Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Deborah Shuster is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Outside of her advisory role, she serves on the board of a family foundation. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within its approved menu.

Nancy Micheletti is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at Citizens Securities Inc., Merrill, and Bank of America. Micheletti serves as a board member of the URMySunshine Foundation, a nonprofit focused on cancer awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at UBS Financial Services for 11 years. He serves as parish council secretary for St. Basil's Melkite Catholic Church and is chairperson of the Paul G. Farley III Memorial Fund. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with operational capabilities including an affiliated trust company and support for retirement plan and insurance-company work.

Nathan Thomsen is a CFP® with 20 years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Advisors Capital Management, LLC, Tiaa Cref, and Fidelity Investments. He is also registered as an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental and technical analysis, options strategies, and the integration of held-away accounts through advanced technology platforms.

William Swart is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. and in the retail sector at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services, with a focus on multi-asset portfolios that include alternative investments alongside traditional asset classes.

Christopher Zollo is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other financial services firms. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through its network of affiliated offices.

Sandra Cummings is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work experience includes positions at Bank of America, Merrill, and Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Guido Sarcione is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, Metlife Securities, Mariner, and New England Securities. Outside of his advisory work, he is involved in managing multiple real estate rental properties. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Michael Ruggieri is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has been with Commonwealth since 2007 and also owns BackNine Advisors, LLC, a private entity related to the sale of insurance products. Ruggieri spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, and compliance platform.

Ismael Tavares is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior positions include roles at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Kevin Mcgrady is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI. He holds the ChFC® designation and has 29 years of industry experience. Since 2016, he has been affiliated with Integrated Wealth Concepts and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Steven Earle is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Evolution Financial LLC, a business unrelated to investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions tailored to client needs, supported by proprietary programs and third-party platforms.

Kirk Pickell is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2002. Outside of his advisory role, he serves as president of the 100 Club of Rhode Island, a nonprofit supporting families of firefighters and police officers who die in the line of duty. Janney Montgomery Scott is a large dually registered broker-dealer and 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Todd George is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Commonwealth since 2001 and operates Todd M. George Investment & Retirement Services since 2009. Outside of his advisory work, he serves as an executor and power of attorney for family-related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Christine Winslow is a financial advisor with Savant Wealth Management, holding a Series 65 credential and 23 years of industry experience. She previously worked for Corrigan Financial, Inc. for 27 years before joining Savant Wealth Management in 2025. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by its scale and integrated affiliated services in accounting, legal, and trust operations.

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.

Richard Shelton is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Edward Jones, Fidelity Investments, and U.S. Bank. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm manages approximately $49.8 billion through a platform-driven approach that emphasizes discretionary model portfolios and a variety of investment strategies.

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.

James Osullivan Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 51 years of industry experience. He has worked at Commonwealth and James V. O'Sullivan since 2007. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.