Khurram Gillani is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. He holds a Series 65 designation and has been with Breckinridge Capital Advisors since 2012. 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, and mutual funds. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and features a distinctive operational structure as a Massachusetts Benefit Corporation and certified B Corp.

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. 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.

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.

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 with Cerity Partners LLC in Boston, MA, holding a Series 66 credential and with one year of industry experience. Prior to joining Cerity Partners, she worked at Equitable Advisors LLC and held roles at Blank Street and Grade Potential Tutoring. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection combined with proprietary quantitative screens and third-party managers to build client programs.

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 has worked at Allworth Financial since 2026 and previously spent over two decades with Wealth Management Advisors, LLC and Sullivan Bille, PC. Allworth Financial is a fee‑based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through a variety of model strategies and uses technology to manage held-away employer retirement accounts, with a notable focus on airline industry employees and several affiliated businesses.

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.