Morel Mahotiere is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2008 and has served as an insurance broker for non-registered products since 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Dylan Berube is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at TD Bank N.A., Citizens Securities, Inc., and United Consumer Finance. Outside of his advisory role, he writes and records music. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

Peter Caplan is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network in Foxboro, MA. He has been with Commonwealth Equity Services, Inc. since 1999. Caplan is the managing member of Caplan Asset Management, LLC, an entity involved in securities and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a platform and operations provider for affiliated advisors.

David Sawan is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial for 16 years before joining Kestra Advisory and Kestra Investment Services in 2026. Outside of his advisory role, he is involved with PCF, Paper Courier, a non-investment related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Christopher Lund is a CFP® professional with 34 years of industry experience, currently serving at Carson Wealth. His career includes roles with firms such as Lincoln Investment and Capital Analysts Inc. Outside of advising, he engages in public speaking and serves as treasurer for a homeowners association in Killington, VT. Carson Wealth operates as an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors, offering discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach is guided by an Investment Committee that manages model portfolios and provides customized solutions including alternative investments and third-party sub-advisors.

Marlean Komar is a financial advisor at Osaic with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investacorp, Inc. for 26 years and Securities America Advisors, Inc. for four years. Komar serves as Vice-President of the American Legion Auxiliary and is president of Komar Wealth Management, Inc., a financial services firm. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance analysis, enabling advisors to implement discretionary strategies and third-party manager selections.

Karen Melo Ticas is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her work history includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., Mariner, New England Securities, and Signator Investors, Inc. She is also the owner of Planning for Good, a financial services DBA. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Earle Pitt Jr. is a ChFC® credentialed financial advisor with 48 years of industry experience. He has worked at OSAIC since 2018 and previously spent 42 years with John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He is also managing director of Centinel Financial Group, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and employs a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Maria Naqishbandi is a financial advisor with OSAIC, holding a Series 66 license and bringing 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Jhfn Sii, and Edward Jones. She is involved with Centinel Financial Group, an LLC focused on financial advisory services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Alexander Kroot is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2021. His background includes positions outside finance at Crooker Construction, DICK's Sporting Goods, MaineHealth, Mason's Brewing Company, and as a student at the University of Maine, Orono. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on a broad investable universe.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Northwestern Mutual, State Street Bank, and KPMG Advisory Services. Outside of her advisory work, she operates Lolo & Huck Publishing, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Candice Travis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at institutions including Santander Bank and Citizens Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with a focus on eligible strategies and ESG considerations.

Edward Marshall III is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2003, initially at Ameriprise Financial Services, Inc., and currently at Ameriprise. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations and emphasizes managed accounts within its advisory approach.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

Steven Murray is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her career includes roles within various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.