William Mahoney is a financial advisor with LPL Financial in Providence, RI, holding Series 63 and 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Rockland Trust Company, TIAA, Ameriprise, and StrategicPoint Investment Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Keith Peacock is a CFP® professional affiliated with LPL Financial in Providence, RI, with 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in non-variable life insurance business through The Virtus Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016 and is also associated with The Virtus Group, where he has worked for 14 years. Outside of his advisory work, Kyle coaches at East Greenwich High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Mark Cruise is a ChFC® with 41 years of industry experience, currently affiliated with LPL Financial since 2005. Prior to that, he was with Mass Mutual Investors Services from 1999 to 2005. He also engages in fixed life, long-term care, and disability insurance sales and has participated as a speaker at seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Cruise is a Series 66-licensed financial advisor with LPL Financial, based in Providence, RI, with 11 years of industry experience. He has been affiliated with LPL Financial and its DBA, The Virtus Group, since 2014. In addition to his advisory role, he has involvement in fixed annuities, life insurance, long-term care insurance, and health and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by machine-learning tools and a large network of advisors.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 credential and five years of industry experience. He previously worked at Willis Towers Watson for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.