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 65 and Series 63 licenses and has recently begun his career in the industry. Prior to joining Benjamin F. Edwards, he worked at UNFI and Centrex Inc. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and monitoring.

Berto Cabral is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and previously worked with New York Life and Quinn Wealth Strategies. He is also owner of Cabral Financial Group, LLC, which sells insurance products and brokers non-registered insurance offerings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Volpe is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Infinex Investments, Royal Alliance, CUNA Mutual Group, Santander Securities LLC, and Sovereign Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm employs a mix of fundamental and technical analysis and offers both discretionary and predominantly non-discretionary asset 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 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 24 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including both firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Patrick Sier is a CFP® with 24 years of industry experience. He is currently with Independent Financial Partners and was previously with SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Outside of his advisory role, he owns an investment management DBA called Advisory Services of New England. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management 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. She is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024 after eight years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Anne serves as an arbitrator for NASD dispute resolution and acts as a trustee for her spouse’s trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory and investment management services through both proprietary and third-party model strategies.

Raymond Hunt is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 24 years of industry experience, including 14 years at Lincoln Investment. Hunt is also licensed as a Life and Health Insurance Broker, providing insurance product recommendations and services. Capital Analysts serves a diverse client base ranging from individual investors to corporate and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management, utilizing proprietary investment models and third-party managers, and maintains close affiliations with Lincoln Investment and major custodians.

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 at PlanMember Securities Corporation with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lincoln Financial Advisors and Prudential Insurance Company of America. Anderson is also the owner and CEO of BSA Wealth Advisors, LLC, an investment-related firm offering securities and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

James Joly is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Cambridge Investment Research Advisors, Cantella & Co., Inc., Voya Financial Advisors, Morgan Stanley, and LPL Financial. Outside of advising, he is the sole owner of Greenwich Bay Wealth Management, LLC, and is involved with the band Good N' You!. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors as well as charitable and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and platforms.

Jake Generazzo is a Series 66 credentialed advisor at OSAIC Institutions, INC. with experience beginning in 2024. Prior to his current roles, he worked at Dicks Sporting Goods from 2021 to 2024. Outside of his advisory work, he owns and operates Fore the Save, an affordable golf blog. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach combines fundamental and technical analysis with asset allocation, and it features a predominantly non-discretionary asset base alongside extensive banking and lending partnerships.

Michael Aaronson is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Integrated Wealth Concepts and LPL Financial since 2016. Aaronson is also a CPA with over 28 years at Aaronson, Lavoie, Streitfeld & Co., CPA, and is a part owner of Del's Frozen Lemonade. 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, family office, and retirement plan advisory services, using a mix of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Matthew Turco is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2023 and has worked at New York Life Insurance Company since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers tailored advisory solutions through multiple program types and operates predominantly on a non-discretionary asset management model within the New York Life affiliate structure.

Royah Sultan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Bankers Life Advisory Services since 2021 and with Bankers Life Securities since 2017. Outside of her advisory role, she was part owner of Sulchance Listings LLC, a business involved in buying and flipping real estate properties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process.

Stuart Peterson is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including 12 years with Janney Montgomery Scott. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, and advisory services with a combination of in-house portfolio management and third-party managers.

Robert Rebussini is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as a board member of the Knights of the Wine Table. 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, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

James Tollefson is a CFP® professional with 40 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory and consulting services, utilizing firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.