Daniel Gamm is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Newport, RI. Gamm serves on the boards of the Boys and Girls Club of Pawtucket and the JCDS Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with advisors.

Frederick Bellows is a financial advisor with J.P. Morgan Securities in Providence, RI, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Citizens Securities, Mass Mutual Life Insurance Company, and National Financial Services LLC. Outside of his advisory work, he has ownership interests in Bellows Co Inc. and MBN LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Christopher Barclay is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Angela Wilkins is a financial advisor with Edward Jones in Little Compton, RI, holding CFP® and Series 66 designations and having seven years of industry experience. She has worked at Edward Jones since 2016, with prior roles in self-employment, Sel Rrose, and Saltwater Fitness. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Kelly is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corporation. Kelly is based in Barrington, RI. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and both discretionary and non-discretionary management, featuring proprietary and third-party model strategies.

Claire Moscrop is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Securian Financial Services, Pioneer Financial Group, Minnesota Life Insurance Company, and Island Investments. Outside of finance, she operated Claire Moscrop Nutrition for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, research, and multiple management options.

William Wall Jr. is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Advisors since 2016. He owns a hunting property called Rock Wall Farms LLC in East Providence, RI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Mark Savastano is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns Hair Affair, Inc., a retail hair salon, and serves as a mentor to entrepreneurs through the organization E-for-All. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.

Anthony Kutsaftis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also an agent for Aquidneck Island Insurance, a property and casualty business operated by his family. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines its own resources with third-party portfolio management and affiliated insurance offerings.

Robert Beese is a ChFC® and holds a Series 66 license with 25 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has had a long tenure at Pioneer Financial Group since 2000. Outside of his advisory role, he owns A & E Investments, LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lauren Bernardo is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. She has held roles at PFS Investments Inc. and Primerica Financial Services since 2018 and has additional work experience in various industries including seafood and food services. Bernardo is involved with the W.A.&R. Ouellette Post 8502 VFW. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies while outsourcing trade execution and custody.

Stephen Karam is a financial advisor with LPL Financial in Fall River, MA, holding the ChFC® and Series 63 credentials with 34 years of industry experience. He has been with LPL Financial since 2005 and is also affiliated with Global Retirement Partners, LLC since 2019. Outside of his advisory roles, he serves as president of Karam Insurance Agency, a traditional insurance brokerage. 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, advisory programs, and retirement plan consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bradford Corbett is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Santander Securities, Santander Bank, and TD Ameritrade. Outside of his advisory role, he serves as head of the Sakonnet East Professional Center Condo Association in Tiverton, RI. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Falcon is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. His prior work includes roles at Avantax Advisory Services, Avantax Investment Services, and 1st Global Advisors, among others. He is also president and 50% owner of Falcons Financial & Tax Services Corp. and serves on the board of directors for St. Michaels Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Jesse Rathier is a financial advisor at Edward Jones in Bristol, RI, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at LPL Enterprise LLC and Fidelity Investments, along with employment in the foodservice and real estate sectors. Outside of his advisory role, he is involved with Penrose Realty, providing mortgage and real estate services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Hodgson Jr. is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Harwood Advisory Group, UBS Financial Services, and Fidelity Charitable. Outside of his advisory role, he services existing fixed index annuity contracts as part of outside insurance sales. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that focus on recommending investment categories and strategies.

Giancarlo Pannone is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Newport, RI, having previously worked at New England Professional Planning Group, Raymond James Financial Services, Bank of America, and Merrill. His background includes roles in both advisory and private banking services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning solutions.

Terence Glackin is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Royal Alliance Associates, Inc., Signator Investors Inc., and John Hancock/Beaulieu Financial Group. Outside of his advisory work, he coaches sailing and manages boat preparation for sailboat racing in Newport, RI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Declan Walmsley is a financial advisor with LPL Financial in Middletown, RI, holding a Series 66 designation. He has been in the industry since 2025, with prior experience that includes roles at Finn & Meehan Wealth Management and Lifetime Moving Co. His background also includes various positions in education and community recreation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.