Jean Riordan
Jean Tobin Riordan joined the Next Level Private family in January 2026. Jean joins Next Level Private after spending the past 35 years building a successful financial advisory practice. She brings with her extensive experience, deep industry knowledge, and a strong commitment to her clients. Jean will continue to grow her practice while sharing her expertise as a […]
Matt J. Giller
Matt began his career on Wall Street 33 years ago and now brings a wealth of experience to Next Level Private, where he is dedicated to guiding clients toward financial security. Throughout his career, including recent roles at Farther Finance, Baystate Financial, and Northwestern Mutual, Matt has proven his commitment to providing clients with the […]
John Kenney
John joined the Next Level Private team in Spring 2024. John has always been in the tireless pursuit of doing good by doing good for others, and we are thrilled that John is taking this passion to our Next Level community. His goal is to assist members of the Next Level Private community move toward […]
Tom G. Elliott
Tom Elliott joined Next Level Private in October 2024, bringing a genuine passion for helping successful individuals take control of their financial future. Tom specializes in creating personalized financial plans that align your goals with your dreams — taking the time to truly understand what financial clarity and independence means to you. What sets Tom […]
Melissa Holguin
Following an exciting sales role at an international export-management company Melissa joined Next Level Private in 2022 as a Client Advocate. Her addition to our Next Level Team offers yet another incredible level of client service and care. Melissa prides herself on finding efficient solutions for every client and she prioritizes making clients feel comfortable […]
Russ S. Baker
Russ Baker joins Next Level Private after a successful 35-year career in the financial services industry trading securities at various big banks. Russ’s most rewarding days did not come from getting the market correct. Rather, Russ realized his sense of worth came from contribution. This unnegotiable desire to help others pulled him to help build […]
Kaitlyn C. Lavelle
Kaitlyn joined Next Level Private in 2021. She enjoys engaging with all of our clients to help with service and operational needs. She is incredibly efficient and client focused. Kaitlyn finds one-on-one interactions with clients to be the very best part of any day. A graduate of Loyola University in Maryland, Kaitlyn earned a B.A. […]
Jennifer M. Galli
Jennifer joined the team in 2017. She brings incredible commitment to each client relationship with her genuine passion to help people. She aims to exceed expectations for assisting all clients efficiently and effectively. With Jennifer on our team, we are strongly positioned to deliver the advice our clients need to progress towards financial independence. Jennifer […]