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.

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) holding Series 65 and Series 63 licenses. He has been in the financial industry since 2026, with prior experience including roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as work outside the industry at the Potowomut Golf Club and Plum Pt. Bistro. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 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.

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 CFP® with seven years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior work includes roles at Massey & Associates, Inc., Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operating the Mansi Insurance Agency. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors, using discretionary model portfolios and a range of investment strategies.

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.

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 at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including MassMutual Investors Services, OneAmerica Securities, and Bountiful Investment Management LLC. Outside of his advisory role, he serves on the Board of Directors for House of Hope, a nonprofit focused on ending homelessness, and works as a bartender at Boomerangs Roadhouse. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines internal and external strategists with technology tools to deliver advice primarily through non-discretionary relationships, while also providing limited discretionary management through certain wrap and unified managed account programs.

Jason Arrighie is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at GWFS Equities 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 to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering both point-in-time financial plans and optional managed account solutions.

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.

Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds a Series 63 designation and has worked at firms including Merrill, Bank of America, RBC Capital Markets, and City National Bank. Pegram is based in Providence, RI. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Amanda Chartier is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Toll Gate Capital Advisors, LLC, and prior experience outside the financial industry. 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 managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting services.

Kevin Vieira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at LPL Financial, Bank of Rhode Island, and Beacon Investment Services. He also spends a portion of his time engaged in fixed insurance sales. 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.