Daniel Coleman Jr. is a CFP® professional with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, LP and BNY Mellon Wealth Management, Family Office. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach focuses on client-specific profiles and asset allocation, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

John Salvaggio is a financial advisor at OSAIC Institutions, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc., Marblehead Capital, LLC, Citizens Securities, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on supervision and client choice in account management.

Edward Ciancarelli is a CFA® charterholder based in Boston, MA, with 12 years of experience primarily at The Colony Group, LLC. He is a volunteer member of the Global Equities Sub-Committee of the Boston Securities Analyst Society, where he contributes to organizing industry conferences and seminars. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients, providing wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

William Trainor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at Hornor, Townsend & Kent since 2016 and is also associated with Penn Mutual Life Insurance Company since 2018. Trainor is involved in multi-line insurance brokerage through Cornerstone Financial Group, where he serves as an agent and partner. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of custody, execution, brokerage capabilities, and third-party asset management relationships.

Matthew Piaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2001 and has operated his own advisory practice since 2000. Piaker also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management services. The firm offers multiple program structures and discretionary model portfolios while serving as a platform and operations provider for affiliated advisors.

Robert Linskey is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Putnam Investments and Putnam Retail Management for 13 years before joining Mariner in 2024. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services as well as administrative family office capabilities.

Ahmad Traoui is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes positions at KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver tailored investment advice through both discretionary and non-discretionary account management.

Colin Gannon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Fidelity Investments and Guardian Life Insurance Company of America. Outside of his advisory work, he has been involved in solo golf activities. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement-plan advisory services. The firm combines model portfolios, investment policy statements, and technology-enabled tools to deliver advice through both non-discretionary and limited discretionary arrangements.

Paul Fortin is a Series 65-licensed financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, with seven years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment approach involving an internal team, Relationship Managers, and governance committees to deliver customized portfolio solutions, combining proprietary products and external managers.

Joshua Batista is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and had multiple roles at Aramark. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of representatives, employing investment policy statements, model allocations, and technology-driven tools to support client recommendations.

Eric Vanderpool is a financial advisor at Rockefeller Financial LLC based in Boston, MA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Rockefeller Financial in 2023, he worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and spent ten years at Brown Brothers Harriman & Co. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Sara Paz is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Equitable Advisors LLC and various other positions. Her background includes work outside the financial industry, such as tutoring and involvement with organizations like the Hatteras Marlin Club. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm provides customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions for qualified clients.

Guy Presutti is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches that incorporate strategic and tactical asset allocation, manager selection, and suitability reviews.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

Matthew Buscone is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 65 and Series 66 designations and has been with Breckinridge since 2008. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, predominantly accessed through intermediaries. The firm combines top-down investment committee analysis with bottom-up research and employs tax-aware, rules-based portfolio management systems.

Alison Moscoffian is a Series 65-credentialed financial advisor at Farther with three years of industry experience. She previously worked at Commonwealth Financial Network and Freedom Trail Financial and has experience at other firms including Bruce Favorat, Securities America. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through both a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income investments.

Trey Owen is a financial advisor at William Blair with a Series 66 designation and less than one year of industry experience. His background includes multiple roles at Indiana University and experience at other organizations such as Vineyard Vines and Kentucky Country Day School. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2026. His prior experience includes roles at Sachetta, LLC and Wealth Management Advisors, LLC, as well as Sullivan Bille, PC. Allworth Financial serves a diverse client base—including individual and high-net-worth investors, pension plans, trusts, and charitable organizations—offering financial planning, portfolio management, and retirement consulting. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across various asset classes and manages both proprietary funds and education initiatives.

John Edwards is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and previously spent 12 years at Breed's Hill Capital before joining Corient in 2025. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Steven Wallace is a CFP® and ChFC® credentialed financial advisor with 10 years of experience, currently associated with TD Private Client Wealth LLC in Boston, MA. He has spent his career with various divisions of TD Bank N.A., including TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning, and custody services through a combination of affiliated and third-party sub-managers. The firm uses a percentage-of-AUM wrap fee model and serves clients through a cross-border Private Investment Advisor approach.