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.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of advisory work, he has served as a client relationship manager at Affinia Financial Group. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, and private investments.

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.

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

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.

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.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

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.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

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 with Breckinridge Capital Advisors Inc in Boston, MA. He holds Series 65 and Series 66 credentials and has 17 years of industry experience, all with Breckinridge since 2008. Breckinridge Capital Advisors manages separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment committee insights with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation through proprietary systems.

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.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Hoylecohen LLC before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.