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.

Kenneth Michin Jr. is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Stephen Minicucci is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, Citizens Securities, and Bank Newport. Outside of finance, he has a role with Green Softwash Solutions LLC, a business he has been involved with since 2019. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Constantine Mckeon is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fisher Investments, MML Investors Services/MassMutual Life Insurance Company, and Trinity Wealth Securities. Prior to his financial advisory career, he was employed by the City of Newport for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios across various investment vehicles.

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 planner with OSAIC in Newport, RI, with 28 years of industry experience. He worked for John Hancock Mutual Life Insurance Company and Signator Investors, Inc. for 21 years before joining OSAIC in 2018. He also owns and operates a sole proprietorship as an insurance broker and uses the marketing name Independence Financial Partners for his financial planning practice. OSAIC serves a wide range of retail and institutional clients, including individuals, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs a diversified investment approach with tools such as asset-allocation models, risk assessments, and automated rebalancing, managing portfolios across multiple asset classes on both discretionary and non-discretionary bases.

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.