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.

Barbara Rich is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1990. In addition to her advisory role, she provides tax preparation services during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Patrick Sier is a CFP®-certified financial advisor with 25 years of industry experience, currently with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Meghan Forrester is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Citizens Securities, Citizens Bank, Raymond James Financial Services, Boston Harbor Wealth Advisors, and Santander Securities. Citizens Securities serves individual and high-net-worth investors, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

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.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

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.

Kevin Mc Nair is a ChFC® with Series 63 and Series 65 licenses and has 34 years of experience in the financial services industry. He has worked at Lincoln Investment since 2024, following roles at Agia and Valic Financial Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed model portfolios using both strategic and dynamic investment approaches.

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.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Fidelity Investments, Santander Bank, Morgan Stanley, and Merrill. Citizens Securities serves individual and high-net-worth investors along with individual retirement plans, offering both advisory and brokerage services. The firm provides a range of investment programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Sean Trottier is an advisor with Guardian Life and holds the Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Florida Financial Advisors DBA New England Financial Advisors. Outside of his advisory work, he has been involved in fixed insurance sales through a related business. His firm, Park Avenue Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Jean Desrosiers is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Eagle Strategies, he worked at Williams Estate And Financial Group, Inc. and has been affiliated with New York Life Insurance Company for 25 years. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its relationships with plan sponsors.

Tamara Gonzalez Paz is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. Before joining Merrill, she worked at Coastal 1 Credit Union and has experience in various customer service roles, including at Famous Footwear. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jackson Mc Kersie is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior roles include working with educational programs and camps such as the MAUSD Extended Learning Program and Dexter Southfield Science and Technology Camp, as well as involvement with Wide Open Marine and The Henley Group. Additionally, he has experience at Middlebury College and in farm management at Apple Knoll Farm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.