Richard Ranone is a CFP® with 39 years of experience in the financial industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2016. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Jose Matatos is a financial advisor with Commonwealth Financial Network in Westport, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Advanced Financial Group, Transamerica Life Co, and Financial Planning Alternatives throughout his career. Outside of advisory work, he is the owner and president of a tavern and grill as well as a used auto sales and repair business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and customizable program offerings.

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 at Janney Montgomery Scott with 18 years of industry experience. He holds the CFP® and PFS™ designations along with Series 66 and Series 63 licenses. Prior to joining Janney Montgomery Scott, he worked at Corrigan Financial, Inc. for 18 years. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and advisory programs.

Eric Paradis is a financial advisor at Capital Analysts with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment and Massachusetts Financial Group. Outside of finance, Paradis is involved in the performing arts sector, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture in New Bedford. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions guided by an in-house research team that uses proprietary tools and provides access to third-party managers.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Fidelity Investments, Santander Bank, Morgan Stanley, and Merrill. 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’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating within a larger enterprise owned by Citizens Bank.

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 with Eagle Strategies (NY Life) based in Fall River, MA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Eagle Strategies, he worked at Williams Estate And Financial Group, Inc. and has been affiliated with New York Life Insurance Company for 25 years. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its relationships with plan sponsors.

Richard Digennaro is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously spent three years with Lincoln Financial Advisors. In addition to his advisory role, he is a partner at DiGennaro & Palumbo LLP, a CPA affiliate program. Integrated Wealth Concepts LLC 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, and family office services, constructing customized portfolios primarily using mutual funds, ETFs, individual 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 Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

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 27 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1998 and continues at Ameriprise since 2020. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling tools with a centralized consulting team to provide non-discretionary advice, focusing on assets managed within Ameriprise accounts.

Gregory Beaulieu is a financial advisor with OSAIC in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He previously worked at Jhfn Sii from 2012 to 2018 and has been with Royal Alliance Associates, INC. since 2018. In addition to his advisory role, he owns an insurance sales sole proprietorship. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes advanced portfolio construction tools and supports multiple platform programs, including transitions from prior mergers and third-party managed-account solutions.

Alfonso Cumplido is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Jhfn Sii for eight years. Cumplido serves as an incoming vice president and board member of the CFA Society Providence, where he leads financial literacy efforts, and he is also a board member of Millennial Rhode Island, a local networking group for young professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services through a large network of advisers and employs various asset-allocation tools and third-party platforms to customize portfolio management.