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.

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.

Erin Alves is a financial advisor with TIAA-CREF in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes positions at Morgan Stanley, Oppenheimer & Co. Inc, and multiple tenures at TIAA-CREF and its affiliated entities. Outside of her advisory work, she works as a server at a full-service pub. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various model and customized strategies within a vertically integrated structure.

Victor Contente is a financial advisor with TD Private Client Wealth LLC in Providence, RI, holding a Series 66 designation and 14 years of industry experience. His professional background includes roles at TD Bank N.A., Charles Schwab Bank SSB, Charles Schwab, and TD Ameritrade. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jake Generazzo is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank Five and Dicks Sporting Goods. Outside of his advisory work, he owns and operates an affordable golf blog called Fore the Save. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Christie Marotta is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also a partner and CPA at Jardim & Marotta LLC, a role she has held for ten years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory with a long-term investment approach and a variety of model and wrap-fee program options.

Marcio Martins is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, after previous roles at Citizens Securities Inc. and Citizens Bank. Outside of advising, he manages rental real estate properties. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios within a fiduciary framework.

James Tollefson is a CFP® professional with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2024. His previous roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as co-trustee for family trusts based in Newport, Rhode Island. 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 advisory, financial planning, retirement consulting, and investment management services that combine proprietary strategies with third-party models.

Louis Delorenzo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes multiple tenures at TIAA-CREF and Citizens Securities, Inc. Outside of his advisory work, Delorenzo is also involved in sports photography. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Kevin Gates is a financial advisor with Eagle Strategies (NY Life) based in Providence, RI. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, working with NYLIFE Securities Inc. and New York Life Insurance Company since 2003. Outside of his advisory work, he serves as the recording secretary for the Knights of Columbus Council 3563, a charitable and religious fraternal organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers multiple program types and principally manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Antonio Esteves is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Bank Five, Citizens Securities, Inc., and Citizens Bank. He is based in Dartmouth, MA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Nathan Rego is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Infinex Investments, Inc. and BayCoast Bank since 2012, as well as a position at Morgan Stanley in 2011. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

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.

Chancellor Harkins is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked with Harkins Wealth Management and Commonwealth Financial Network since 2018 and previously spent two years at Liberty Mutual Insurance. Outside of his advisory role, he is a co-owner of Nightshade, LLC, a bar and restaurant located in Providence, RI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, serving both individual and institutional clients.

Eric Brown is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2024. Previously, he held roles at Wells Fargo Clearing, 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. The firm offers a range of financial services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, combining proprietary strategies with third-party model providers.

Matthew Murphy is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013. 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 range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation across equity, balanced, and fixed-income portfolios.

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.

Edward Burnett is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Burnett serves as a board member for several community organizations in Little Compton, Rhode Island, including the Little Compton Business Owners Networking Group and the Scholarship Little Compton Board. Eagle Strategies serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.