Alliance Private Wealth, LLC

Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.

Daniel Carroll is a CFA® charterholder with five years of industry experience. He has worked at Alliance Private Wealth, LLC since 2025 and previously held positions at Commonwealth Financial Network and Century Management. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm’s investment approach is primarily long-term and discretionary, utilizing diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Juan David Ramon Soto is a CFP® professional affiliated with Alliance Private Wealth, LLC, with one year of industry experience. His work history includes positions at Alliance Private Wealth, Commonwealth Financial Network, First Republic Private Wealth Management, Northern Trust, and Northwestern Mutual. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses by providing discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term and discretionary investment approach, using diversified mutual funds, ETFs, individual equities, and bonds, and offers additional resources such as newsletters and webinars for business owners.

Robert Mestjian is a CFP® with 16 years of industry experience, currently serving as an advisor at Alliance Private Wealth, LLC. He has been associated with Alliance Private Wealth and Commonwealth Financial Network since 2007 and 2009, respectively. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by fundamental and technical analysis.