Anthony Kutsaftis is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a property and casualty insurance business in Middletown, Rhode Island. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Paolino is a financial advisor with Edward Jones in South Kingstown, RI, holding the CFP® and ChFC® designations and 21 years of industry experience, all with Edward Jones since 2005. Outside of his advisory role, he is the owner of Hannafinn Enterprises LLC, a commercial rental property business in Wakefield, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs with a nationwide network of financial advisors and a wide range of managed solutions and affiliated investment products.

Brenda Calkins is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Signator Investors, Banc of America Investment Services, and Quick & Reilly. In addition to her advisory role, she is also an insurance agent through her own LLC, Calkins Wealth Strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and options for third-party managers and proprietary strategies.

Beth Korecky is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked as a silent co-owner of Bayside Tree Service, a tree and landscape business, for nine years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

James Ward is a financial advisor with Edward Jones in South Kingstown, RI, holding a Series 66 designation and five years of industry experience. His prior work includes over two decades at MetLife Securities Inc. and two years at Farmers before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nicole Johnson Fitzgerald is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 1999, accumulating 27 years of industry experience. Based in Charlestown, Rhode Island, she has spent her entire career with Fisher Investments. Outside of advising, she is involved with ENF Holdings as a landlord owner. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and defensive tactics to manage risk.

David Macdonald is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of industry experience, with prior roles at firms including Edward Jones and New England Securities. Outside of his advisory work, he serves as a board member for a sports official organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.

Christy Cihat is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2013. Prior to her advisory role, she spent ten years at TJ Maxx in a customer service position. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ian Devine is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Davin and Kesler, Inc in 2018. Devine has also served in the Rhode Island Air National Guard since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Randal Poirier, ChFC, is a financial advisor with Osaic Wealth, Inc., based in Newport, RI, with 28 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co for 21 years. Poirier operates a financial planning practice under the marketing name Independence Financial Partners and manages a sole proprietorship for occasional insurance product sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by model-based asset allocation, portfolio optimization tools, and multiple program options delivered through its extensive affiliated network.

Ryan Corry is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Based in Wakefield, RI, Corry serves a diverse client base through his firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Abbe Lassow is a financial advisor with Ameriprise in Narragansett, RI, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, Lassow is involved with SNE Operations, LLC, where she provides management and strategic support for the Ameriprise Financial Practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Charlotte Anderson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Her prior experience includes positions at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and data-driven modeling. The firm manages approximately $2.74 trillion in client assets and offers services that include tailored financial and estate planning.

Katherine Farnham is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christian O'Neill is a CFP® with 16 years of industry experience, currently serving at Cetera. His work history includes roles at Avantax Investment Services, Citizens Securities, and Matoney Tax & Financial, where he also acts as a tax preparer and enrolled agent. O'Neill serves as trustee and executor for family estate matters involving the will of his uncle. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a broad network of advisors and provides access to a range of investment strategies and third-party managers.

Geoffrey Fiszel serves as a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. Geoffrey develops tax minimization strategies for high-net worth individuals, families, trusts, foundations, and businesses. He employs strategic and tactical asset allocation strategies to diversify low-cost concentrated equity positions and holds FINRA Series 7, 24, 31, 63, and 65 registrations, as well as Life, Accident & Health Insurance Licenses. Geoffrey's wealth management approach is consultative and objective, drawing upon his experience across retail, transportation, manufacturing, insurance, real estate, and financial services industries, as well as from his independent consulting practice. He has provided strategic and tactical advice to firms including Fortune 100 companies and litigation support in high-profile cases. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. These strategies may be managed on a discretionary basis through the firm's Investment Advisory Program. He holds a Bachelor of Science in Management with a Concentration in Operations Research from New York University and a Master of Science in Professional Accounting with a Concentration in Taxation from the University of Hartford. Geoffrey is a Chartered Financial Consultant (ChFC) and a former member of the United States Marine Corps, having served four years. He resides with his family in Glastonbury and South Glastonbury, Connecticut, and participates in community volunteer activities. His personal interests include adventure sports, boating, boxing, chess, music, reading, and spending time with his family.

Tristan Mouligne is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 as well as at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to develop customized plans.

Steven Mayo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Chickasaw Securities LLC and multiple Cetera entities dating back to 2012. He also worked with RI Hitmen from 2020 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Donald Horne is a CFP®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has held roles at Elite Brokerage Services Inc and Pioneer Financial Group, among others. Outside of advisory work, he serves as director of the Lisa Rego Horne Memorial Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets.

Robert Brier is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.