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.

Scott Miller is a financial advisor with AE Wealth Management, LLC in Warwick, RI, holding Series 65 and Series 63 licenses with nine years of industry experience. His prior roles include positions at Massey & Associates, Inc, Centerville Bank, Ascent Advisors, and Merrill Lynch, Pierce, Fenner & Smith Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services and manages approximately $49.8 billion across more than 127,000 clients.

Ralph Salvatore is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 18 years at Corrigan Financial, Inc. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Kenneth Richardson Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and has operated his own CPA firm, Kenneth L. Richardson Jr CPA, Inc., since 1989. He is also president of The Journey to Hope, Health, & Healing, a nonprofit organization. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a customized, primarily long-term investment approach with oversight of third-party managers.

Alexander Lapolla is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining AE Wealth Management, Lapolla worked at Fidelity Investments and has experience in the mortgage and banking sectors. Outside of financial services, he has worked as a bartender at the Agawam Hunt Country Club. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of analytical approaches to support its investment solutions and serves over 127,000 clients with a platform-focused model.

Brendan Regan is a financial advisor with Empower Advisory Group in Coventry, RI. He holds the Series 66 designation and has 10 years of industry experience. His prior firms include GWFS Equities, Inc, Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alec Derderian is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Megastar Advisors and Citizens Securities, Inc. In addition to his advisory role, he is involved in insurance sales through Megastar Advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with a turnkey asset management platform and wrap-fee program.

Maxwell Khalfayan is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. His prior experience includes roles at Corrigan Financial, Inc. and Ernst & Young. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

John McMahon Jr. is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014, previously working at Voya Financial Partners, LLC for 11 years. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies with technology-enabled tools to support client investment decisions.

Jonathan Beaupre is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Beaupre has worked with Bankers Life and its affiliates since 2012, serving in advisory and insurance roles. He is also a Unit Field Trainer for Bankers Life & Casualty, Inc., where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Claudia Ruoti is a CFP® professional with 22 years of industry experience. She has been with First Command Advisory Services since 2015 and has an extensive background at affiliated First Command entities dating back to 2003. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Sarah Vanderveer Lui is a financial advisor at Savant Wealth Management with 16 years of industry experience. She holds a Series 65 designation and previously worked for Corrigan Financial, Inc. for 21 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Koby Gartner is a Series 66-licensed financial advisor with Guardian Life, holding three years of industry experience. His background includes roles at Park Avenue Securities, OSAIC, and SagePoint Financial, as well as administrative support for another investment business. Outside of finance, he is a 20% owner and producer at Up-Hill Productions, LLC, a film production company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individual, corporate, and nonprofit clients. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored financial planning, consulting, and access to alternative investments and integrated lending solutions.

Marsha Donovan is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott and its affiliated entities since 2009. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

Richard O'Brien is a financial advisor with TIAA-CREF, holding a Series 66 designation and 25 years of industry experience. He has worked at TIAA and TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and includes services such as donor-advised funds and customized portfolio management.

Bryan Pickell is a CFP®-certified financial advisor at Janney Montgomery Scott with 12 years of industry experience. He previously worked at Providence Investment Management for six years before joining Janney, where he has been since 2018. Bryan serves as a board member of the 100 Club of Rhode Island and is president of the Providence Jewelry Museum, a nonprofit focused on the history of local jewelry manufacturing. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Christopher Medeiros is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts and LPL Financial in 2026, he worked at Ameriprise Financial Services, OneAmerica Securities, and American United Life. Before his financial services career, he spent ten years with the Massachusetts Department of Corrections. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach alongside shorter-term adjustments for rebalancing and cash needs.

Harry Romain is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1993. 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 range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering operational, compliance, and practice-management resources to affiliated advisors.

Jeffrey Brown is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. His career includes roles at Kestra Advisory since 2016 and Compensation Planning, Inc. since 1999. Brown serves as an honorary board member of Jewish Family Service and operates a consulting business focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions, serving a range of clients from individual investors to sovereign wealth funds.

Gregory Porcaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He is also president and sole owner of Otrando, Porcaro & Associates, Ltd, a CPA and accounting firm, and leads Caprice Realty, Inc., a real estate management company. Additionally, he is involved with Dragon Realty, LLC, a real estate development firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.