David Brower is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2018. He previously worked at Independent Financial Partners and has also been affiliated with LPL Financial since 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Julio Murga is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Andrew Macleod is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera Financial Specialists LLC and Voya Financial Advisors. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on ETF portfolios and a Managed Account program, operating alongside its broker-dealer and insurance functions.

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.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Clifford Usher is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and the United States Postal Service. He also serves in the US Navy Reserve. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency, with a focus on ETF-based portfolios tailored through proprietary risk-assessment algorithms.

Daniel Corrigan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He was the principal of Corrigan Financial, Inc. for 36 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and benefits from integrated legal, accounting, and trust service affiliates.

Kim George is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. She also maintains a role at Derouin Investment & Retirement Services. Her activities include serving as power of attorney for a family member and conducting fixed insurance business under the DBA Decisive Wealth Management. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and multiple program structures, enabling advisors to construct client portfolios using diverse securities and insurance products.

Leanda Hodgkin is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Citizens Securities since 2018, following six years at 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, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, and it also operates as a broker-dealer and insurance agency.

David Loughlin is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior work includes positions at TD Bank, N.A. and Citizens Bank, N.A. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, supporting both discretionary and non-discretionary business activities.

Megan St.Amant is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. 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 provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Daniel Corrigan is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He previously operated Corrigan Financial Inc. for 10 years before joining Savant Wealth Management in 2025. 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 family office services. The firm's investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Stephen Brown is a financial advisor at VOYA Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA Financial Advisors since 2014. The firm provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. VOYA delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs alongside an active broker-dealer distribution model and a broad affiliate network.

Daniel Wallentin is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, with prior experience at Merrill and in the restaurant industry. 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, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

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 a head coach and assistant football coordinator for the Dighton-Rehoboth Jr Football organization. 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, while also operating as 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 credentials and nine years of industry experience. Prior to joining Citizens Securities in 2026, Silvi worked at Santander Securities, LLC, Santander Bank, NA, and Citizens Bank in various roles dating back to 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 offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Michael Leone is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 34 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 investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Theodore Schaaf is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2017, following a four-year tenure at UBS Financial Services Inc. 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 SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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 at Citizens Securities and Citizens Bank, as well as Raymond James & Associates. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform partnered with SigFig.

Sean Obrien is a financial advisor at Citizens Securities, Inc. with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Webster Bank, Horace Mann Companies, Mass Mutual Investors Services, and MetLife Securities. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.