2025 Awardees
Ryan L. Bajjaly
Financial Advisor
Eagle Strategies LLC
Ryan L. Bajjaly began his career in financial services in 2019 with New York Life, where he developed a passion for helping clients achieve their financial goals. A 2018 graduate of Stonehill College with a degree in Criminology and Commerce, Ryan partners with business owners, professionals, and families to provide comprehensive financial planning and wealth management. His expertise includes retirement planning, investment strategies, and risk management, always delivered with a fiduciary commitment to putting clients’ best interests first.
Ryan holds his SIE, Series 7, 63, and 65 Securities Licenses, along with Life, Health, and Accident Insurance licenses. Throughout his career, he has been recognized for his outstanding performance and leadership, including qualifying for the 2021 New York Life Company Summit, earning Runner-Up for the 2022 Boston General Office Rookie of the Year, and being a three-time member of both the Boston General Office 100s Club and the Million Dollar Round Table. He has also achieved NYLIAC Annuity Silver Elite status three times and qualified twice for New York Life’s prestigious Executive Council.
Beyond his professional success, Ryan is deeply committed to giving back—supporting “Relay for Life” for over a decade and being recognized as a top fundraiser for cancer research. He is also actively engaged with NAIFA, most recently participating in “Day on the Hill” to advocate for positive change in the financial services industry.
Currently residing in Boston, Ryan enjoys boating, golfing, and exploring the city with his golden retriever, Goose, and his girlfriend, Alyssa.
Ryan Coburn
Financial Advisor
Forge Financial | The Bulfinch Group
Ryan joined Forge Financial, an affiliate of The Bulfinch Group, in 2022. He partners with business owners and professionals to develop personalized cash flow and wealth strategies, evolving their financial plans as their lives and goals change. Before transitioning into financial services, Ryan spent five years in sports marketing and advertising at Spartan Race, where he managed strategic partnerships.
With a strong focus on individualized guidance, Ryan helps clients gain clarity and control over their financial lives. His mission is to empower individuals and families to achieve financial balance and live the life they envision through thoughtful, long-term planning. Passionate about early financial education, Ryan is committed to coaching and equipping others with the knowledge and tools needed to confidently navigate their financial journey.
Ryan has earned top honors for his consistent performance and growth, including Guardian’s 2024 Leaders Club and Client Builder 2- and 3-Year awards. He was also named Forge Financial’s Associate of the Year in 2023 and 2024 and received The Bulfinch Group’s 2024 Personal Achievement Award for advancing his professional development. His growth-oriented mindset has enabled him to build a thriving practice, placing $110 million in protection benefits, $500K in premium on 172 lives and $7 million of AUM.
Ryan earned his B.S. in Health & Physical Education and M.S. in Sport Management & Recreation from Springfield College, where he also played varsity basketball and volleyball and was part of the Dream to Read Team. A lifelong athlete, Ryan has coached youth basketball and served as Assistant Men’s Basketball Coach at Springfield College. He leads an active lifestyle, enjoying fitness, outdoor adventures, travel, food and live music with his wife Katherine and daughter.
Beyond his professional accomplishments, Ryan is deeply engaged in his community and industry. He serves on the Board of The Children’s Museum of New Hampshire, is an active NAIFA member, and played a key role in managing The Bulfinch Group’s 2024 summer internship program with 21 interns.
Gregory Fortier, CFA®
Financial Advisor
Centinel Financial Group, LLC
Gregory Fortier brings over a decade of experience in providing tailored wealth management and retirement planning strategies to individuals and families. His client-centric approach ensures that financial strategies are not only personalized but also evolve to meet the changing needs of his clients throughout all of life’s stages. Greg emphasizes education, accessibility, and simplicity, striving to make the financial planning process clear and reassuring, so his clients feel confident and well-informed every step of the way.
As a CFA charterholder, Greg is an active member of the CFA Society of Boston and the CFA Institute, reflecting his commitment to upholding the highest standards of professional excellence in the financial industry. His dedication to continuous learning and professional development enables him to offer insights and strategies that are both innovative and effective.
Outside the office, Greg is deeply involved in his community, dedicating his time as a volunteer and an active member of the Boston University Alumni Association. His personal interests include playing guitar and indulging his passion for automobiles and golf. Greg resides in Scituate, Massachusetts, with his wife and three children, cherishing time with his family and contributing to the vibrant local community.
Marianna Mapes-Harris
Disability Insurance Specialist
Strategies for Wealth
Marianna Mapes-Harris joined Strategies for Wealth in 2022 after working in nonprofit management for five years. As a financial advisor, she works to build long-term, trusting relationships with individuals and families and help them design their lives with financial confidence. Marianna’s planning expertise centers on women and first-generation wealth builders. She also serves on the Strategies for Wealth management team as a Disability Income Specialist and Director of SFW Brokerage, which provides financial advisors across New England with the service and solutions to protect their clients’ cashflow.
Through NAIFA Massachusetts, she is engaged in Day on the Hill and FAMILY Movement, which provides wraparound services and mentorship to families in Greater Boston as they build toward housing security.
Marianna is a Californian by birth and an East Coaster by choice. She earned her degree in Philosophy and Classical Studies from Smith College, where she graduated Phi Beta Kappa and was captain of the rowing team. Marianna lives in the Jamaica Plain neighborhood of Boston with her wife, Rebecca, and hound mix, Matilda. She is an avid home cook, runner, and devoted member of Temple Beth Zion. She is currently learning to play the ukulele, with mixed results.
| Year | Name | Company |
|---|---|---|
| 2024 | Anthony DiChiara | Centinel Financial Group, LLC |
| 2024 | Carl Lipani | Northwestern Mutual |
| 2024 | Dylan Grocer, CFP | The Bulfinch Group |
| 2024 | Justin Doyle | Eagle Strategies | NY Life Securities |
| 2023 | Elisa Chan | G9 Financial |
| 2023 | Roger McDevitt, III | Centinel Financial Group |
| 2023 | Rachel Skerry James | Torque Financial Group |
| 2023 | Sam Philbrook | Commonwealth Financial Group |
| 2022 | Andrew Altenbach | The Bulfinch Group |
| 2022 | Phoebe Story, MS | Northwestern Mutual/Legacy Financial Group |
| 2022 | Drake Richey, AIF, CEPA | Commonwealth Financial Group / Bush & Company |
| 2022 | Robert Basiri, RICP | Centinel Financial Group, LLC |
| 2021 | Cassie Rotman CFP, CDFA, MBA | Partner 10 |
| 2021 | John DiRuggiero | Cross Coastal Advisors |
| 2021 | Jonathan Pierre | The Bulfinch Group |
| 2021 | Ryan Wagner | Robert Fine & Associates |
| 2020 | Heidi Quigley | Northwestern Mutual |
| 2020 | James M. DesRocher | TrueView Financial |
| 2020 | Michael Heberlein, CFP, ChSNC | Commonwealth Financial Group |
| 2020 | Bill Spencer, CFP, AIF | Spencer Financial |
| 2019 | Corey Phillips, RICP | The Bulfinch Group |
| 2019 | Evan Olsen | Northwestern Mutual |
| 2019 | Ian Fredrick | MassMutual |
| 2019 | John Wagner | Robert Fine & Associates |
| 2018 | Meghan Blomberg,MBA | Commonwealth Financial Group |
| 2018 | Brandon Eigenberg CFP® | AXA Advisors |
| 2018 | Andrew Guyton | The Bulfinch Group |
| 2018 | Christopher Brennan | Northwestern Mutual Investment Services |