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.

Bryan Pickell is a CFP® professional with 12 years of industry experience, currently advising at Janney Montgomery Scott. He previously worked at Providence Investment Management and has been with Janney in various capacities 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 jewelry manufacturing in Rhode Island. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

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.

David Weinberg is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at Ameriprise Financial Services, OSAIC, and SagePoint Financial. Outside of his advisory work, he is involved with UpHill Productions, LLC. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

Sydney Robinson is a Series 66-licensed financial advisor with Janney Montgomery Scott in Warwick, RI, holding four years of experience at Janney and a combined total of six years in the industry, including five years at Corrigan Financial Inc. Prior to entering the financial field, Robinson was affiliated with Salve Regina University for four years. 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, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Abigail Mcdonnell is a financial advisor with AE Wealth Management, LLC in Warwick, RI. She holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining AE Wealth Management in 2018, she worked at Global Financial Private Capital, LLC. She is also involved with Massey and Associates, Inc., where she engages in the sales and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that includes model portfolio solutions, discretionary asset management, and financial planning services.

Ryan Donahue is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience working at UNFI and Centrex Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Stephen Volpe is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Infinex Investments, Royal Alliance, CUNA Mutual Group, Santander Securities, and Sovereign Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Thomas Day is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a dually registered 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 organizations, offering brokerage services, financial planning, and multiple advisory programs.

Stacey Tollefson is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior career includes roles at Wells Fargo Clearing and WELLS FARGO Advisors spanning from 2000 to 2024. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, and certain M&A advisory services.

Patrick Sier is a CFP®-certified financial advisor with 25 years of industry experience, currently with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Anne McCarver is a CFP® certificant with 46 years of industry experience and is currently with Benjamin F. Edwards & Company, Inc. since 2024. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. She serves as an arbitrator for NASD Dispute Resolution and holds mineral rights interests in Oklahoma. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party model providers.

William Goliger is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked for ten years at Tailored Brands. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Brian Drohan is a financial advisor with Eagle Strategies (NY Life) in Johnston, RI, holding the ChFC® designation and Series 63 license. He has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Robert Surprenant Jr. is a financial advisor with Commonwealth Financial Network in Warwick, RI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Santander Securities, LLC and Santander Bank, NA for a combined ten years. He is also engaged in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary model portfolios and customizable program options, supported by a substantial clearing and custody relationship with National Financial Services LLC.