Stephen Minicucci is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Securities, Santander Bank, and Citizens Bank. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

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.

John Farley is a financial advisor with LPL Financial in Portsmouth, Rhode Island, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel for six years and Advest, Inc. for seven years. Outside of finance, he owns two small businesses: John C Farley Photography and Portsmouth Woodworks. 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 financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies for its extensive advisor network.

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.

Todd Pearl is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, he is involved in a residential construction project in Westport, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and provides a broad range of retail and institutional investment services.

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.

Leo Varriale is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior work includes roles at TD Bank N.A., TD Private Client Wealth LLC, and TD Ameritrade Inc. Outside of his advisory work, he has interests in real estate ownership unrelated to his investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and algorithmic tools to deliver customized, tax-efficient income strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.

Shawn Juenger is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of Charlestown, RI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Hartley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Merrill for 14 years and Edward Jones for 3 years before joining LPL Financial and Bank Newport in 2019. Outside of his advisory work, he receives disability income from the VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technological tools.