Ricardo Jesuino is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked in alloy wheel repair for 15 years before joining Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program managed with SigFig and a Managed Account program.

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.

Christopher Ricci is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Briggs Advisory Group, Inc., and 1st Global Advisors, Inc. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Todd George is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Commonwealth since 2001 and operates Todd M. George Investment & Retirement Services since 2009. Outside of his advisory work, he serves as an executor and power of attorney for family-related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Jennifer Burgio is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She has been with Janney Montgomery Scott since 1994 and currently works in the Warwick, Rhode Island office. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, corporate retirement plans, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, and advisory programs.

Michael Fox is a financial advisor with Commonwealth Financial Network in Providence, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience and has been affiliated with Commonwealth Equity Services, Inc. since 1995. Fox also serves as a trustee for a company retirement plan and is a licensed vendor for a third-party administrator of employee benefit plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team, and offers various program structures tailored to advisor and client needs.

Richard Shelton is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Edward Jones, Fidelity Investments, and U.S. Bank. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm manages approximately $49.8 billion through a platform-driven approach that emphasizes discretionary model portfolios and a variety of investment strategies.

Brandon Aglietti is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Ameriprise and was employed at Wind Watch Golf and Country Club for four years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting.

Brendon Fausset is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with five years at Atlantic Custom Builders. 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 advisory programs and focuses on tailoring solutions to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

James Osullivan Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 51 years of industry experience. He has worked at Commonwealth and James V. O'Sullivan since 2007. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

David Santoro is a CFP® professional with 17 years of experience in financial advising. He has been affiliated with Commonwealth Financial Network since 2012 and leads Santoro Financial Planning Group, a private entity facilitating securities, advisory, and insurance business. Prior to forming his own group, he worked at MCB Financial Services from 2012 to 2020. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. Advisors on the platform have discretion to create client portfolios from a broad range of securities and insurance products, supported by Commonwealth’s investment research and model portfolios.

Nolin Frias is a CFP® with 12 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Briggs Advisory Group, and John Hancock Investment Management among others. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Brendan Flaherty is a CFP® with 22 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, he worked at Merrill and Bank of America. He serves as an adjunct professor at Bryant University, teaching investment theory and managing the Certified Financial Planning program there. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Susan Beard is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 registrations and 31 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously spent 11 years at Merrill. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various platforms.

Christopher De Rouin is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Commonwealth Financial Network and has prior experience at Morgan Stanley, Decisive Wealth Management, Citizens Securities, Inc., and Kahn, Litwin, Renza & Co., Ltd. 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 both individual and institutional clients. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Garfield Davidson is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2015. Outside of his advisory role, he is involved in managing family rental properties. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Seth Desautel is a financial advisor with AE Wealth Management, LLC based in Warwick, RI. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Merrill Lynch and Merrill Edge from 2016 to 2018 and was involved with Massie DeMarco as a general contractor. He is also active with Massey and Associates, Inc., where he serves as an investment advisor. 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. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Tia Finn is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Eagle Strategies, she worked at Riverview Capital Advisers, LLC and The Colony Group, and has held roles at Liberty Mutual Insurance. She is also a part-time student at Boston University pursuing financial planning. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Melissa Trapp is a financial advisor with Commonwealth Financial Network in Cranston, RI, holding Series 63 and Series 65 licenses and 38 years of industry experience. She has worked at Commonwealth Financial Network since 2000 and previously was associated with Bank of Rhode Island. Her other business activities include fixed insurance sales conducted as an agent under the names BankRI Investment Services or Bank Rhode Island Investment Services. 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 hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.