Carrie Mcnair is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her background includes nearly a decade at Valic Financial Advisors and prior roles at Agia and MSI Financial Services. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

David Brower is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Independent Financial Partners, LPL Financial, MICG Investment Management, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to managed account solutions including proprietary and third-party platforms. The firm emphasizes a fiduciary-based advisory model that integrates client goals with a variety of investment strategies and technology platforms.

Julio Murga is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Daniel Samson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA Individual & Institutional Services, LLC since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm operates within a vertically integrated group and applies a fiduciary standard to its advisory services.

Rosa Jardim is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios that combine internal management with third-party asset managers.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Stephen Brown is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Voya Financial Partners, LLC and WRIGHT INVESTORS SERVICE INC. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Peter Mureddu is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure utilizing affiliated funds.

Michael O'Leary is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes positions at Infinex Investments, BayCoast Bank, Oppenheimer, Roosevelt & Cross, and Quick & Reilly. He also serves as a Business Development Officer at BayCoast Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.

Darrien Slaughter is a financial advisor with Guardian Life based in Riverside, RI. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MSI Financial Services. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Scott Andrews is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Andrews serves as vice president of South County Habitat for Humanity, where he supports the executive board and chairs the nominating committee. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations to guide client relationships, offering both discretionary and non‑discretionary management through a large network of investment adviser representatives.

Steven Humm is a CFA® charterholder with one year of experience at TIAA-CREF and four years at TIAA, following six years at Bank of America. He is based in Providence, RI. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Jason Dodd is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 66 and Series 65 designations and has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of investment programs and consulting services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Luis Obando is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including eight years at Mass Mutual Investors Services and current roles at Park Avenue Securities and Guardian Life. Outside of advisory work, he owns and operates L G Financial, Inc., a non-investment-related business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Brett Peroni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his financial advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit raising funds for children with learning disabilities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, retirement plan, charitable, and business clients through a combination of brokerage and advisory services. The firm offers tailored investment management, financial planning, and access to proprietary and third-party solutions, with a range of operational and lending options integrated into client service.

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She also serves as treasurer on the board of the Upper Arlington Ice Hockey Association and is an instructor at The Ohio State University’s Nisonger Center, where she provides training on developmental disability planning. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client saving rates within plan sponsor-selected investment lineups.

Cindy Ryan is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds a Series 66 credential and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, MSI Financial Services, and Metlife Securities. Ryan serves as a Board of Director for the Greenville Terrace Subdivision Homeowners Association in Rhode Island, where she participates in meeting recordkeeping and communications. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with features including customized portfolios, fiduciary standards, and advisory services for a donor-advised fund.

Lawson Mitchell IV is a financial advisor with Citizens Securities, Inc. in Pawtucket, RI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank, as well as diverse experience in media and publishing with Cumulus Media, Gannett Co., Inc., and Falmouth Publishing. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services, with a range of investment programs including a digital advisory platform and managed accounts.

Marja Sweet is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. She has worked at both Commonwealth Financial Network and Oak Leaf Wealth Management Services since 2014. In addition to her advisory role, she has a longstanding involvement with Lululemon Athletica. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides adviser support through a variety of managed-account programs, third-party asset managers, and back-office services.