Paul Longobardi is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Lincoln Investment. His prior roles include positions at TD Private Client Wealth LLC and Capital Analysts, where he is also a Senior Director of Investments. He is based in Braintree, MA. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.

Robert Bortnick is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Corient in Boston, MA. His career includes long tenures at Eaton Vance Management and Eaton Vance WaterOak Advisors, and he has been with Corient and its related entities since 2022. He also acts as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Alex Oliver is a CFP® with 10 years of industry experience. He currently works at Mariner and previously spent 11 years at First National Corporation. Mariner serves a broad client base, including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios backed by in-house research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Gallagher is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya Financial Advisors, he worked at Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through recommendation-based relationships rather than discretionary management.

James Shannon IV is a financial advisor with Capital Analysts in Braintree, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. In addition to his advisory role, Shannon is involved in life insurance sales and servicing through KAF Wealth Management. Capital Analysts serves a broad client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes an in-house investment research team driving its managed programs.

Jason Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 19 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities since 2006. Outside of his advisory work, Bourque serves as Secretary on the board of the Epilepsy Foundation and participates on its investment subcommittee. He is also involved with CWS Local Connections, producing digital content to promote local small businesses. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, with a significant portion of its assets managed on a non-discretionary basis.

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.

Thomas Woodhouse is a financial advisor at Cerity Partners LLC in Boston, MA, holding the CFP®, CFA®, and Series 65 designations with 24 years of industry experience. His prior roles include positions at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

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.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. Integrated Wealth Concepts 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, and sponsors wrap-fee programs with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

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.

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. He holds Series 63 and Series 65 licenses and has worked previously with LPL Enterprise LLC and Packerland Brokerage Services. Outside of advising, he has worked as a barback at The Hidden Door in Marblehead, MA. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary programs and maintaining a dual role as an SEC-registered investment adviser and broker-dealer.

Eric Maiuri is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses strategic and tactical asset allocation combined with both affiliated and third-party sub-managers to construct portfolios, providing ongoing management, financial planning support, and custody through third-party custodians.

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.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held positions at Ballentine Partners LLC and Morningside Tech Adv. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 with Integrated Wealth Concepts LLC based in Boston, MA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Morgan Stanley, Claro Advisors, LLC, and Putnam Investments. Integrated Wealth Concepts 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, and sponsors wrap-fee programs that include various model portfolios and customized investment solutions.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and has experience outside finance, including a one-year stint with Dirty Taco and Tequila. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide clients in their investment decisions.