Daniel Samson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA Individual & Institutional Services, LLC since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm operates within a vertically integrated group and applies a fiduciary standard to its advisory services.

Bradford Meigs is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and over 50 years of industry experience. He has been with New York Life Insurance Company and its affiliate Nylife Securities Inc. since 1974. Outside of his advisory role, he is a passive investor in waste management ventures through Trailcreek Organics Partners LLC and Trailcreek Environmental Holdings LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis.

Clifford Usher is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and the United States Postal Service. Usher also serves in the US Navy Reserve. 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, with advisory offerings that include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Nicholas Decelles is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. He has one year of industry experience and has worked at TD Bank since 2023. His background includes roles outside finance, such as positions at Bryant University and the Wide World of Indoor Sports. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments managed by affiliated and third-party sub-managers.

Leanda Hodgkin is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Citizens Securities and Citizens Bank since 2012. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program in partnership with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

David Loughlin is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TD Bank N.A. Loughlin has been with Citizens Securities and affiliated entities since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios and manages both discretionary and non-discretionary accounts.

Megan St.Amant is a financial advisor with Citizens Securities, Inc. in Johnston, Rhode Island. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Guy Tomase is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Fraga Wealth Management Group. His prior roles include positions at Holmes Investment Management, Inc., Fieldstone Financial Management Group, and Oak Leaf Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a broad suite of advisory programs and operational support, enabling affiliated advisors to offer customized portfolio management and wealth planning solutions.

Rodney Kornegay is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been associated with Eagle Strategies since 2020 and operates Kornegay Kapital Group, LLC, through which he provides financial and insurance services. Outside of his advisory work, Kornegay serves on the boards of the Rotary Club of Bridgewaters, the Camala Foundation, and the Fuller Craft Museum. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate network.

Kyle Wood is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2014 to 2018. Outside of his advisory role, he serves as head coach and assistant football coordinator for Dighton-Rehoboth Jr Football. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Silvi Sinoimeri is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Santander Securities, LLC, Santander Bank, NA, and Citizens Bank. 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 offerings include a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.

Michael Leone is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Citizens Securities since 2007. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating also as a broker-dealer and insurance agency.

Fredrick Buker is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Arbella Insurance, and The Kraft Group. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Theodore Schaaf is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citizens Securities since 2017, following a four-year tenure at UBS Financial Services. 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’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside commission-based brokerage and non-discretionary services.

David McGuire is a financial advisor with Eagle Strategies (NY Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. McGuire is also the owner of McGuire and Wright Financial Group LLC and serves as a board member coaching young girls in youth softball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Hartigan is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Citizens Securities and Citizens Bank since 2016, including a brief tenure at Raymond James & Associates. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Sean Obrien is a ChFC®-designated financial advisor with 38 years of industry experience. He currently works at Citizens Securities, Inc. and has previously been affiliated with LPL Financial, Webster Bank, Horace Mann Companies, Mass Mutual Investors Services, and MetLife Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and proprietary algorithms, as well as a Managed Account program.

Peter Mureddu is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure utilizing affiliated funds.

Michael O'Leary is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes positions at Infinex Investments, BayCoast Bank, Oppenheimer, Roosevelt & Cross, and Quick & Reilly. He also serves as a Business Development Officer at BayCoast Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.

Robin Urciouli is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, Robin worked at Bickling Financial for four years and Beacon Financial Planning, Inc. for nine years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party investment options alongside proprietary research and tailored portfolio construction.