Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. Her previous roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She serves as a board member and treasurer of the Upper Arlington Ice Hockey Association and is involved with Ohio State University’s Nisonger Center as an instructor and certified trainer for developmental disabilities programs. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Scott Miller is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Ascent Advisors, Centerville Bank, and Massey & Associates, Inc prior to joining AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Darvin Acosta Filpo is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Colin Murray is a CFP® professional with 17 years of industry experience, currently serving at GWN Securities Inc. since 2019. His prior experience includes roles at Nationwide Financial, Santander Securities LLC, and CCO Investment Services Corp. He is also an employee-owner of Agency Financial Partners LLC, where he develops strategic partnerships related to fixed insurance and annuity sales. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a notable legacy of market-timing and momentum-based strategies.

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 credential and bringing 14 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent seven years with Lincoln Financial Advisors Corp. In addition to his advisory work, he is president of The Journey to Hope, Health, & Healing, a separate business activity. 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, and family office services, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income, and emphasizes a long-term investment approach with flexibility for rebalancing and cash management.

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.

Christine Testoni is a financial advisor with Citizens Securities, Inc. in Cranston, RI, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citizens Securities and Citizens Bank in various roles since 2018. Outside of her advisory work, she is involved in event service as a bridal attendant and server for Russell Morins Catering. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform, managed in partnership with SigFig, and a Managed Account program, while operating as a broker-dealer and insurance agency.

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 with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendation-based relationships.

Jonathan Beaupre is a financial advisor at Bankers Life Advisory Services, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 registrations and has worked with Bankers Life and its affiliates since 2012 in various capacities, including insurance agent and unit field trainer. Outside of his advisory role, he recruits and trains insurance agents focusing on Medicare, life insurance, long-term care insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Kari Rai is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Eagle Strategies, Rai worked at NYLIFE Securities LLC and New York Life Insurance Company. Rai is a silent partner in LCCI Global Qualifications Pvt Ltd, a training and certification organization focused on the Nepalese economy. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

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 with Savant Wealth Management in Middletown, RI. She holds a Series 65 designation and has 15 years of industry experience, including 21 years at Corrigan Financial, Inc. prior to 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, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Koby Gartner is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Guardian Life Insurance Company, Park Avenue Securities, and OSAIC. Outside of his advisory work, he is a 20% owner and film producer at Up-Hill Productions, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary advisory 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.

Michael Cortazzo is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is currently affiliated with SPG Life & Annuity and Simplicity Investments. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Bryan Pickell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, he worked for six years at Providence Investment Management. He serves on the board of the 100 Club of Rhode Island, a charity supporting first responders, and is president of the Providence Jewelry Museum, a nonprofit focused on the history of jewelry manufacturing in Rhode Island. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house portfolio management and third-party managers across multiple programs.