Andrew Parsons is a CFP® professional with 14 years of industry experience. He is currently with Savant Wealth Management and previously worked at Corrigan Financial Inc. for 14 years. Parsons holds Series 63 and Series 65 licenses. Savant Wealth Management serves a diverse client base including 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 actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Carrie Mcnair is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her background includes nearly a decade at Valic Financial Advisors and prior roles at Agia and MSI Financial Services. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Daniel Corrigan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He was the principal of Corrigan Financial, Inc. for 36 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and benefits from integrated legal, accounting, and trust service affiliates.

Daniel Corrigan is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He previously operated Corrigan Financial Inc. for 10 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, financial planning, and family office services. The firm's investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

William Nolan is a CFP® professional with 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been associated with related First Command entities since 2013. 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Giovanna Izzo is a financial advisor at Savant Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Corrigan Financial, Inc. for 22 years. 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 services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. Her previous roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She serves as a board member and treasurer of the Upper Arlington Ice Hockey Association and is involved with Ohio State University’s Nisonger Center as an instructor and certified trainer for developmental disabilities programs. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Ralph Salvatore is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 18 years at Corrigan Financial, Inc. 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 family office services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Javier Bento is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and BankFive. He also has experience in financial planning and insurance services through his role at Financial Planning Alternatives. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm delivers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Maxwell Khalfayan is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. His prior experience includes roles at Corrigan Financial, Inc. and Ernst & Young. 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, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

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 with Savant Wealth Management in Middletown, RI. She holds a Series 65 designation and has 15 years of industry experience, including 21 years at Corrigan Financial, Inc. prior to 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, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ryan Donahue is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and joined the firm in 2025. Prior to his current role, he worked at UNFI for eight years and Centrex Inc for two years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs and manages portfolios using both proprietary and third-party strategies.

Stacey Tollefson is a Series 66–licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, accumulating over two decades of experience before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of strategies managed internally and by third parties.

Anne Mccarver is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she serves as an arbitrator for NASD Dispute Resolution. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

Beren Anderson is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with PlanMember Securities Corporation and is the owner and CEO of BSA Wealth Advisors, LLC, an investment and insurance services firm. His prior experience includes roles at Lincoln Financial Advisors and Prudential. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Matthew Turco is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2023 and has worked at New York Life Insurance Company since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers tailored advisory solutions through multiple program types and operates predominantly on a non-discretionary asset management model within the New York Life affiliate structure.