Christopher Yalanis is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Yalanis serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee for the Boys & Girls Club of Newport County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Ian Gerrior is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 14 years at Sii. Outside of his advisory role, he owns Aquidneck Wealth Management and operates a woodworking business called Fogland Woodworks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

Trey Whalley is a Series 66-licensed financial advisor at OSAIC with 25 years of industry experience. He has worked at OSAIC since 2018 and previously spent five years at Sii. Outside of his advisory role, Whalley serves as president of Works 4 U, a non-profit focused on providing employment opportunities and support services to the homeless, and is involved with several local community organizations, including serving as a director of the Fairhaven Improvement Association and a board member of the New Bedford Salvation Army Supervisory Board. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs proprietary asset-allocation tools and supports a wide range of investment solutions, including discretionary and non-discretionary accounts, with access to multiple third-party money managers and wrap programs.

Paul Aubin is a financial advisor at LPL Financial with 29 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating over a decade in those roles before joining LPL Financial in 2022. He holds the Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anthony Kutsaftis is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of Aquidneck Island Insurance, a property and casualty business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering advisory and brokerage services. The firm’s integrated platform combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated agencies.

Brenda Calkins is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. She is also involved in insurance sales through her LLC, Calkins Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services, utilizing asset allocation and risk assessment tools to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

Alexander Dacunha is a CFP® professional affiliated with LPL Financial in Mattapoisett, MA, with 15 years of industry experience. He has worked at LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Macdonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 16 years of industry experience. He has worked with MML Investors Services, LLC since 2017 and has also been affiliated with MassMutual Insurance Company since 2016. Outside of his advisory role, he serves as a board member for a sports official organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing technology-driven analysis and offering event-driven planning programs.

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, Citizens Bank, and Bank Newport. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. 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, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Katherine Tavares is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 credentials and 18 years of industry experience. She has been with Fidelity and its affiliated entities since 2006. Outside of her advisory role, she serves as President of the Demello Elementary PTO, organizing fundraisers and student activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Sherri Curria is a financial advisor with Thrivent Investment Management in North Dartmouth, MA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Farley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he owns a photography business and a woodworking shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Stephen Cushing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Prior to his financial services career, he spent 14 years at Comcast. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Andrew Ingeme is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials. Outside of advisory work, he is president of Sea Green Bookkeeping and Tax Services Inc., a firm providing accounting, bookkeeping, payroll, notary, insurance, and wealth management services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management approaches and custodial platforms.

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.

Robert Blasche is a financial advisor with Edward Jones in North Dartmouth, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Affinivax Inc, Veolia Environmental, and Triumvirate Environmental. He serves as a board member for the Rolling Ridge Farm Homeowners Association, participating in neighborhood meetings and contractor management. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive national network of advisors and branch offices.

Charlotte Anderson is a financial advisor with Morgan Stanley in Newport, Rhode Island, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Dennis Forest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed author of a book about a 700+ mile walk completed in 2023. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

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.