Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Piper Jaffray & Co. from 2015 to 2019. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Nicholas Loring is a CFP® professional with 14 years of industry experience, currently affiliated with Kintra Wealth, LLC. His career includes roles at Legatus Wealth and his own Loring Advisory Group. He is also a co-owner of Loring Financial Planning & Investments Inc. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment approach combined with fundamental security analysis.

Thomas Fay is a CFA® charterholder with eight years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent seven years at BNY Mellon. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting services. The firm employs a strategic asset allocation framework that incorporates internally managed strategies, third-party managers, and selective use of AI tools to support—but not replace—human investment decisions.

Crystal Wild is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Kintra Wealth, LLC and Mutual Securities, Inc., and previously worked at Commonwealth Financial Network and Loring Advisory Group. Wild is also the owner of Loring Financial Planning & Investments. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, and retirement-plan consulting. The firm integrates client-focused planning with model-driven asset allocation and fundamental security analysis, offering a range of investment strategies and specialized services such as business exit planning and sub-advisory solutions.

Michael Primiani is a CFP® with seven years of industry experience, currently serving at Kintra Wealth, LLC and Mutual Securities, Inc. He previously worked at Commonwealth Financial Network, Loring Advisory Group, and Oppenheimer. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management with an investment approach that emphasizes tax efficiency and integrates planning with active and passive strategies.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Prior to his financial services career, he held positions at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

John Alessi is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is 100% owned by Citizens Bank, N.A.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, Nguyen worked at Citizens Financial Group and has entrepreneurial experience as the owner of Family Nails Spa LLC. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Guido Sarcione is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Sarcione has worked at firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. 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 services, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Matthew Buckley is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes five years at Citizens Bank prior to joining Citizens Securities, where he has worked since 2020. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a mix of discretionary and non-discretionary business activities.

Kevin Mcgrady is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI. He holds the ChFC® designation and has 29 years of industry experience. Since 2016, he has been affiliated with Integrated Wealth Concepts and LPL Financial. 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, consulting, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Steven Earle is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory work, he is involved with Evolution Financial LLC, a separate business activity unrelated to investments. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Santander Securities, LLC and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Daniel Norton is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory role, he serves as a women’s ice hockey coach at Bridgewater State University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Ricardo Jesuino is a financial advisor with Citizens Securities, Inc. in Providence, RI, holding a Series 66 designation and having one year of industry experience. Prior to joining Citizens Bank and Citizens Securities in 2025, he spent 15 years in the alloy wheel repair business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Adam Cote is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He has held roles at Cambridge Investment Research, LPL Financial, and other firms before joining Eagle Strategies in 2025. Outside of his advisory work, Cote coaches youth baseball and serves on the board of a Little League organization. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types, including fee-based advice and co-advisory relationships, with most regulatory assets managed on a non-discretionary basis.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been associated with Eagle Strategies since 2021. In addition to his advisory role, he operates McGuire and Wright Financial Group LLC and is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, focusing primarily on non-discretionary assets and catering to both retail and institutional investors within an integrated New York Life affiliate structure.

Christopher Ricci is a CFP® professional with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, Briggs Advisory Group, and 1st Global entities. Ricci's background includes extensive work in wealth advisory services across multiple firms. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services such as investment management, financial counseling, family office solutions, retirement plan fiduciary services, tax and business management, and sub-advisory solutions, employing a tax- and fee-sensitive, long-term investment approach that integrates fundamental and quantitative analysis.

Yaldez Abdel Samed is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years at Key Investment Services LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a broader framework as a broker-dealer and insurance agency.