Kayla Ballou is a Series 66-licensed financial advisor with Ameriprise, based in North Smithfield, RI, and has five years of industry experience. Her prior work includes roles at Ye Olde English and Roast House Restaurant. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

Mary Brimer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Her prior roles include positions at SagePoint Financial, the ON Equity Sales Company, Guardian Life Insurance Company of America, and Ohio National Financial Services. She also operates under the business name Ginger Green Financial and serves as an insurance agent. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Jacob Carlisle is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual Wealth Management Company and Newport Hospital. Outside of advisory work, he also engages in rideshare services with DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, he was employed at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Abidemi Payne is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise, Payne worked at The Prudential Insurance Company of America, PRUCO Securities, Bank of America, and Merrill. Outside of financial advising, Payne owns an event management and decoration business and is a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via its integrated platform.

John Schultz is a financial advisor with Ameriprise in North Kingstown, RI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience in the restaurant and education sectors. Before becoming an advisor, he worked at Greenwich Bay Oyster Bar and Gregg's Restaurants & Taverns, as well as the North Kingstown School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Zachary Rucki is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America and Eastconn, among others. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Camp is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and MassMutual Life Insurance Company. Outside of finance, he previously worked in the restaurant and retail industries. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and a range of educational and event-driven planning programs.

Peter Gobis III is a financial advisor at Edward Jones in East Greenwich, RI, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to Edward Jones, he worked at Everflow Supplies, Inc., Accudynamics, and operated Gobis Consulting Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

George Panagos is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Citizens Securities, and New York Life-related firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and managed accounts.

Robert Thevenet is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. His career includes roles at Cambridge Investment Research, Inc. He is active outside of advising as a member of the Jewett City Savings Bank Board of Directors and the Voluntown Republican Town Committee, and he also contributes as a National Ski Patrol instructor providing first aid and emergency care training. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, allowing customization to client objectives with discretionary or non-discretionary management options.

Craig Rushworth is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining MassMutual, he worked at Amazon, Merrill Lynch, Fidelity Investments, and held roles in education and hospitality. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap and money-manager programs, and educational seminars.

Stephen Marotto is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked exclusively at Merrill since 2017, with prior involvement in a separate business, Down City Parking. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Capuano is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has prior experience working in educational roles at the University of Rhode Island and the Community College of Rhode Island. Outside of his advisory work, he serves as a Program Director for Special Olympics Rhode Island, organizing practices, fundraisers, and overseeing volunteers. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brennan Piemonte is a financial advisor at LPL Enterprise holding a Series 66 license with two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. He also serves as a member of the United States Coast Guard, engaged in search and rescue, law enforcement, and training activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Jonathan Pelletier is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Johnson & Wales University, Holy Trinity Parish, and North Smithfield School District. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Jeremy Seidman is a financial advisor with UBS Financial Services in Narragansett, Rhode Island, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory work, he serves on the board of directors for the MIT Sloan Boston Alumni Association, where he chairs the annual MIT CFO Summit, and is also a board member of Coaching4Change, a nonprofit focused on coach education and youth empowerment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of financial services, including custody, underwriting, and capital markets activities.

Nicholas Manning is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is the owner of ANGyL Services, LLC. In addition, Manning has a technical background with ten years at the Naval Undersea Warfare Center. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.