Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes 13 years at Lincoln Financial Advisors Corp and over 40 years with Sabelli & Company. Sabelli operates through Integrated Wealth Concepts, an independent advisory firm he joined in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a focus on both long-term strategies and tactical rebalancing.

Leo Downing III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Commonwealth since 2018 and previously was with Nfp Advisor Services and Guardian Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a broad range of securities and insurance products.

Michael Callahan is a CFP® with 20 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Sachetta & Callahan, LLC for 13 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options-based overlays, and offers both discretionary and non-discretionary asset management.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

Richard Lebranti is a CFP® professional with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth since 2010 and formerly operated the Doble Lebranti Financial Group for 13 years. Lebranti is the owner of LeBranti Financial Group, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Collins Jr. is a CFP® professional with 26 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2015. He holds the Series 63 designation and is based in Burlington, MA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various investment strategies, integrating financial planning, tax, and administrative services.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. 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 services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Coulton Ross is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience working at Vivid Outdoor, NewPower World Wide, Ace Ticket, and Draft Kings. Ross is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers discretionary unified managed accounts and financial planning services, managing approximately $29.2 billion across a large network of more than 1,200 advisors.

George Bowen is a CFP® professional with 24 years of industry experience, currently with Kestra Advisory. His prior roles include positions at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. Bowen is a managing member of Alta Vista Wealth Management LLC, a business focused on securities and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Wei Lu is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he worked for Zebra Technological Corporation for 12 years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Yu Que Wang is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Citizens Clarfeld Private Wealth, Citizens Securities, Inc., and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing ties through employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Timothy Pilczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Mercer Global Advisors since 2025. He previously worked at O’Brien Wealth Partners LLC, where he was employed from 2016 to 2025. Outside of financial advising, Pilczak owns and operates a commercial and charter fishing business in Weymouth, MA. O’Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm’s investment approach focuses on capital preservation and attractive returns through asset allocation, diversification, and due diligence on managers, with client education as a key component of its services.

Bernard Caniff Jr. is a financial advisor with Money Concepts Capital Corp in Lynnfield, MA, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2008 and has managed his own tax preparation and valuation analysis business, Caniff & Associates, since 1987. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Michael Hurley is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Hurley operates Fort Independence Financial & Insurance, where he brokers non-registered insurance products and sells New York Life products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Sullivan is a CFP® with 45 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1988. He has also been associated with Penn Mutual Life and Penn Mutual/PMES since 1977. In addition to his advisory work, he acts as an agent for Cornerstone Financial Group, providing life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its assets on a non-discretionary basis.

Michael Mc Gibbon is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Waltham, MA. He has six years of industry experience and has been associated with Bankers Life Securities, Inc. and Bankers Life Insurance Co. since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and consulting services, primarily focusing on individual clients and retirement plan participants.

Anthony Melo is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. Prior to his advisory roles, Melo worked for Keurig Dr Pepper for ten years. Eagle Strategies serves a broad client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Jon Gonthier is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Integrated Wealth Concepts LLC and LPL Financial, LLC, positions he has held since 2018. His prior experience includes nearly a decade at State Street Global Markets and State Street Bank and Trust Co. Integrated Wealth Concepts LLC operates as an enterprise firm serving individuals, high-net-worth clients, 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Richard West is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spearhead Capital Advisors, Perspecta Trust Company, and West Family Wealth Advisors. He is also the founder and president of West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through a designated Private Advisor model.