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.

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 financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Janney, he worked at Wells Fargo Wealth Management for 12 years and has been involved with Bentley College for 15 years. Outside of his advisory role, he serves as an election official in Hanover, MA, judges at the Mass Region 5 High School Science & Engineering Fair, and volunteers as a tool evaluator for Donor Atlas. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Matthew Neville is a financial advisor with Integrated Wealth Concepts LLC based in Rockland, MA. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Mutual of Omaha Investor Services. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios constructed with mutual funds, ETFs, individual equities, and fixed income, typically employing a long-term investment approach.

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 at Osaic with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investacorp, Inc. for 26 years and Securities America Advisors, Inc. for four years. Komar serves as Vice-President of the American Legion Auxiliary and is president of Komar Wealth Management, Inc., a financial services firm. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance analysis, enabling advisors to implement discretionary strategies and third-party manager selections.

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.

Marcos Lopez Perez is a financial advisor with LPL Financial in Brookline, MA, holding CFP® and ChFC® designations along with Series 65 and Series 63 licenses. He has 11 years of industry experience, previously working at Park Avenue Securities and Guardian Life Insurance for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Brad Croall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at several firms, including Manulife Asset Management, John Hancock, LPL Financial, and Morgan Stanley. In addition to his advisory role, he serves as Executive Director of the Quincy Retirement Board and owns a business called ForePoint Retirement. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to various platforms, proprietary model strategies, and third-party advisers.

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.

Adrienne Ciccone is a Series 66-registered financial advisor with UBS Financial Services in Boston, MA, where she has worked since 2018. She has seven years of industry experience, including a prior role at Helmes and Co LLC and several years at Fairfield University, where she held positions including Dean of Students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include portfolio management, financial planning, and access to proprietary research and capital markets services.

Julie Hall is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.