Claudia Ruoti is a CFP® professional with 22 years of industry experience. She has been with First Command Advisory Services since 2015 and has an extensive background at affiliated First Command entities dating back to 2003. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Sarah Vanderveer Lui is a financial advisor at Savant Wealth Management with 16 years of industry experience. She holds a Series 65 designation and previously worked for Corrigan Financial, Inc. for 21 years before joining Savant Wealth Management in 2025. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Martin Lader is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Advisor Group since 2011 and previously worked at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. He operates a financial planning business under the name Martin Lader Certified Financial Planner. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, leveraging proprietary and third-party platforms to offer a broad range of investment strategies and managed account solutions.

Ryan Donahue is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has recently begun his advisory career in 2025. Prior to joining Benjamin F. Edwards & Company, he worked at UNFI and Centrex Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a large team of advisors. The firm offers a range of services including advisory programs, financial planning, investment management consulting, and brokerage services, utilizing a mix of proprietary strategies and third-party models.

Stacey Tollefson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining her current firm in 2024. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party models through discretionary and non-discretionary managed solutions.

Anne Mccarver is a CFP® professional with 46 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. She previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. In addition to her advisory role, she serves as an arbitrator for NASD dispute resolution. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Beren Anderson is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with firms including Lincoln Financial Advisors and Prudential, and is also the owner and CEO of BSA Wealth Advisors, LLC. PlanMember provides retirement-plan advisory services to employers and participants, using a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education and support services, acting as an ERISA Section 3(38) fiduciary for many plans.

Matthew Turco is a financial advisor with Eagle Strategies (a New York Life company), holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm delivers customized advice through various program types and primarily manages assets on a non-discretionary basis within an integrated structure tied to insurance and annuity products.

Stuart Peterson is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including 12 years with Janney Montgomery Scott. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, and advisory services with a combination of in-house portfolio management and third-party managers.

James Tollefson is a CFP® professional with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2024. His previous roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as co-trustee for family trusts based in Newport, Rhode Island. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, financial planning, retirement consulting, and investment management services that combine proprietary strategies with third-party models.

Sean Maloney is a CFP® professional with 24 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked since 2025. Prior to joining Savant, Maloney held roles at Corrigan Financial, Inc. and KCG/Virtu Americas. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a mix of evidence-based, model-driven asset allocation and actively managed investment strategies, supported by affiliated accounting, legal, and trust services.

Eric Brown is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2024. Previously, he held roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, combining proprietary strategies with third-party model providers.

Katherine Annulli is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has been with the firm since 2026. Prior to joining Benjamin F. Edwards, she worked at Authentic Audience and operates KMA Organizing, a business she founded. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, and corporations. The firm offers various advisory programs and combines proprietary strategies with third-party models, supported by in-house equity and fixed-income research and trading capabilities.

Brendan Solecki is a CFP® affiliated with Savant Wealth Management, with one year of industry experience. He previously worked at Corrigan Financial, Inc. for five years and at Clean Harbors for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies and sub-advised mandates, supported by centralized resources and integrated legal and accounting affiliates.

Andre Khalfayan is a financial advisor at Savant Wealth Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Savant Wealth Management in 2025, he worked at Corrigan Financial, Inc. for 28 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jeffrey Grimes is a CFP® credentialed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant in 2025, he worked at Corrigan Financial, Inc. for six years and CBIZ & MHM for one year. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related implementation services through affiliated accounting, legal, and trust entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by an investment committee and periodic fiduciary reviews.

Branden Findeisen is a financial advisor at SPC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SPC since 2011 and Parkland Securities since 2014. Outside of his advisory role, he serves as co-trustee of two family trusts benefiting minor children and operates as an independent insurance agent focusing on life, health, and fixed index annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Jeremy Martin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Eric Werblow is a financial advisor with RBC Capital Markets in Newport, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously served at City National Bank starting in 2019. Outside of his advisory role, he is a committee member of Newport Havurah, a reform Jewish religious group, where he participates in business committee activities related to charitable donations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory programs that integrate multiple investment managers, rebalancing options, and responsible-investing screens.

Mackenzie Feeney is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2024, Feeney worked at Barnum Financial Group and also held roles outside the financial sector, including positions at Little Rhody Lobster and Seafood and South Kingstown Town Beach. Feeney is also associated with Pioneer Financial Group, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various model portfolios and program options.