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.

Lia Webb is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 65 designation and has worked at multiple Charles Schwab affiliates since 2018, as well as at ThomasPartners, Inc. from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure combining brokerage, custody, and advisory functions.

Nicole Jarem is a Series 66-licensed financial advisor with Edward Jones in Bristol, RI, where she has worked since 2015. She has 10 years of industry experience. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Sharon Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2007. 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 financial planning and portfolio management services, utilizing both in-house and third-party strategies, and supports its advisors with advanced research and operational tools.

Andrew Quinn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2006, with prior experience at Banc of America Investment Services and Quick & Reilly. Quinn also manages insurance sales and serves as a relationship manager and business development officer for Rockland Trust’s Trust/Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by extensive technology and a broad scope of non-advisory financial services.

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.

Arlene Harrington is a financial advisor at LPL Enterprise with 30 years of industry experience. She holds Series 66 and Series 63 licenses. Her previous roles include positions at New York Life Insurance Co and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, insurance products, and affiliated trust and lending services.

John Varao is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and 1ST Global Advisors. Varao is also a director of The Robert F. Stoico / FIRSTFED Charitable Foundation, which supports nonprofit organizations in Southeastern Massachusetts and Rhode Island. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

John Finn is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 1997 and occasionally sells fixed insurance products including life, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Hilton, Sr. is a financial advisor with UBS Financial Services in Newport, RI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the U.S. National Sailing Hall of Fame, a nonprofit educational organization dedicated to preserving and promoting America's sailing legacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with model-based asset allocations and research from its Chief Investment Office and global teams. The firm integrates institutional trading capabilities with wealth management services across a broad platform of capital markets and advisory solutions.

Margaret Schultz is a financial advisor with Thrivent Investment Management based in Fairhaven, MA. She holds a Series 66 designation and has eight years of industry experience. Schultz has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a range of financial planning topics without implementation. The firm integrates planning with managed-account services under a consolidated billing option while maintaining separation between these services.

Andrew Conaty is a financial advisor at Ameriprise in Barrington, RI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Sensata Technologies Co. and Citizens Bank, N.A., as well as periods as a full-time student. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm employs a collaborative, non-discretionary approach to implementation and uses proprietary research and third-party data to inform asset allocation and withdrawal strategies.

Cheryl Fonseca is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. 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 advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and research tools.

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Charles Edenbach is a financial advisor with Wells Fargo Clearing in Newport, RI, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

William Francis is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Riverside, Rhode Island. He has seven years of industry experience, including prior roles in public school districts before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Jeffrey Gagnon is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, previously working at LPL Financial and Cuna Mutual Group. His other business activities include serving as an insurance and benefits agent. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, custodians, and proprietary model strategies.

William Horn is a financial advisor with LPL Financial, holding a Series 66 designation and offering 20 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he coaches lacrosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools for advisers.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.