Jennifer Burgio is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She has been with Janney Montgomery Scott since 1994 and currently works in the Warwick, Rhode Island office. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, corporate retirement plans, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, and advisory programs.

Brandon Aglietti is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Ameriprise and was employed at Wind Watch Golf and Country Club for four years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to provide tailored portfolio management and investment consulting.

Brendan Flaherty is a CFP® with 22 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, he worked at Merrill and Bank of America. He serves as an adjunct professor at Bryant University, teaching investment theory and managing the Certified Financial Planning program there. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Susan Beard is a financial advisor with Janney Montgomery Scott and holds the Series 63 and Series 66 designations. She has 32 years of industry experience, including 11 years at Merrill and 9 years at Janney Montgomery Scott. 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 wide range of clients—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—offering brokerage, financial planning, consulting, and various advisory programs.

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Melissa Trapp is a financial advisor with Commonwealth Financial Network in Cranston, RI, holding Series 63 and Series 65 licenses and 38 years of industry experience. She has worked at Commonwealth Financial Network since 2000 and previously was associated with Bank of Rhode Island. Her other business activities include fixed insurance sales conducted as an agent under the names BankRI Investment Services or Bank Rhode Island Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Parsons is a CFP® professional with 15 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2025, following a 14-year tenure at Corrigan Financial Inc. Parsons holds Series 63 and Series 65 licenses. 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 evidence-based, model-driven asset allocation with actively managed strategies and supports a broad range of related implementation services through affiliated entities.

Matthew Hassett is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Bradley Whelan is a financial advisor with Empower Advisory Group in Barrington, RI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at GWFS Equities, Principal Securities Inc., and Principal Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a high client-to-advisor ratio.

Mark Karnes is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and over 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has operated a CPA practice since 1984. Outside of finance, he owns a business called Atwood Ave Donuts, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach combined with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Grant Brown is a CFP® with eight years of industry experience, currently serving as an Investment Advisor at Kestra Advisory Services, LLC. He has prior experience as Vice President at Compensation Planning Inc., where he focused on ERISA compliance and retirement plan consulting. Brown also holds a board position with the Estate Planning Council of Rhode Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Rosa Jardim is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios that combine internal management with third-party asset managers.

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.

Stephen Brown is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Voya Financial Partners, LLC and WRIGHT INVESTORS SERVICE INC. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Daniel Wallentin is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill. Before entering the financial sector, Wallentin spent several years in the restaurant industry. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services.

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.

Michael O'Leary is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes positions at Infinex Investments, BayCoast Bank, Oppenheimer, Roosevelt & Cross, and Quick & Reilly. He also serves as a Business Development Officer at BayCoast Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.