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.

Jordan Perdigao is a financial advisor at Capital Analysts with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lincoln Investment, Financial Planning Alternatives, and Santander Securities. Perdigao is also involved in selling fixed annuities and various insurance products. Capital Analysts serves retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment management, utilizes a proprietary mutual fund screening process, and maintains institutional relationships that support a range of investment products and services.

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.

Javier Bento is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and BankFive. Bento is also a Licensed Associate Financial Advisor with Financial Planning Alternatives, where he assists with client service and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

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.

Jerome Sullivan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. His previous roles include positions at Apple Corp. and Financial Focus Asset Management. Outside of his advisory work, he is involved as a travel advisor with Collette Vacations. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody solutions.

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.

Raymond Hunt is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is licensed as a Life and Health Insurance Broker, providing research, recommendation, and servicing of insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network, employing both discretionary investment management by its in-house team and non-discretionary options via advisors and third-party managers.

Jake Generazzo is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank Five and Dicks Sporting Goods. Outside of his advisory work, he owns and operates an affordable golf blog called Fore the Save. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves 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 and broker-dealer model with a focus on both discretionary and non-discretionary accounts.

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. holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Bank Five, Citizens Securities, Inc., and Citizens Bank. He is based in Dartmouth, MA. 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 services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Nathan Rego is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Infinex Investments, Inc. and BayCoast Bank since 2012, as well as a position at Morgan Stanley in 2011. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Edward Burnett is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Burnett serves as a board member for several community organizations in Little Compton, Rhode Island, including the Little Compton Business Owners Networking Group and the Scholarship Little Compton Board. Eagle Strategies serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Johnny Cordeiro is a financial advisor with Integrated Wealth Concepts LLC in Westport, MA, holding two years of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm, a role he has held 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, employing a long-term investment approach with 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.

Peter Lantz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has held roles at USA Wealth Advisors, LLC, Horace Mann Investors, Inc., and has been involved with The Lantz Family Agency, Inc. since 2013. Outside of his advisory work, he serves with the Dartmouth Fire Department, District 1. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jose Matatos is a financial advisor with Commonwealth Financial Network in Westport, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Advanced Financial Group, Transamerica Life Co, and Financial Planning Alternatives throughout his career. Outside of advisory work, he is the owner and president of a tavern and grill as well as a used auto sales and repair business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and customizable program offerings.

Eric Paradis is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Capital Analysts since 2002 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, Paradis is involved in the performing arts community, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture New Bedford (AHA). Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jean Desrosiers is a financial advisor at Eagle Strategies affiliated with New York Life, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including long-term service with New York Life Insurance Company since 2001 and prior roles at Williams Estate and Financial Group, Inc. His outside business activities include brokering non-registered insurance products with various carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis within an integrated New York Life structure.

Michael Mcgreavy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. In addition to his advisory work, he serves as treasurer of Rolli Financial Inc., a Subchapter S corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.