Bryan Pickell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, he worked for six years at Providence Investment Management. He serves on the board of the 100 Club of Rhode Island, a charity supporting first responders, and is president of the Providence Jewelry Museum, a nonprofit focused on the history of jewelry manufacturing in Rhode Island. 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 a diverse client base and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house portfolio management and third-party managers across multiple programs.

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 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 financial advisor with Citizens Securities, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Citizens Securities in 2019, he worked at Ameriprise Financial Services, Oppenheimer & Co., and J.P. Morgan Securities. Outside of his advisory role, he is involved as an assistant property manager. 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 a digital advisory platform and managed account programs, 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 a Series 66 designation and five years of prior experience at Conning Asset Management and Hanover Insurance Group. He joined Citizens Securities in 2025 and is based in West Hartford, CT. 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 approach includes a digital advisory program and a Managed Account program, supporting both discretionary and non-discretionary investment activities.

Stephen Singmon is a financial advisor at Citizens Securities, Inc. in Brighton, MA, 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 alongside brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, as well as a Managed Account program.

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.

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.

Jeffrey Little is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining PNC Wealth Management, he worked at LPL Enterprise, Citizens Securities, and Citizens Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs. The firm’s approach involves third-party delegates for portfolio management and includes proprietary cash-sweep and revenue-sharing arrangements.

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.