Ricardo Vargas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Regions Bank, Rocket Mortgage, and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Walter Cooper is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, following a 19-year tenure at UBS Financial Services. He also serves as co-trustee for the Janet Cooper Trust, managing tax and investment duties for the trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting.

David Collins is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following five years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Javier Bento is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and BankFive. He also has experience in financial planning and insurance services through his role at Financial Planning Alternatives. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm delivers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Kara Tavernier is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Eagle Strategies since 2020 and has also worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. In addition to her advisory role, she serves as a board member for the Boys and Girls Club of East Providence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

David Vanech is a financial advisor with Oppenheimer in Providence, RI, holding a Series 66 designation and 19 years of industry experience. He has worked at Oppenheimer since 2010, with prior experience at Morgan Stanley from 2007 to 2010. Vanech serves on the board of Branch LLC, a strategic advisory firm specializing in brand marketing and cultural leadership strategies. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Jedediah Koenigsberg is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and four years of industry experience. He has worked at TIAA since 2019 and previously spent twelve years at MFS Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model offering both one-time financial planning and ongoing portfolio management through model and customized portfolios.

Kristen Vine is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 13 years of industry experience and also operates Vine Financial, LLC, through which she sells New York Life products and brokers non-registered insurance products. Kristen has been active with New York Life and its affiliated entities since 2011. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Mcmahon Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendation-based relationships.

Jonathan Beaupre is a financial advisor at Bankers Life Advisory Services, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 registrations and has worked with Bankers Life and its affiliates since 2012 in various capacities, including insurance agent and unit field trainer. Outside of his advisory role, he recruits and trains insurance agents focusing on Medicare, life insurance, long-term care insurance, and annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Addison Wheeler is a financial advisor at Empower Advisory Group with a Series 66 designation and five years of industry experience. Prior to joining Empower, he worked at Fidelity Investments and held various roles in the car wash industry and other businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Koby Gartner is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Guardian Life Insurance Company, Park Avenue Securities, and OSAIC. Outside of his advisory work, he is a 20% owner and film producer at Up-Hill Productions, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary advisory solutions.

Marsha Donovan is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott and its affiliated entities since 2009. Janney Montgomery Scott LLC is a large 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 and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

Lawrence Flynn is a financial advisor with Oppenheimer in Providence, RI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2007 and previously spent six years with Citigroup Global Markets. Flynn serves on the Board of Directors for Day One, a charitable organization supporting abused children, and participates in the investment committee for the Providence Public Library. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary advisory arrangements.

Michael Cortazzo is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is currently affiliated with SPG Life & Annuity and Simplicity Investments. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Bryan Pickell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, he worked for six years at Providence Investment Management. He serves on the board of the 100 Club of Rhode Island, a charity supporting first responders, and is president of the Providence Jewelry Museum, a nonprofit focused on the history of jewelry manufacturing in Rhode Island. 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 and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house portfolio management and third-party managers across multiple programs.

Christopher Medeiros is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts and LPL Financial in 2026, he worked at Ameriprise Financial Services, OneAmerica Securities, and American United Life. Before his financial services career, he spent ten years with the Massachusetts Department of Corrections. 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 investment approach alongside shorter-term adjustments for rebalancing and cash needs.

Le Eric Daye is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with TIAA-CREF since 2007, including prior experience at Beacon Pointe Advisors and its insurance services division. Outside of his advisory role, he is involved with Rodman for Kids. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group utilizing affiliated funds.

David Weinberg is a financial advisor with Guardian Life in Riverside, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Park Avenue Securities, Ameriprise Financial Services, and SagePoint Financial, among others. Weinberg is also involved with UpHill Productions, LLC, a non-investment business activity. He works with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a variety of investment advisory programs.

Jeffrey Brown is a financial advisor with Kestra Advisory, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside his advisory duties, Brown serves as an honorary board member of Jewish Family Service and operates a consulting practice focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients ranging from individual investors to sovereign wealth funds.