Eric Chaves is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at BNY Mellon for ten years before joining LPL Financial in 2020. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with access to a range of model portfolios, research, and alternative investment strategies.

Joseph Matoney is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with several firms, including Avantax and Pacific Life, and manages Matoney Tax & Financial, which provides tax preparation and accounting services. In addition to his advisory role, Matoney is involved with Roberto & Hines LLC, a family-owned business that manages office property rental. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.

Colin Roberts III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association 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, including tailored financial planning and access to extensive investment resources.

Ryan Gaumond is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 65 and Series 63 licenses. He has two years of industry experience, including roles at Equitable Advisors and Bank Newport. Prior to his financial services career, he worked at Stano's Landscaping and Gaumond's Auto Body. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Mogahed Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for various financial matters including general investing, retirement planning, and preparing for unexpected expenses. Additionally, he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System and carries professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, he engages with clients by taking the time to identify what matters most to them and providing ongoing advice as their needs evolve. Outside of his professional work, Ibrahim is involved with the community organization Feed My Starving Children.

Molly Rambo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. She previously worked with the Life Is Good Kids Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Julianne Joly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her previous roles include positions at Janney Montgomery Scott, Morgan Stanley, and LPL Financial. She is also the owner of Ballast Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Roche is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2025. Prior to joining OSAIC, he spent 24 years with Lincoln Financial Advisors Corporation. He is involved in insurance sales and acts as a trustee for a family irrevocable income trust. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing firm-provided asset allocation tools and third-party solutions.

Paul Di Palma is a financial advisor with Ameriprise in N Kingstown, RI, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. His other business activities include ownership of a business entity used for administrative purposes related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ronda Warrener is a CFP®-certified financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she is involved in managing rental properties in Rhode Island. 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 through a large network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mathew Degroff is a financial advisor at MassMutual Investors Services with 10 years of industry experience and holds the CFP® and Series 66 credentials. His prior work includes positions at MassMutual Life Insurance Company and MetLife. Outside of advisory roles, he is involved in administrative management through a partnership in an office management corporation and works as an agent assisting clients with life settlements. MassMutual Investors Services operates as 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, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

John Jay Mouligne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 10 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and Corporate Financial Planning agreements.

Frederick Arbusto III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is also involved as an owner of South County Financial Group in Wakefield, Rhode Island. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation, alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Robert Capone is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Gregg Libutti is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Agia, and VALIC Financial Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Sharon Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2007 and operates under the Finn and Meehan Wealth Management DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and advanced portfolio management technologies.

Michael DeMeo is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the company, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2023 to 2024. In his role, Michael partners with clients to understand their short and long-term goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional responsibilities, Michael enjoys activities such as spending time at the beach, family activities, social events with friends, golf, outdoor adventures, and traveling.

Christopher Puranananda is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 credential and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously spent 11 years at Sonus Networks. Outside of his advisory role, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

John Finn is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 1997. Finn occasionally sells fixed insurance products, including life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously affiliated with Axa Advisors. Outside of his advisory role, Paradis is involved in office property management through Paradis Wealth, Inc. and serves as president of the Steeple View Office Association in East Greenwich, RI. He is also a member of the NFLPA Registered Player Financial Advisors Program. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.