Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Bryan Le Beau is a financial advisor with Summit Financial, LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, The Patriot Financial Group, and CETERA Financial Specialists. Outside of finance, he serves as chairman of the Richmond Economic Development Commission and is involved with the Rhode Island Brewers Guild. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Tricia Fiore is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and related entities for seven years and operates Tricia Fiore CPA, LLC, providing tax planning, preparation, bookkeeping, and payroll services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and custodial platforms.

Daniel Carney is a Series 63 registered advisor with Janney Montgomery Scott, bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as Co-General Partner-Advisor and Consultant for the Caribbean Baseball Initiative Partnership, an investment vehicle focused on relocating Minor League Baseball franchises within the Caribbean, and participates on the Finance Committee of the Rhode Island Interscholastic Committee. 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 clientele, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Samuel Kuzu is a financial advisor at Janney Montgomery Scott LLC with one year of industry experience. He holds a Series 66 license and has worked at several firms including UBS Financial Services and Morgan Stanley. He has also served with the Weekapaug Fire District. 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 including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kevin Skaltsis is a CFP® professional with 16 years of experience in the financial industry, currently associated with Foundations Investment Advisors LLC. His career includes roles at Advisors Excel, Advisors' Academy, GWN Securities, and Combined Benefits United. Outside of finance, he teaches professional foosball clinics at tournaments on a limited basis. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Alec Derderian is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Megastar Advisors and Citizens Securities, Inc. In addition to his advisory role, he is involved in insurance sales through Megastar Advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with a turnkey asset management platform and wrap-fee program.

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.

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 (NY Life) and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, including his current role at Eagle Strategies since 2023 and a longstanding tenure at New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm delivers tailored solutions across various program types and manages a significant portion of assets on a non-discretionary basis, with a notable focus on institutional and retirement plan clients.

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.

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.

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.

Steven Rossi is a financial advisor with UBS Financial Services in North Kingstown, RI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fee-based financial planning and portfolio management with extensive capital markets capabilities. The firm integrates proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerance.

Michael Jilling is a financial advisor with LPL Financial in Wakefield, Rhode Island. He holds a Series 66 designation and has 25 years of industry experience, having previously worked at Citizens Securities, Merrill, and Morgan Stanley. He also serves as a notary in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Robert Mason is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Mason is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Oflaherty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Bank of America, Merrill, Banc of America Investment Services, and Quick & Reilly. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Brian Murphy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining LPL Financial in 2020, he worked as a self-employed trader for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Griffin Schroeter is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at Fidelity Investments and Mile Marker Financial Advocates. Outside of advising, he is a self-published music artist based in Coventry, Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with tools such as machine learning and third-party subadvisors.

Erik Wilcox is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Securities, Inc, Morgan Stanley, and Edward Jones. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.