William Mahoney is a financial advisor with LPL Financial in Providence, RI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His work history includes roles at Rockland Trust Company and TIAA-CREF. He also serves as Senior Vice President in Rockland Trust Investment Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Keith Peacock is a CFP®-designated financial advisor with 19 years of experience at LPL Financial. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved with The Virtus Group in non-variable life insurance business activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management and offering access to research-supported model portfolios and alternative strategies.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and bringing nine years of industry experience. He has been with LPL Financial since 2016 and is also affiliated with The Virtus Group, where he has worked since 2012. Outside of his advisory role, Mushaweh coaches at East Greenwich High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with LPL Financial since 2005. In addition to his advisory work, he has experience selling fixed life, long-term care, and disability insurance, and has occasionally served as a speaker for seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and nonprofits. The firm offers diverse advisory programs and financial planning services, utilizing research and models from LPL Research and third-party subadvisors.

James Cruise is a Series 66-licensed financial advisor with LPL Financial in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. His outside business activities include involvement with The Virtus Group, a DBA entity for LPL business, and limited engagement in non-variable insurance products such as fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and four years of industry experience. He previously worked at Willis Towers Watson for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.