Wendy Johnson is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 15 years before joining Janney. Johnson is also a Rhode Island Notary Public. Janney Montgomery Scott is a large, 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 municipal clients, offering brokerage services, financial planning, and various advisory programs.

Sarah Kennedy is a Series 66-licensed financial advisor at Janney Montgomery Scott with six years of industry experience. Her prior work includes roles at Sheeley & Partners Wealth Management, Johnson & Wales University, and LAZ Parking. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Dana Sherman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth and Bank Rhode Island since 2003. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management resources to its affiliated advisors.

Antonio Esteves is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior firms include Infinex Investments, Inc., Bank Five, Citizens Securities, Inc., and Citizens Bank, where he worked between 2015 and the present. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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/broker-dealer model with both discretionary and non-discretionary account management.

Thomas Hall is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He previously worked at Fidelity Investments and has held roles outside finance, including at Shelter Harbor Golf Club and Hall Law & Associates. He is also involved with David Hall LLC as a caretaker. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

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® with 37 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has experience working in organizational and audience engagement roles prior to joining the firm. Outside of her advisory role, she has been involved with her own organizing business since 2015. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a variety of managed strategies and maintaining an internal trading desk to support its advisory services.

Edward Burnett is a financial advisor with Eagle Strategies (New York Life) in Fall River, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with RiverRise Financial, LLC and NYLIFE Securities LLC, as well as New York Life Insurance Company. Outside of his advisory role, he serves on several nonprofit and community boards in Little Compton, Rhode Island, including organizations focused on business networking, scholarships, and community enrichment. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with a significant portion of assets managed on a non-discretionary basis and integrated advisory services linked to insurance and annuity products.

Christopher Mc Vay is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. He previously worked at 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, an organization focused on ending homelessness, and works as a bartender at Boomerangs Roadhouse. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning and portfolio management. The firm provides advice through multiple program structures, primarily offering non-discretionary recommendations, and operates as both an SEC-registered investment adviser and broker-dealer.

Johnny Cordeiro is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has worked as a principal at CPA firm Fernandes & Charest P.C. since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internal management and third-party asset managers to construct customized portfolios.

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® with Series 63 and Series 65 licenses and has 34 years of experience in the financial services industry. He has worked at Lincoln Investment since 2024, following roles at Agia and Valic Financial Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed model portfolios using both strategic and dynamic investment approaches.

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.

Gerald Hall is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 49 years of industry experience. He has worked at Eagle Strategies since 2002 and has held prior roles with Lifetime Financial Group, Nylife Securities Inc., New England Life, and New York Life. Hall serves as a board member of both the Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Mark Boccuzzi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-owner and senior vice president of Toll Gate Capital Advisors, LLC, and co-owner of RAMZ Associates, LLC, a commercial real estate management entity in Warwick, RI. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider.

Peter Lantz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has held roles at USA Wealth Advisors, LLC, Horace Mann Investors, Inc., and has been involved with The Lantz Family Agency, Inc. since 2013. Outside of his advisory work, he serves with the Dartmouth Fire Department, District 1. 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 approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Marco Moretti III is a financial advisor with Integrated Wealth Concepts LLC in Cranston, Rhode Island, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he has involvement in non-variable insurance products including health and life insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, implementing customized portfolios with a predominantly long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Andre Khalfayan is a financial advisor at Savant Wealth Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Savant Wealth Management in 2025, he worked at Corrigan Financial, Inc. for 28 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.