Gregory Porcaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 14 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 and rental company. Additionally, he has extensive involvement in real estate development through Dragon Realty, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, and compliance services while offering discretionary portfolio management through its Investment Management and Research team.

Alexander Colon is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at various entities within the Citizens organization since 2017 and previously held positions at Bank of America and Pawtucket Credit Union. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program focused on ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Matthew Casey is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and two years of industry experience. He has been with Citizens Securities and Citizens Bank since 2023 and is also involved with Refocus Inc., where he has been active since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Sydney Robinson is a Series 66-licensed financial advisor with Janney Montgomery Scott in Warwick, RI, holding four years of experience at Janney and a combined total of six years in the industry, including five years at Corrigan Financial Inc. Prior to entering the financial field, Robinson was affiliated with Salve Regina University for four years. 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, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

William Harig is a financial advisor with TIAA-CREF in Providence, RI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Horace Mann Companies and Citizens Securities, Inc., among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time financial planning and ongoing discretionary management through model portfolios and customized solutions.

Abigail Mcdonnell is a financial advisor with AE Wealth Management, LLC in Warwick, RI. She holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining AE Wealth Management in 2018, she worked at Global Financial Private Capital, LLC. She is also involved with Massey and Associates, Inc., where she engages in the sales and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that includes model portfolio solutions, discretionary asset management, and financial planning services.

Anthony Caruso Jr. is a financial advisor with Citizens Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Citizens Securities, he worked at Fidelity Investments and Equitable Advisors. Outside of finance, he has experience in lawn care through AAA Professional Lawn Care. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs, brokerage, and insurance services. The firm offers both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

John Riester is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Citizens Securities, Inc. since 2015. He holds Series 63 and Series 65 licenses and operates out of Johnston, RI. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm provides both a Managed Account program and a digital advisory program featuring ETF-based portfolios supported by proprietary algorithms.

Ryan Donahue is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and has recently begun his career in the industry. Prior to joining Benjamin F. Edwards, he worked at UNFI and Centrex Inc. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and monitoring.

Puneet Singh is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previous work experience at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, Webster Bank, and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program while also operating as a broker-dealer and insurance agency.

John Gulino II is a CFA® charterholder with extensive industry experience, currently serving at TIAA-CREF. He has worked at TIAA since 2021 and was previously employed by State Street Global Advisors for 13 years. Outside of his advisory role, he serves as Treasurer for Sal's Pals Tackle Cancer Tournament, a nonprofit organization dedicated to raising funds for cancer research. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates its point-in-time planning from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated group structure.

Stephen Volpe is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Infinex Investments, Royal Alliance, CUNA Mutual Group, Santander Securities LLC, and Sovereign Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm employs a mix of fundamental and technical analysis and offers both discretionary and predominantly non-discretionary asset management.

Matthew Wilcox is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citizens Securities since 2018, with prior experience at Santander Securities from 2012 to 2018. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm employs a digital advisory program using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Thomas Day is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a 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 brokerage services, financial planning, and multiple advisory programs.

Barbara Rich is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1990. In addition to her advisory role, she provides tax preparation services during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Stacey Tollefson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 24 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including both firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Jonathan Sears is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Aciron Consulting Inc., Bentley University, Tremezzo Ristorante, and Wilmington High School. 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, with its overall activity encompassing both discretionary and non-discretionary business.

Joshua Giuliano is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2009. He is based in Johnston, RI. Outside of his advisory role, Giuliano mentors and coaches students through the PrepareRI Innovation Challenge. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as a Managed Account program.

Darrell Smith is a CFP® and Series 66-registered advisor with Citizens Securities, Inc., where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he is also a Notary Public. 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 operates as a broker-dealer and insurance agency and provides advisory offerings such as a digital advisory program and a Managed Account program.

Patrick Sier is a CFP® with 24 years of industry experience. He is currently with Independent Financial Partners and was previously with SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Outside of his advisory role, he owns an investment management DBA called Advisory Services of New England. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its formal retirement-plan advisory and pension consulting capabilities.