Large-firm financial advisors working with established professionals in Boston, MA

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

Michael Pugliese is a financial advisor with LPL Financial in South Boston, MA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include positions at Sorrento Pacific Financial, Dedham Savings Bank, and Santander Bank. He serves as a board member for two nonprofit organizations, Pointe Place and Brookfield Village HOA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Brian Foley is a CFP® with 17 years of industry experience and is the sole advisor at BCF Law Group, LLC in South Boston, MA. He has operated BCF Law Group since 2008 and maintains a private law practice through the Law Offices of Brian C. Foley. In addition to his advisory and legal work, he prepares individual income tax returns and is a licensed independent insurance agent. BCF Law Group is an independent investment adviser serving individual clients with financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach tailored to clients’ personal circumstances, integrating estate, tax, and insurance services alongside its core investment advice.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Christopher Lagan is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Congress Asset Management Company, LLP since 1993. Outside of his advisory role, he serves as a director of Congress Wealth Management, contributing to the firm’s strategic direction. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm emphasizes a bottom-up, research-driven investment approach with a focus on growth, profitability, franchise strength, and valuation.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, 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, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.