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.

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.

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.

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.

Brian Allsop is a financial advisor at OSAIC Institutions, INC. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Infinex Investments, Inc. for 27 years. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

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.

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.

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 with Empower Advisory Group, holding Series 63 and Series 66 designations and 27 years of industry experience. His work history includes roles at GWFS Equities, MassMutual, and Citizens Securities. Outside of finance, he works on the greens crew at the 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 select IRA and retail brokerage clients. The firm offers integrated services that combine financial planning and managed account solutions linked to Empower’s recordkeeping platforms.

Daniel Mantell is a CFP® professional with eight years of industry experience, currently with Janney Montgomery Scott in Boston, MA. He previously worked at Wells Fargo Wealth Management for 12 years and has a long tenure at Bentley College. Outside of his advisory role, Mantell serves as an election official for the Town of Hanover, judges a regional high school science and engineering fair, and volunteers as a tool evaluator for Donor Atlas. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory 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.

David Stellati is a Series 63–licensed financial advisor with Morgan Stanley, based in Boston, MA, and has 42 years of industry experience. He has worked in various capacities within Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the owner of Bud Stellati Distributors, a business specializing in snowmobile sales and parts. Morgan Stanley Wealth Management is a large SEC-registered firm serving both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.