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 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.

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.

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.

Blake Beattie is a financial advisor with Eagle Strategies (NY Life) based in Johnston, RI. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2026. Prior to entering the financial industry, he worked at the Community College of Rhode Island and Potowomut Golf Club, as well as managing a bistro. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Maria Coclin is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation. In addition to her advisory role, she teaches at the Community College of Rhode Island and is involved with Coclin Associates, Inc., a CPA affiliate program. 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, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

James Tollefson is a CFP® professional with 41 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has held prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW 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 over 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Sarah Kennedy is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Janney Montgomery Scott and has held prior roles at LAZ Parking, Sheeley & Partners Wealth Management, and Johnson & Wales University. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Edmund Broomhead is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Janney Montgomery Scott in various capacities since 2002, with an 11-year tenure at Merrill prior to that. Outside of his advisory role, he serves as an assistant coach for girls' lacrosse at Barrington High School 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dana Sherman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Commonwealth Financial Network since 2003 and previously at Bank Rhode Island. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, providing a broad adviser-support platform that includes managed-account programs, third-party asset managers, and custody services.

Sean Maloney is a CFP® professional with 24 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked since 2025. Prior to joining Savant, Maloney held roles at Corrigan Financial, Inc. and KCG/Virtu Americas. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a mix of evidence-based, model-driven asset allocation and actively managed investment strategies, supported by affiliated accounting, legal, and trust services.

Stephen Mansi is a Certified Financial Planner (CFP®) with six years of industry experience. He is affiliated with AE Wealth Management, LLC and Massey & Associates, Inc., where he provides financial advising and insurance services. Prior to his current roles, Mansi worked at Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operated the Mansi Insurance Agency. AE Wealth Management, LLC offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Eric Brown is a CFP® professional with 37 years of industry experience. He currently works with Benjamin F. Edwards & Company, Inc., joining the firm in 2024. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., and Morgan Stanley DW 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 network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model providers.

Katherine Annulli is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has been with the firm since 2026. Prior to joining Benjamin F. Edwards, she worked at Authentic Audience and operates KMA Organizing, a business she founded. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, and corporations. The firm offers various advisory programs and combines proprietary strategies with third-party models, supported by in-house equity and fixed-income research and trading capabilities.

Christopher Mc Vay is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, American United Life, and Metlife Securities, and he serves on the Board of Directors for House of Hope, a nonprofit focused on ending homelessness. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-driven tools to implement investment recommendations across various account types.

Jason Arrighie is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Brendan Solecki is a CFP® affiliated with Savant Wealth Management, with one year of industry experience. He previously worked at Corrigan Financial, Inc. for five years and at Clean Harbors for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by centralized resources and integrated legal and accounting affiliates.

Kevin Mc Nair is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently works with Lincoln Investment and has prior experience at Agia, Valic Financial Advisors, Ameriprise, and MSI Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that builds strategic model portfolios and employs third-party managers.