Martin Bodner is a financial advisor with Integrated Wealth Concepts LLC in Lincoln, Rhode Island, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes over three decades at Coburn & Meredith, Inc. before joining Integrated Wealth Concepts and LPL Financial in 2021. 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, emphasizing customized portfolios and a long-term investment approach combined with operational practices including AI guidelines and cryptocurrency advisory frameworks.

James Pati is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 65 registrations and having seven years of industry experience. His career includes roles at Merrill, Wealth Max Financial Group, and New York Life among others. He is also an insurance agent affiliated with Wealth Max Financial Group. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment advice through a large network of affiliated offices.

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 at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014, previously working at Voya Financial Partners, LLC for 11 years. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies with technology-enabled tools to support client investment decisions.

Jonathan Beaupre is a financial advisor at Bankers Life Advisory Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various entities within the Bankers Life group since 2012. Outside of advisory work, he serves as a Unit Field Trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis methods to tailor portfolios aligned with clients’ goals, risk tolerances, and time horizons.

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.

Kari Rai is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Eagle Strategies, Rai worked at NYLIFE Securities LLC and New York Life Insurance Company. Rai is a silent partner in LCCI Global Qualifications Pvt Ltd, a training and certification organization focused on the Nepalese economy. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

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 advising at Janney Montgomery Scott. He previously worked at Providence Investment Management and has been with Janney in various capacities since 2018. Bryan serves as a board member of the 100 Club of Rhode Island and is president of the Providence Jewelry Museum, a nonprofit focused on the history of jewelry manufacturing in Rhode Island. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

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.

Harry Romain is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1993. 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 range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering operational, compliance, and practice-management resources to affiliated advisors.

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 and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including roles at Ameriprise Financial Services, OSAIC, and SagePoint Financial. Outside of his advisory work, he is involved with UpHill Productions, LLC. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

David Martin is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining the financial services industry, he worked at Jordan's Furniture for 27 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Jeffrey Brown is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. His career includes roles at Kestra Advisory since 2016 and Compensation Planning, Inc. since 1999. Brown serves as an honorary board member of Jewish Family Service and operates a consulting business focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions, serving a range of clients from individual investors to sovereign wealth funds.

Cheryl Guinan is a financial advisor with Integrated Wealth Concepts LLC, holding over 30 years of experience as a partner at Guinan & Associates, CPA. She joined Integrated Wealth Concepts in 2025 and has been practicing as an investment adviser representative since then. Guinan maintains her CPA firm, Guinan & Associates, where she has worked since 1995. 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 consulting services, employing customized portfolios with a long-term approach and utilizing a combination of mutual funds, ETFs, equities, and fixed income.

Gregory Porcaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He is also president and sole owner of Otrando, Porcaro & Associates, Ltd, a CPA and accounting firm, and leads Caprice Realty, Inc., a real estate management company. Additionally, he is involved with Dragon Realty, LLC, a real estate development firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.