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 Park Avenue Securities, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes positions at Ameriprise Financial Services, Lincoln Financial Advisors, and Securian Financial Services. Outside of his advisory role, he is involved with UpHill Productions, LLC. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Juan Pablo Rios is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Citizens Securities, Inc. since 2019 and previously held positions at Ameriprise Financial Services, Oppenheimer & Co., and J.P. Morgan Securities. Outside of his advisory role, he is involved as an assistant property manager handling minor property repairs. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program focused on ETF-based portfolios, in addition to commission-based brokerage and non-discretionary business, and is wholly owned by Citizens Bank, N.A.

Jeffrey Brown is a financial advisor with Kestra Advisory, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 44 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside his advisory duties, Brown serves as an honorary board member of Jewish Family Service and operates a consulting practice focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients ranging from individual investors to sovereign wealth funds.

Corey Caron is a financial advisor at Citizens Securities, Inc. with prior experience at Conning Asset Management and Hanover Insurance Group. He holds a Series 66 designation and has been in the industry since 2025. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Stephen Singmon is a financial advisor at Citizens Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2016. 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 operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

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 66 and Series 63 licenses and eight years of industry experience. He has been with Citizens Securities and its affiliated entities since 2017, with prior experience at Bank of America and Pawtucket Credit Union. 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 provides a digital advisory program alongside a Managed Account program and operates as a broker-dealer and insurance agency.

Matthew Casey is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2023. Outside of his advisory role, he has been involved with Refocus Inc. since 2015. 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 provides both a digital advisory program and managed accounts, and operates as 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 was involved with AAA Professional Lawn Care for three years. 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 distinctive advisory offerings including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

John Riester is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Johnston, Rhode Island. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm provides both advisory and brokerage services, featuring a digital advisory program alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

Ryan Donahue is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and joined the firm in 2025. Prior to his current role, he worked at UNFI for eight years and Centrex Inc for two years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs and manages portfolios using both proprietary and third-party strategies.

Puneet Singh is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked 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 individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

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 credentials and 33 years of industry experience. His prior roles include positions at Infinex Investments, Royal Alliance, CUNA Mutual Group, Santander Securities, and Sovereign Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Matthew Wilcox is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He worked previously at Santander Securities, LLC, before joining Citizens Securities. 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’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program.