Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and has been associated with Sabelli & Company since 1986. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Michael Callahan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2026. He previously worked at Sachetta & Callahan, LLC for 13 years and Sachetta, LLC for 19 years, as well as at Quest Financial Services, Inc. for three years. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative investment analysis through an Investment Committee and provides a range of strategies including ESG and specialist portfolios.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

Richard Lebranti is a CFP® professional with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth since 2010 and formerly operated the Doble Lebranti Financial Group for 13 years. Lebranti is the owner of LeBranti Financial Group, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Collins Jr. is a CFP® professional with 26 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2015. He holds the Series 63 designation and is based in Burlington, MA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various investment strategies, integrating financial planning, tax, and administrative services.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. 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 services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Coulton Ross is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience working at Vivid Outdoor, NewPower World Wide, Ace Ticket, and Draft Kings. Ross is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers discretionary unified managed accounts and financial planning services, managing approximately $29.2 billion across a large network of more than 1,200 advisors.

George Bowen is a CFP® professional with 24 years of industry experience, currently with Kestra Advisory. His prior roles include positions at Charted Wealth, LLC, Commonwealth Financial Network, and Capital Management Partners, LLC. Bowen is a managing member of Alta Vista Wealth Management LLC, a business focused on securities and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance, and access to multiple management platforms, serving notable clients including sovereign wealth funds.

Cynthia Reilly is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and previously worked at TD Bank N.A. Cynthia also manages a small residential rental property through an independent property management company. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management through a variety of TD-guided and third-party investment solutions.

Michael O'Brien is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing six years of industry experience. His prior roles include positions at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of advisory work, he is co-manager of OWL Sanitation, LLC, a trash sanitation business serving personal and commercial clients. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, with approximately $166.2 billion in client assets under management as of December 2025. The firm offers customized wealth management services that incorporate proprietary investment screening, manager selection, and alternative investment access through affiliated platforms.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and having two years of industry experience. Prior to Cerity Partners, he worked at The Colony Group, LLC and Cantella & Company Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines customized investment profiles, quantitative screening, and access to alternative and private market solutions.

Bernard Caniff Jr. is a financial advisor with Money Concepts Capital Corp in Lynnfield, MA, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2008 and has managed his own tax preparation and valuation analysis business, Caniff & Associates, since 1987. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Thomas Sullivan is a CFP® with 45 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has a longstanding history at Penn Mutual dating back to 1977. In addition to his advisory role, he is involved in life insurance brokerage through Cornerstone Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of year-end 2025.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. 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 services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Robert Devinney is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at Cerity Partners LLC and has previously been employed at Prio Wealth LP and Fidelity Investments. Devinney is based in Boston, MA. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security investments.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Richard West is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Spearhead Capital Advisors, Perspecta Trust Company, and founding West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. He continues to serve as president of West Family Wealth Advisors on a part-time basis. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including variable insurance products, placement, and investment banking.

Drew Balestrieri is a financial advisor with Valic Financial Advisors in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at AGIA, AmWINS Group Benefits, Enterprise Rent-A-Car, and Salve Regina University. Outside of financial advising, he is involved in the collectible market as an owner and seller of rare comic books. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology solutions.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.