Christine Testoni is a financial advisor with Citizens Securities, Inc. in Cranston, RI, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citizens Securities and Citizens Bank in various roles since 2018. Outside of her advisory work, she is involved in event service as a bridal attendant and server for Russell Morins Catering. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform, managed in partnership with SigFig, and a Managed Account program, while operating as a broker-dealer and insurance agency.

John McMahon Jr. is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014, previously working at Voya Financial Partners, LLC for 11 years. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies with technology-enabled tools to support client investment decisions.

Jonathan Beaupre is a financial advisor at Bankers Life Advisory Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various entities within the Bankers Life group since 2012. Outside of advisory work, he serves as a Unit Field Trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis methods to tailor portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Koby Gartner is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Guardian Life Insurance Company, Park Avenue Securities, and OSAIC. Outside of his advisory work, he is a 20% owner and film producer at Up-Hill Productions, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary advisory solutions.

Marsha Donovan is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott and its affiliated entities since 2009. Janney Montgomery Scott LLC is a large 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 charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

Richard O'Brien is a financial advisor with TIAA-CREF, holding a Series 66 designation and 25 years of industry experience. He has worked at TIAA and TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and includes services such as donor-advised funds and customized portfolio management.

Bryan Pickell is a CFP® professional with 12 years of industry experience, currently advising at Janney Montgomery Scott. He previously worked at Providence Investment Management and has been with Janney in various capacities since 2018. Bryan serves as a board member of the 100 Club of Rhode Island and is president of the Providence Jewelry Museum, a nonprofit focused on the history of jewelry manufacturing in Rhode Island. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Christopher Medeiros is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts and LPL Financial in 2026, he worked at Ameriprise Financial Services, OneAmerica Securities, and American United Life. Before his financial services career, he spent ten years with the Massachusetts Department of Corrections. 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, and family office services, employing customized portfolios with a long-term investment approach alongside shorter-term adjustments for rebalancing and cash needs.

Harry Romain is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1993. 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 support services, including discretionary model portfolios and personalized investment solutions, while offering operational, compliance, and practice-management resources to affiliated advisors.

Jeffrey Brown is a financial advisor at Kestra Advisory with 45 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. His career includes roles at Kestra Advisory since 2016 and Compensation Planning, Inc. since 1999. Brown serves as an honorary board member of Jewish Family Service and operates a consulting business focused on defined benefit plan valuations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and third-party solutions, serving a range of clients from individual investors to sovereign wealth funds.

Gregory Porcaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He is also president and sole owner of Otrando, Porcaro & Associates, Ltd, a CPA and accounting firm, and leads Caprice Realty, Inc., a real estate management company. Additionally, he is involved with Dragon Realty, LLC, a real estate development firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Sydney Robinson is a Series 66-licensed financial advisor with Janney Montgomery Scott in Warwick, RI, holding four years of experience at Janney and a combined total of six years in the industry, including five years at Corrigan Financial Inc. Prior to entering the financial field, Robinson was affiliated with Salve Regina University for four years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

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.

Stephen Volpe is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Infinex Investments, Royal Alliance, CUNA Mutual Group, Santander Securities, and Sovereign Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Thomas Day is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Robert Surprenant Jr. is a financial advisor with Commonwealth Financial Network in Warwick, RI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Santander Securities, LLC and Santander Bank, NA for a combined ten years. He is also engaged in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary model portfolios and customizable program options, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Beren Anderson is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with firms including Lincoln Financial Advisors and Prudential, and is also the owner and CEO of BSA Wealth Advisors, LLC. PlanMember provides retirement-plan advisory services to employers and participants, using a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education and support services, acting as an ERISA Section 3(38) fiduciary for many plans.

James Joly is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Cambridge Investment Research Advisors, Cantella & Co., Inc., Voya Financial Advisors, Morgan Stanley, and LPL Financial. Outside of advising, he is the sole owner of Greenwich Bay Wealth Management, LLC, and is involved with the band Good N' You!. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors as well as charitable and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and platforms.

Michael Aaronson is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Integrated Wealth Concepts and LPL Financial since 2016. Aaronson is also a CPA with over 28 years at Aaronson, Lavoie, Streitfeld & Co., CPA, and is a part owner of Del's Frozen Lemonade. 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, using a mix of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Royah Sultan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Bankers Life Advisory Services since 2021 and with Bankers Life Securities since 2017. Outside of her advisory role, she was part owner of Sulchance Listings LLC, a business involved in buying and flipping real estate properties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process.