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.

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.

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.

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.

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 financial advisor at PlanMember Securities Corporation with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lincoln Financial Advisors and Prudential Insurance Company of America. Anderson is also the owner and CEO of BSA Wealth Advisors, LLC, an investment-related firm offering securities and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers 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.

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 at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-trustee for family trusts. Benjamin F. Edwards & Company is a full-service SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody, execution, and advisory services through a large network of advisors.

Wendy Johnson is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 15 years before joining Janney. Johnson is also a Rhode Island Notary Public. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Thomas Hall is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He previously worked at Fidelity Investments and has held roles outside finance, including at Shelter Harbor Golf Club and Hall Law & Associates. He is also involved with David Hall LLC as a caretaker. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

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.

Stephen Mansi is a Certified Financial Planner (CFP®) with six years of industry experience. He is affiliated with AE Wealth Management, LLC and Massey & Associates, Inc., where he provides financial advising and insurance services. Prior to his current roles, Mansi worked at Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operated the Mansi Insurance Agency. AE Wealth Management, LLC offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Eric Brown is a CFP® with 37 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. 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 management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has experience working in organizational and audience engagement roles prior to joining the firm. Outside of her advisory role, she has been involved with her own organizing business since 2015. Benjamin F. Edwards & Company serves a broad 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 consulting, utilizing a variety of managed strategies and maintaining an internal trading desk to support its advisory services.