Patrick O'brien

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Gregory Barishian is a CFP® professional with seven years of industry experience. He has worked at Aurelius Family Office, LLC since 2023 and previously held roles at Corrigan Financial, Inc., Children's Friend and Service, LPL Financial LLC, Harkins Wealth Management, and IMT Services Corporation. He serves on the finance committee of The Village Common of RI, a nonprofit supporting aging in place for older adults. Aurelius Family Office provides discretionary wealth management, financial planning, and retirement-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses a tailored investment approach based on modern portfolio theory, factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services.

Kevin Le Blanc is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Edward Jones, Santander Securities, and SCOTTRADE. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, delivering advice through a network of supervised investment adviser representatives with tailored portfolio strategies.

Holly Wanegar is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2019, including her current tenure starting in 2023, and previously worked at People's United Bank from 2016 to 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction using various securities and insurance products.

Jonathan Mathews is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including John Hancock, Prudential Financial, and GRAIL. Mathews also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options, while advisors maintain discretion over client portfolio construction.

Tomasz Kosek is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with infinex Investments, Inc. since 2000. Outside of his advisory role, he serves as Vice President at Jewett City Savings Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes a mix of fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.