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 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.

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 at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has recently begun his advisory career in 2025. Prior to joining Benjamin F. Edwards & Company, he worked at UNFI and Centrex Inc. 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 a large team of advisors. The firm offers a range of services including advisory programs, financial planning, investment management consulting, and brokerage services, utilizing a mix of proprietary strategies and third-party models.

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 at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining her current firm in 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 through over 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party models through discretionary and non-discretionary managed solutions.

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® professional with 46 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. She previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. In addition to her advisory role, she serves as an arbitrator for NASD dispute resolution. 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 services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Matt Stone is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He held positions at Morgan Stanley and Morgan Stanley Smith Barney from 2007 to 2024 before joining Gather Wealth Management and Commonwealth Financial Network in 2024. He holds Series 63 and Series 65 registrations. Outside of advising, he is the owner of Gather, LLC, a business focused on farming and art education. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a wide array of managed account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through internally managed models or outsourced platforms.

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.

Meghan Forrester is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Citizens Securities, Citizens Bank, Raymond James Financial Services, Boston Harbor Wealth Advisors, and Santander Securities. Citizens Securities serves individual and high-net-worth investors, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

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.

Beren Anderson is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with firms including Lincoln Financial Advisors and Prudential, and is also the owner and CEO of BSA Wealth Advisors, LLC. PlanMember provides retirement-plan advisory services to employers and participants, using a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education and support services, acting as an ERISA Section 3(38) fiduciary for many plans.

James Joly is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Cantella & Co., Inc., Voya Financial Advisors, Morgan Stanley, and LPL Financial. Outside of his advisory work, he is the sole owner of Greenwich Bay Wealth Management, LLC, and is also involved in a music band called Good N' You!. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs and third-party solutions, along with integrated lending and insurance product options.