BNY.

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.

Paul Longobardi is a CFP® professional with 24 years of experience in financial services. He is currently affiliated with Lincoln Investment and Capital Analysts, serving as Senior Director of Investments at the latter. His prior roles include positions at TD Private Client Wealth LLC and TD Bank N.A. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs that combine strategic and tactical approaches overseen by an investment management team.

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.

James Shannon IV is a financial advisor with Capital Analysts in Braintree, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. In addition to his advisory role, Shannon is involved in life insurance sales and servicing through KAF Wealth Management. Capital Analysts serves a broad client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes an in-house investment research team driving its managed programs.

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.

Timothy Kelley is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 65 and Series 66 credentials and possessing 23 years of industry experience. He has been affiliated with both Commonwealth Financial Network and The Murphy Insurance Group since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

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.