Charles Edenbach is a financial advisor with Wells Fargo Clearing in Newport, RI, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Edmund Brock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is also a notary public. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Samantha Seitz Elsing is a financial advisor with Ameriprise in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

Guy Rizzo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president and board member of the Mariner Square Condominium Association and is a notary public in Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patrick Galligan is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. He has been with Merrill since 2017 and previously worked at Valley Associates INC and Bank of America, N.A. Outside of his advising role, Galligan serves as a referee and official for youth and young adult hockey games under USA Hockey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Yalanis is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. Previously, he worked at Citigroup Global Markets from 2002 to 2009. He serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee at the Boys & Girls Club of Newport County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Crook is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ian Gerrior is a financial advisor with OSAIC holding a Series 66 designation and 24 years of industry experience. He has worked at Royal Alliance Associates, INC., Sii, and Securian Financial Services, Inc. He is also the owner of a woodworking business called Fogland Woodworks. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and utilizes a complex affiliate network supporting various investment strategies.

Paul Aubin is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

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.