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.

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.

Jonathan Sweet is a CFP® professional with 42 years of industry experience, affiliated with Commonwealth Financial Network since 1998. He holds the Series 63 designation and operates out of Rehoboth, MA. Outside of his advisory role, he is involved in tax preparation services through Oak Leaf Management Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Sasha Cesen is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved in residential rental property management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Michael Aguilar is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer, he held roles at Prime Now LLC, Door Dash, Hennes & Mauritz AB, and The Greene School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Ricardo Vargas is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Regions Bank, Rocket Mortgage, and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans, serving a large participant base with a higher client-to-advisor ratio than many peers.

Walter Cooper is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, following a 19-year tenure at UBS Financial Services. He also serves as co-trustee for the Janet Cooper Trust, managing tax and investment duties for the trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting.

David Collins is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following five years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Javier Bento is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments and BankFive, along with experience in education at Johnson & Wales University and Diman Regional Vocational Technical High School. In addition to his advisory work, he is involved with Financial Planning Alternatives as a Licensed Associate Financial Advisor, providing client service and insurance support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

David Vanech is a financial advisor with Oppenheimer in Providence, RI, holding a Series 66 designation and 19 years of industry experience. He has worked at Oppenheimer since 2010, with prior experience at Morgan Stanley from 2007 to 2010. Vanech serves on the board of Branch LLC, a strategic advisory firm specializing in brand marketing and cultural leadership strategies. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

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 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.

Addison Wheeler is a financial advisor at Empower Advisory Group with a Series 66 designation and five years of industry experience. Prior to joining Empower, he worked at Fidelity Investments and held various roles in the car wash industry and other businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Lawrence Flynn is a financial advisor with Oppenheimer in Providence, RI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2007 and previously spent six years with Citigroup Global Markets. Flynn serves on the Board of Directors for Day One, a charitable organization supporting abused children, and participates in the investment committee for the Providence Public Library. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary advisory arrangements.

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.

Le Eric Daye is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with TIAA-CREF since 2007, including prior experience at Beacon Pointe Advisors and its insurance services division. Outside of his advisory role, he is involved with Rodman for Kids. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group utilizing affiliated funds.

David Weinberg is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, having worked at firms including Ameriprise Financial Services and SagePoint Financial. Outside of his advisory role, he is involved with UpHill Productions, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Samantha Villarreal is a financial advisor with Empower Advisory Group in Providence, RI. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role, she worked at Empower Financial Services and in home health and physical therapy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s integrated service model ties financial planning to recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within client-specific plan lineups.

William Harig is a financial advisor with TIAA-CREF in Providence, RI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Horace Mann Companies and Citizens Securities, Inc., among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time financial planning and ongoing discretionary management through model portfolios and customized solutions.