Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Kara Tavernier is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Eagle Strategies since 2020 and has also worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. In addition to her advisory role, she serves as a board member for the Boys and Girls Club of East Providence. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Peter Fredericksen is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of Canton since 2008 and infinex Investments, Inc. since 2007. Outside of his advisory role, he is involved in estate planning through BOC - Life Solutions, focusing on sales of estate plans and related trusts. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Joanna Khan is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and Citizens Bank in various roles since 2010. She 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 investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Katerina Lubonja is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Bluestone Wealth and Trust, and MCB Financial Services at Mansfield Bank. She serves as a volunteer board member for Space2Thrive, a nonprofit organization, beginning in December 2024. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory network employs a combination of fundamental and technical analysis and manages predominantly non-discretionary assets.

Michael Taylor is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. He also has over a decade of experience with Taylor & Company, PC. Outside of advising, Taylor is the owner of Frosh Properties LLC, a non-investment-related rental property business. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term approach and utilizing both internal management and third-party asset managers.

Martin Bodner is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously spent 31 years at Coburn & Meredith, Inc. and has been with Integrated Wealth Concepts and LPL Financial since 2021. 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 family office services, with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income, employing primarily long-term strategies alongside rebalancing trades.

Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.

Christopher Stuart is a financial advisor with Allworth Financial, L.P., holding the CFA® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including roles at Shorepoint Capital Partners and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers customized portfolio management and financial planning services using a variety of model strategies and third-party sub-advisers, and it maintains specialized business divisions such as an Airline division and affiliated tax and brokerage practices.

Christopher Valley is a CFA® charterholder with four years of industry experience. He currently works at Citizens Securities, Inc. and Citizens Bank, having previously held roles at KeyBanc Capital Markets Inc., AssetMark, Inc., and Deloitte Consulting, LLP. 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 a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider to affiliated advisors.

Jason Friday is a CFP® professional at Citizens Securities, Inc. in Westwood, MA, with 31 years of industry experience. He has worked at Citizens Securities since 2017 and previously spent two years at Sii. 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 provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Steven Kuk is a financial advisor with Citizens Securities, Inc. holding Series 65 and Series 63 licenses and 24 years of industry experience. He has been with Citizens Securities since 2016 and has also worked at Citizens Bank. Outside of finance, Kuk is actively involved in soccer coaching, serving as a private goalkeeper coach, a coach for WWIS Soccer/Mach 1, and the head soccer coach at Burrillville High School. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs along with brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jonathan Caplan is a financial advisor with Commonwealth Financial Network in Canton, MA, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience and has worked at several firms including Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Citizens Securities, Inc. He is currently associated with Caplan Wealth Partners and Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and comprehensive back-office services.

Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Brian Falconer is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, SagePoint Financial, and Securian Advisors of New England. Falconer serves as a board member of the National Association of Insurance and Financial Advisors Rhode Island chapter. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.