Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2019, following four years at Piper Jaffray & Co. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and financial services supported by equity research and investment committees.

Nicholas Loring is a CFP® professional with 15 years of experience in financial advising. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Legatus Wealth, Loring Advisory Group, Commonwealth Financial Network, and Merrill. He is co-owner of Loring Financial Planning & Investments, a private entity engaged in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines a model-driven investment process with fundamental security analysis and integrates planning and investment to optimize tax efficiency and minimize duplicate holdings across accounts.

Thomas Fay is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019, following seven years at BNY Mellon and a prior role at Columbia Management Advisors, Inc. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, research-driven investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

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.

Faris Dalou is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His background includes roles at WealthPlan Advisor Group, Green House, and Emmanuel College Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across a range of risk profiles.

Christopher Torres is a financial advisor with Integrated Wealth Concepts LLC in North Attleboro, MA, holding Series 63 and Series 65 licenses with three years of industry experience. He is also a partner at Taylor & Company PC, a CPA practice, where he has worked since 2015. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

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. His career background also includes roles outside the financial sector at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with a proprietary Bank Deposit Sweep Program.

Sandra Cummings is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work experience includes positions at Bank of America, Merrill, and Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

John Alessi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Citizens Securities since 2009 and previously worked at Lincoln Financial Distributors and Putnam Investment Management. Outside of his advisory role, he is involved in the maintenance of a two-family rental property. 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 utilizing proprietary algorithms and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with one year of industry experience. Prior to joining Citizens Securities, he worked at Citizens Financial Group for two years and has experience managing Family Nails Spa LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services with a mix of digital and managed account programs.

Guido Sarcione is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, Metlife Securities, Mariner, and New England Securities. Outside of his advisory work, he is involved in managing multiple real estate rental properties. 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, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Ismael Tavares is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Santander Securities LLC and Santander Bank NA. His current roles include positions at Infinex Investments, Inc. and Bank Five. 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 provides customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Matthew Buckley is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities in various capacities since 2020, following five years at Citizens Bank. 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, such as a digital advisory program managed with SigFig and a Managed Account program, alongside brokerage and insurance services.

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 at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Evolution Financial LLC, a business unrelated to investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions tailored to client needs, supported by proprietary programs and third-party platforms.

Kirk Pickell is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2002. Outside of his advisory role, he serves as president of the 100 Club of Rhode Island, a nonprofit supporting families of firefighters and police officers who die in the line of duty. Janney Montgomery Scott is a large dually registered broker-dealer and 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the 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, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios as well as a Managed Account program.

Daniel Norton is a financial advisor with Citizens Securities, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory work, he serves as the women’s ice hockey coach at Bridgewater State University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts and operates as a broker-dealer and insurance agency.

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.