Eric Paradis is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Capital Analysts since 2002 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, Paradis is involved in the performing arts community, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture New Bedford (AHA). Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Morgan Stanley, Merrill, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform and managed accounts.

Sean Trottier is a financial advisor with Guardian Life holding Series 63 and Series 65 designations. He has one year of industry experience, including prior roles at Florida Financial Advisors and Park Avenue Securities. Sean previously worked at Bentley University and J.H. Lynch and Sons. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies with access to proprietary and third-party programs, including specialized insurance and alternative investment options.

Jeffrey Grimes is a CFP® credentialed financial advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant in 2025, he worked at Corrigan Financial, Inc. for six years and CBIZ & MHM for one year. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related implementation services through affiliated accounting, legal, and trust entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by an investment committee and periodic fiduciary reviews.

Jeffrey Massey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at AE Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has maintained Massey & Associates, Inc. since 1995, where he also acts as president overseeing insurance sales. In addition to his advisory work, Massey is an author involved in book sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Katelyn Woodall is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations. Woodall has been affiliated with Bankers Life and Casualty, Inc. since 2013 as an agent, where she is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Jean Desrosiers is a financial advisor at Eagle Strategies affiliated with New York Life, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including long-term service with New York Life Insurance Company since 2001 and prior roles at Williams Estate and Financial Group, Inc. His outside business activities include brokering non-registered insurance products with various carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis within an integrated New York Life structure.

Richard Digennaro is a financial advisor with Integrated Wealth Concepts LLC in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and is also a principal at DiGennaro & Palumbo, LLP, a CPA affiliate where he has worked since 1999. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Brad Freitas is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with Bankers Life entities since 2005, including roles at Bankers Life Advisory and Bankers Life Securities. Outside of advisory services, he serves as a unit supervisor and insurance agent for Bankers Life & Casualty, overseeing training and management of agents. He is also a shareholder in StartEngine Crowdfunding, Inc. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations, with ongoing portfolio management aligned to clients’ goals and risk tolerances.

Michael Muto is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, MetLife Securities Inc., and New England Securities. Muto is also involved with Muto, Vollucci & Co, Ltd. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term, customized investment approach across mutual funds, ETFs, equities, and fixed income.

Crystal Dubowski is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, she worked at Citizens Securities Inc. and Fidelity Investments, and has experience in healthcare roles at South County Hospital and Newport Hospital. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Joseph Hassett is a financial advisor with Janney Montgomery Scott in Warwick, RI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a radio commentator for college basketball, is a board member of the Rhode Island Sports Council, and participates on the committee for the Cox Rhode Island Sports Award. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual 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 financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Mark England is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies and New York Life Insurance Company. Additionally, he is involved in outside insurance sales focusing on life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

George Hadfield IV is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with personalized recommendation reports and ongoing advice.

Gregory Beaulieu is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018, following six years at Jhfn Sii. In addition to his advisory role, Beaulieu owns a sole proprietorship involved in insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Tamara Gonzalez Paz is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. Before joining Merrill, she worked at Coastal 1 Credit Union and has experience in various customer service roles, including at Famous Footwear. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alfonso Cumplido is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Jhfn Sii for eight years. Cumplido serves as an incoming vice president and board member of the CFA Society Providence, where he leads financial literacy efforts, and he is also a board member of Millennial Rhode Island, a local networking group for young professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services through a large network of advisers and employs various asset-allocation tools and third-party platforms to customize portfolio management.

Jackson Mc Kersie is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior roles include working with educational programs and camps such as the MAUSD Extended Learning Program and Dexter Southfield Science and Technology Camp, as well as involvement with Wide Open Marine and The Henley Group. Additionally, he has experience at Middlebury College and in farm management at Apple Knoll Farm. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Martin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.