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.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Fidelity Investments, Santander Bank, Morgan Stanley, and Merrill. Citizens Securities serves individual and high-net-worth investors along with individual retirement plans, offering both advisory and brokerage services. The firm provides a range of investment programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Sean Trottier is an advisor with Guardian Life and holds the Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Florida Financial Advisors DBA New England Financial Advisors. Outside of his advisory work, he has been involved in fixed insurance sales through a related business. His firm, Park Avenue Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

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 Tikoian is a financial advisor with Integrated Wealth Concepts LLC in Providence, RI, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Marcum LLP since 2022 and LPL Financial from 2017 to 2023, along with over four decades at Piccerelli, Gilstein & Co, LLP. Outside of advising, he teaches at Providence College and serves on the board of Greenwood Credit Union. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing primarily long-term strategies with portfolios built from mutual funds, ETFs, equities, and fixed income.

Kirsten Bagaglia is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2018, following roles at Citizens Securities Inc. and Citizens Bank. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

William Vanech is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, combining strategic and tactical asset allocation with various investment strategies and financial planning.

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.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to his current role at VOYA, he worked at Remedy 180 and other Voya affiliates. Outside of advising, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice.

Sean Reilly is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Gather Wealth Management, and has held positions at Morgan Stanley and Morgan Stanley Private Bank. His other business activities include fixed insurance sales conducted at his branch location. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Anthony Mc Gill is a financial advisor with Empower Advisory Group in Providence, RI, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his advisory role, he worked three years at Duffys Sports Bar and Grill and has been involved with the United States Soccer Federation since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

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.

Lori Corriveau is a financial advisor with TIAA-CREF in Providence, RI, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and was the owner of Little Dipper Farm, a family-owned seasonal farm that hosted events and operated a market selling fresh produce. Corriveau also serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF’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 with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and offers a range of portfolio options, including model and customized portfolios managed under fiduciary standards.

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.