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.

Erik Marr is a CFP® professional with 12 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His prior experience includes a 13-year tenure at Fiduciary Wealth Partners, LLC and a year at Washington Trust Advisors. Integrated Wealth Concepts LLC serves a diverse client base including 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 a primarily long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

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.

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 Damon is a financial advisor with Eagle Strategies (NY Life) based in Medway, MA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Eagle Strategies since 2016 and New York Life Insurance since 2002. Outside of advisory work, Damon serves as head coach for the South Shore Kings hockey team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types, emphasizing tailored recommendations, and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jianhua Yao is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. Outside of advising, he works as a research scientist in pharmaceutical research. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs alongside an integrated retirement plan ecosystem.

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.

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

William Bestgen Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including two separate tenures at Commonwealth totaling over three decades and ownership of Bestgen Wealth Management, LLC. Outside of advisory work, he serves as a trustee for a corporate retirement plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering access to discretionary model portfolios and multiple program structures.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. 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 support services, including discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

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.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at VOYA Financial and its affiliated entities since 2010, as well as prior experience with Santander Securities LLC. Outside of his advisory role, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to a broad client base including individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement customized investment recommendations, operating both in advisory and broker-dealer capacities.

Sammy Azzouz is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, Inc. for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Christopher Lund is a CFP® professional with 34 years of industry experience, currently serving at Carson Wealth. His career includes roles with firms such as Lincoln Investment and Capital Analysts Inc. Outside of advising, he engages in public speaking and serves as treasurer for a homeowners association in Killington, VT. Carson Wealth operates as an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors, offering discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach is guided by an Investment Committee that manages model portfolios and provides customized solutions including alternative investments and third-party sub-advisors.

Scott Brockman is a financial advisor at Farther with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at MDRN Capital LLC and Zacks Investment Research, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.