Vincent Saccone Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Guardian Life and its affiliated firms since 2016, including Park Avenue Securities since 2016. Outside of his advisory role, he occasionally sells insurance products outside of Guardian when appropriate for clients. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and insurance products.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

Patrick Gallagher is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and two years of industry experience. He has worked at several firms including Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing a combination of in-house and external strategists along with technology-enabled tools.

Erik Marr is a CFP® professional with 12 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His prior experience includes a 13-year tenure at Fiduciary Wealth Partners, LLC and a year at Washington Trust Advisors. Integrated Wealth Concepts LLC serves a diverse client base including 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 primarily long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Jason Bourque is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked with Eagle Strategies since 2017 and has been involved with New York Life and affiliated entities since 2006. Outside of his advisory role, Bourque serves as Secretary on the board of the Epilepsy Foundation and contributes as an educator and content creator for a community media project focused on local small businesses. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Timothy Kelley is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 65 and Series 66 credentials and possessing 23 years of industry experience. He has been affiliated with both Commonwealth Financial Network and The Murphy Insurance Group since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Alexander Bender is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked at NEXT Financial Group from 2010 to 2017. He is the owner of ABB Holdings, LLC, which operates PlanStrong Investment Management. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

R. Jason Horwitz is a CFP® professional affiliated with Integrated Wealth Concepts LLC in Rockland, MA, with 25 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial 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, utilizing a primarily long-term investment approach with customized portfolios composed of mutual funds, ETFs, individual equities, and fixed income.

Michael Shtifter is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life since 2018. Prior to that, he was involved with OTD Marketing for seven years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through both discretionary and non-discretionary management, combining proprietary programs and third-party platforms.

Sean Burke is a financial advisor with Integrated Wealth Concepts LLC in Rockland, Massachusetts, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, E*TRADE Capital Management, and Fidelity Brokerage Services. Burke is also a director at BA, Inc., a tax preparation and accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a primarily long-term approach and utilizing internal management alongside third-party asset managers.

Mohammad Zeeshan is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at LPL Enterprise LLC and Packerland Brokerage Services. Outside of advising, he has worked as a barback in Marblehead, MA. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and more to individuals, pension plans, charities, and corporate clients. The firm employs a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Nathan Upton is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 65 designation and previously worked at Salem Advisory Group and Wandby Landing. Outside of finance, he has experience in the fitness and hospitality sectors, including roles at Quest Fitness and The Lost Fire - Grill and Bar. 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 support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment solutions.

Ryan Mulcahy is a financial advisor at VOYA Financial Advisors, Inc. with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year and spent four years with the Town of Concord Police Department. He has also been involved with ice-skating instruction through the Greg Carter European Hockey School and Sharper Edge Adaptive Skating. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to support predominantly non-discretionary client-managed investment relationships.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse client types, including large institutional investors.

Brandon Franco is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Morgan Stanley, and Putnam Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Gray Gibson is a financial advisor at AE Wealth Management, LLC with 1 year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Eaton Vance. Prior to entering the financial industry, he served seven years in the US Navy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Richard Mullaney is a CFP® with eight years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, MA. His prior experience includes roles at SVB Private and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management, including access to options strategies and coordinated Family Office services for complex needs.

Michael Elcock Sr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life since 1996 and its related entities since 1990. Outside of his advisory role, he serves as Vice Chair for the National PAC Committee of NAIFA, supporting fundraising efforts at the state level. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers various planning and consulting services tailored to client needs.