Jordan Huntoon is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and no prior industry experience. He is also a partner and shareholder at Huntoon CPA, LLC, a CPA firm where he dedicates significant time. His professional background includes roles at Charland, Marciano & Co, CPAs, LLP, and Bryant University. 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, and family office services, employing customized portfolios with a long-term approach and a variety of model and wrap-fee options.

David Matarese is a financial advisor with Janney Montgomery Scott, holding CFP® and PFS™ designations along with Series 66 and Series 63 licenses. He has 18 years of industry experience, including 18 years at Corrigan Financial, Inc. before joining Janney Montgomery Scott in 2022. 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and managed accounts.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Morgan Stanley, Merrill, and Santander 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 alongside brokerage and insurance services, including a digital advisory platform and managed accounts.

Jeffrey Grimes is a CFP® credentialed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant in 2025, he worked at Corrigan Financial, Inc. for six years and CBIZ & MHM for one year. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related implementation services through affiliated accounting, legal, and trust entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by an investment committee and periodic fiduciary reviews.

Jeffrey Massey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at AE Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has maintained Massey & Associates, Inc. since 1995, where he also acts as president overseeing insurance sales. In addition to his advisory work, Massey is an author involved in book sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes 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.

Katelyn Woodall is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations. Woodall has been affiliated with Bankers Life and Casualty, Inc. since 2013 as an agent, where she is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Jean Desrosiers is a financial advisor at Eagle Strategies affiliated with New York Life, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including long-term service with New York Life Insurance Company since 2001 and prior roles at Williams Estate and Financial Group, Inc. His outside business activities include brokering non-registered insurance products with various carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis within an integrated New York Life structure.

Richard Digennaro is a financial advisor with Integrated Wealth Concepts LLC in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and is also a principal at DiGennaro & Palumbo, LLP, a CPA affiliate where he has worked since 1999. 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, and family office services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Brad Freitas is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with Bankers Life entities since 2005, including roles at Bankers Life Advisory and Bankers Life Securities. Outside of advisory services, he serves as a unit supervisor and insurance agent for Bankers Life & Casualty, overseeing training and management of agents. He is also a shareholder in StartEngine Crowdfunding, Inc. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations, with ongoing portfolio management aligned to clients’ goals and risk tolerances.

Michael Muto is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, MetLife Securities Inc., and New England Securities. Muto is also involved with Muto, Vollucci & Co, Ltd. 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, and family office services, employing a primarily long-term, customized investment approach across mutual funds, ETFs, equities, and fixed income.

Crystal Dubowski is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, she worked at Citizens Securities Inc. and Fidelity Investments, and has experience in healthcare roles at South County Hospital and Newport Hospital. 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, consulting, and various advisory programs.

Joseph Hassett is a financial advisor with Janney Montgomery Scott in Warwick, RI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a radio commentator for college basketball, is a board member of the Rhode Island Sports Council, and participates on the committee for the Cox Rhode Island Sports Award. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kayla Santos is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with MassMutual and its affiliated entities since 2016. Outside of advisory services, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring ongoing planning engagements as collaborative annual relationships using firm-approved analytical tools.

Mark England is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies and New York Life Insurance Company. Additionally, he is involved in outside insurance sales focusing on life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

George Hadfield IV is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with personalized recommendation reports and ongoing advice.

Gregory Beaulieu is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He worked at Jhfn Sii for six years before joining OSAIC in 2018. Beaulieu is also the owner of a sole proprietorship involved in insurance sales. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services using a model-based investment process focused on asset allocation and portfolio optimization, supported by various program options and third-party managers.

Alfonso Cumplido is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at OSAIC since 2018 and previously at Jhfn Sii for eight years. Cumplido serves as a volunteer member of the Rhode Island State Investment Commission and is an incoming vice president of CFA Society Providence, where he leads financial literacy efforts. He also holds board positions with Millennial Rhode Island and owns AMP Consulting Group. OSAIC Wealth serves a wide range of individual and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party managers, supporting discretionary strategies and customized client solutions.

Jeremy Martin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Eric Werblow is a financial advisor with RBC Capital Markets in Newport, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously served at City National Bank starting in 2019. Outside of his advisory role, he is a committee member of Newport Havurah, a reform Jewish religious group, where he participates in business committee activities related to charitable donations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory programs that integrate multiple investment managers, rebalancing options, and responsible-investing screens.

Mackenzie Feeney is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2024, Feeney worked at Barnum Financial Group and also held roles outside the financial sector, including positions at Little Rhody Lobster and Seafood and South Kingstown Town Beach. Feeney is also associated with Pioneer Financial Group, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various model portfolios and program options.