Bryan Pickell is a CFP®-certified financial advisor at Janney Montgomery Scott with 12 years of industry experience. He previously worked at Providence Investment Management for six years before joining Janney, where he has been 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 local jewelry manufacturing. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory 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 holds Series 63 and Series 65 licenses. He has 30 years of industry experience, having worked at firms including Ameriprise Financial Services and SagePoint Financial. Outside of his advisory role, he is involved with UpHill Productions, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

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 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.

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 worked at Citizens Securities since 2016, following a decade at Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides advisory solutions such as a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

Alexander Colon is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and its affiliates since 2017. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

John Riester is a CFP® professional with 13 years of industry experience, currently advising at Citizens Securities, Inc. in Johnston, RI. He has been with Citizens Securities since 2015. 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 both a digital advisory program and a Managed Account program, with operations as a broker-dealer and insurance agency.

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 LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. 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 provides both a digital advisory program utilizing proprietary algorithms and a Managed Account program, and operates as a broker-dealer and insurance agency.

Berto Cabral is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and previously worked with New York Life and Quinn Wealth Strategies. He is also owner of Cabral Financial Group, LLC, which sells insurance products and brokers non-registered insurance offerings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Little is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at LPL Enterprise, Citizens Securities, Quick & Reilly, and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies with annual rebalancing.

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. He holds Series 63 and Series 65 licenses and has 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 retirement plans, trusts, estates, and corporate clients through a 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 assets under management.