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.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

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.

Javier Bento is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and BankFive. He also has experience in financial planning and insurance services through his role at Financial Planning Alternatives. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm delivers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Kristen Vine is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 13 years of industry experience and also operates Vine Financial, LLC, through which she sells New York Life products and brokers non-registered insurance products. Kristen has been active with New York Life and its affiliated entities since 2011. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 designations and has been with Voya since 2014. In addition to his advisory role, he acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing non-discretionary, recommendation-based advisory 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.

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.

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.

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 with Kestra Advisory, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside his advisory duties, Brown serves as an honorary board member of Jewish Family Service and operates a consulting practice focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients ranging from individual investors to sovereign wealth funds.

Gregory Porcaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 14 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 and rental company. Additionally, he has extensive involvement in real estate development through Dragon Realty, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, and compliance services while offering discretionary portfolio management through its Investment Management and Research team.