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.

Michelle Caffrey is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of systematic methodologies and AI-driven research 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.

William Gourd is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, a company in the pet treats sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial planning and portfolio management supported by proprietary research and capital market insights.

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, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is involved in management and strategic decision-making at SNE Operations, LLC, which supports the operational and financial aspects of her Ameriprise practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Leah Gardiner is a CFP® and holds a Series 66 designation. She has 11 years of experience in the financial industry and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.

Bruce Buck is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Kappa Rho Alumni Association of the Pi Kappa Alpha Fraternity and engages in writing fiction and freelance voiceover work. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-smart strategies with algorithmic support to deliver tailored recommendations through a centralized consulting team.

Christian O’Neill is a financial advisor with Cetera who holds the CFP® designation and has 16 years of industry experience. He has worked with firms including Avantax Investment Services and Citizens Securities and currently provides tax preparation services as an Enrolled Agent. He also serves as a trustee and executor under a family will, managing asset distributions outside of investment accounts. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Blake Lane is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021 and has prior experience in retail and landscaping businesses. He also spent eight years at the University of Massachusetts Boston. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Timothy Mc Graw is a financial advisor with Ameriprise in East Greenwich, RI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business operations and client service support through SNE Operations, LLC, and serves as Chief Marketing Officer and Associate Financial Advisor at SNE Advisors LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security planning. The firm combines research-driven models and algorithmic tools to deliver personalized retirement advice, primarily for clients with assets managed within Ameriprise.

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.

Brayden Ladue is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality and retail. His background includes work at Lake Winnipesaukee Golf Club, Wildcat Pizza, and Project Happy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic, multi-manager approach.

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.