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 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.

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.

Kevin Catineau is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Gwfs Equities, MML Distributors, MassMutual, and Citizens Securities. Outside of his advisory role, he works on the greens crew at Woodland Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms to offer point-in-time financial plans and optional managed account solutions.

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.

Evelyn Varner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She worked at Merrill from 2011 to 2020 before joining Wells Fargo Clearing and Wells Fargo Bank in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ryan Burke is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2008. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Armstrong is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2018 to 2020. Armstrong also has a background connected to Quinnipiac University and a family business, Armstrong Fence Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize investment estimate models and simulations without making individual security recommendations as part of standalone plans.

Marlean Komar is a financial advisor with OSAIC and holds Series 63 and Series 66 designations. She has 35 years of industry experience, including over 26 years at Investacorp, Inc. and four years with Securities America Advisors, Inc. Outside of her advisory role, she serves as Vice-President of the Women's Auxiliary of the American Legion Post 223 and is president of Komar Wealth Management, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes a variety of asset-allocation tools and portfolio management approaches, supporting both discretionary and non-discretionary accounts.

David Stellati is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is the owner of Bud Stellati Distributors, a business specializing in snowmobile sales and parts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning and investment strategies.

Marcos Lopez Perez is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. Prior to joining LPL Financial, Marcos worked at Park Avenue Securities and Guardian Life Insurance for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brad Croall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Manulife Asset Management, John Hancock, and John Hancock Distributors. He also serves as Executive Director of the Quincy Retirement Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Ameen Amin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a course associate at Columbia University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.