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.

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.

Sean Maloney is a CFP® professional with 24 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked since 2025. Prior to joining Savant, Maloney held roles at Corrigan Financial, Inc. and KCG/Virtu Americas. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a mix of evidence-based, model-driven asset allocation and actively managed investment strategies, supported by affiliated accounting, legal, and trust services.

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.

Brendan Solecki is a CFP® affiliated with Savant Wealth Management, with one year of industry experience. He previously worked at Corrigan Financial, Inc. for five years and at Clean Harbors for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by centralized resources and integrated legal and accounting affiliates.

Kevin Mc Nair is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently works with Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, Ameriprise, and MSI Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that builds strategic model portfolios and employs third-party managers.

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.

Andre Khalfayan is a financial advisor at Savant Wealth Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Savant Wealth Management in 2025, he worked at Corrigan Financial, Inc. for 28 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

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.

Jeffrey Grimes is a CFP® credentialed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant in 2025, he worked at Corrigan Financial, Inc. for six years and CBIZ & MHM for one year. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related implementation services through affiliated accounting, legal, and trust entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by an investment committee and periodic fiduciary reviews.

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 registrations and bringing 28 years of industry experience. His prior experience includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. He is also treasurer of Rolli Financial Inc., a Sub Chapter S corporation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Justin Try is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Milestone Financial Planning and Primerica. His background also includes positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Robert Levesque is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989. Outside of his advisory role, he is also involved as a real estate salesperson. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and technological tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

Christopher Hodgson is a financial advisor with MassMutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services and MassMutual since 1999. Outside of his advisory role, Hodgson owns an insurance brokerage focused on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements typically involve detailed client analysis and written recommendations without discretionary investment management, and it provides additional programs such as educational seminars and event-driven planning services.