Ismael Tavares is a financial advisor with OSAIC Institutions, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work history includes roles at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

William Brooks is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Cooperative Bank of Cape Cod, Kovack Securities, Inc., and Capital Guardian Wealth Management LLC. 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, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a significant non-discretionary asset base.

John Pigeon is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Infinex Investments, Inc. and The Community Bank since 2007. 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, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Rosa Jardim is a financial advisor with Integrated Wealth Concepts LLC in New Bedford, MA, holding two years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a range of mutual funds, ETFs, equities, and fixed income in customized portfolios with a mix of long-term and shorter-term strategies.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Brett Peroni is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit that raises funds for children with learning disabilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Scott Muma is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC. He is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Javier Bento is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and BankFive. He also has experience in financial planning and insurance services through his role at Financial Planning Alternatives. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm delivers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Kristen Vine is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 13 years of industry experience and also operates Vine Financial, LLC, through which she sells New York Life products and brokers non-registered insurance products. Kristen has been active with New York Life and its affiliated entities since 2011. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Berto Cabral is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and previously worked with New York Life and Quinn Wealth Strategies. He is also owner of Cabral Financial Group, LLC, which sells insurance products and brokers non-registered insurance offerings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kallie Rosenbach is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. She has worked with Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of her advisory role, Rosenbach also works as a real estate agent with Keller Williams. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jake Generazzo is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has held prior roles at Bank Five and Dicks Sporting Goods. Outside of his advisory work, he owns an affordable golf blog called Fore the Save. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Christie Marotta is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also a partner and CPA at Jardim & Marotta LLC, a role she has held for ten years. 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 provides discretionary investment management, financial planning, family office services, and retirement plan advisory with a long-term investment approach and a variety of model and wrap-fee program options.

Antonio Esteves is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior firms include Infinex Investments, Inc., Bank Five, Citizens Securities, Inc., and Citizens Bank, where he worked between 2015 and the present. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Nathan Rego is a financial advisor with Osaic Institutions, Inc. holding a Series 66 designation and 14 years of industry experience. He has been associated with Infinex Investments, Inc. and BayCoast Bank since 2012. 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, ERISA plan support, and access to alternative investments and lending solutions through a network of investment adviser representatives operating under a hybrid adviser/broker-dealer structure.

Edward Burnett is a financial advisor with Eagle Strategies (New York Life) in Fall River, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with RiverRise Financial, LLC and NYLIFE Securities LLC, as well as New York Life Insurance Company. Outside of his advisory role, he serves on several nonprofit and community boards in Little Compton, Rhode Island, including organizations focused on business networking, scholarships, and community enrichment. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with a significant portion of assets managed on a non-discretionary basis and integrated advisory services linked to insurance and annuity products.

Johnny Cordeiro is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked as a principal at CPA firm Fernandes & Charest P.C. since 2016. Integrated Wealth Concepts LLC serves individuals, 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, using a combination of internal management and third-party asset managers to construct customized portfolios.

Gerald Hall is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 49 years of industry experience. He has worked at Eagle Strategies since 2002 and has held prior roles with Lifetime Financial Group, Nylife Securities Inc., New England Life, and New York Life. Hall serves as a board member of both the Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation. 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 and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.