Daniel Coleman Jr. is a CFP®-certified financial advisor with three years of industry experience. He is currently with Cerity Partners LLC, having joined in 2025, and previously worked at Prio Wealth, LP and BNY Mellon Wealth Management’s Family Office. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.

John Salvaggio is a financial advisor at OSAIC Institutions, INC. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 2011, he has been associated with infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services. The firm emphasizes customized advisory engagements and provides access to alternative investments and lending solutions through platforms such as CAIS and CapitalHub.

Edward Ciancarelli is a CFA® charterholder based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC since 2014. Ciancarelli volunteers as a member of the Global Equities Sub-Committee for the Boston Securities Analyst Society, where he participates in organizing investment-related conferences and seminars. He is affiliated with Focus Partners Wealth, LLC, which provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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 65 and Series 63 licenses. He has one year of industry experience, including prior roles at KeyBank and NYLIFE Securities LLC. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, third-party money manager access, and brokerage and insurance products through a combination of affiliated and third-party investment strategies.

Colin Gannon is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. Before joining Voya, he worked at Fidelity Investments and has a background as a student at Miami University. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm combines advisory and broker-dealer activities, utilizing model portfolios, affiliated strategies, and third-party money managers in its investment approach.

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., holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has additional work history with Aramark. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management, third-party money manager access, and brokerage and insurance products. The firm provides advice through model portfolios, affiliated strategies, and third-party strategists, with a significant portion of assets managed on a non-discretionary basis.

Eric Vanderpool is a Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He previously worked at Brown Brothers Harriman & Co. for ten years and held roles at First Republic Securities Company, LLC and First Republic Investment Management, Inc. in 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, as well as broker-dealer services, including securities transactions, variable insurance products, and investment banking offerings.

Stephanie Gallegos is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Commonwealth Financial Network since 2018 and has also been affiliated with Samuel Financial since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Samuel Diarbakerly is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Claro Advisors, LLC, Bank of America, N.A., and Merrill. 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, and family office services, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, and combines enterprise scale with a range of model and wrap fee options.

Guy Presutti is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Matthew Buscone is a financial advisor at Breckinridge Capital Advisors Inc with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Breckinridge since 2008. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients, typically accessed through intermediaries. The firm combines a top-down Investment Committee outlook with fundamental credit and issuer research and employs rules-based models with an emphasis on tax-aware techniques.

Alison Moscoffian is a financial advisor at Farther with a Series 65 credential and two years of industry experience. She previously worked at Commonwealth Financial Network and Freedom Trail Financial, among other firms. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and uses a combination of bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Brian Allsop is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Infinex Investments, Inc. since 1999. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm employs a network of investment adviser representatives who provide both advisory and brokerage solutions using a variety of analytical approaches and third-party due diligence.

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.

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.

Benjamin Clough is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. He has been with Breckinridge since 2016 and holds Series 63 and Series 65 designations. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combined top-down and bottom-up investment approach supported by proprietary technology and a team-based portfolio construction process.

Daniel Mantell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He previously worked at Wells Fargo Wealth Management for 12 years and has experience with Bentley College. Outside of his advisory work, Mantell has served as an election official in Hanover, MA, volunteered as a judge for a regional high school science fair, and evaluated tools for a nonprofit organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutional clients. The firm combines in-house portfolio management with third-party managers through multiple advisory programs and offers integrated custody and trustee services.

Matthew Neville is a Series 66-registered financial advisor with Integrated Wealth Concepts LLC, based in Rockland, MA. He has 11 years of industry experience, previously working at MML Investors Services and MassMutual before joining Integrated Wealth Concepts and LPL Financial in 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, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, and manages assets through both internal management and third-party sub-advisers.