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.

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.

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.

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.

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.

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.

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 CFP® professional with 28 years of industry experience. She has been with Janney Montgomery Scott since 1994 and currently serves as a financial advisor at their Warwick, RI office. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Richard Shelton is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Edward Jones, Fidelity Investments, U.S. Bank, and Citizens Bank. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm primarily uses discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches across a range of 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.

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.

Christopher De Rouin is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Commonwealth Financial Network and has prior experience at Morgan Stanley, Decisive Wealth Management, Citizens Securities, Inc., and Kahn, Litwin, Renza & Co., Ltd. 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 both individual and institutional clients. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.