Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his tenure at the firm in 2025. He has nine years of prior experience at Fidelity Investments from 2016 to 2025. Outside of advisory roles, he is involved in a non-variable insurance agency related to his LPL business 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Jessica Nelson is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Matthew Ricci is a financial advisor with Ameriprise in South Kingstown, RI, holding Series 66 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2015, he worked for the Cranston Police Department from 2008 to 2017. He is the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise financial practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

John Damiano is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise Financial Services for 10 years. Outside of his advisory role, he is a CPA and owns two financial service businesses focused on tax and consulting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using proprietary and third-party strategies tailored to client objectives.

John Soucy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes 14 years at LPL Financial and 13 years at Webster Investment Services Inc. Outside of advisory work, he owns a short-term vacation rental business operating under 50 Deer Path, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party investment managers.

Arthur Colello is a financial advisor with Cetera who holds the ChFC® designation and has 39 years of industry experience. He has worked with firms including Pioneer Financial Group, where he has served as president since 1999, and Securian Financial Services. Outside of advising, he is a majority shareholder of Elite Brokerage Services Inc., an insurance services firm, and serves on the advisory board of Metroeast Office Condominium I Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Ethan Narducci is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at UPS, The Home Depot, Dunkin, and worked in education and community settings including Merrimack College, Saint Philip Church, and Bishop Hendricken High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Farrelly is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and two years of industry experience. His prior experience includes roles at Barnum Financial Group and MassMutual Life Insurance Company. He also spent time as a full-time student and has experience working with United Parking LLC and the University of Maine Business School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

William Conlan is a Series 66 licensed financial advisor with Merrill in North Kingstown, RI, with one year of industry experience. His prior work includes positions at Bank of America, Citizens Bank, and Bryant University. 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, institutions, and charitable organizations.

Mark Stephenson is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at MetLife Securities from 2012 to 2017 and has been with Mass Mutual since 2016. Outside of his advisory role, he works as an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved software and educational seminars.

Donald Masseur is a financial advisor with Ameriprise in Kingston, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business operations as COO and CFO of SNE Operations, LLC, which provides financial planning and managed account support services. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

John Nardone is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Thomas De Nicola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Tyler Stone is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing advisory services since 2015. He specializes in developing strategies and offering advice tailored to individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily works with private equity and financial services partners, corporate executives, and medical professionals. Tyler holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Stamford. He earned a Bachelor's Degree in Finance from the University of Rhode Island. In addition to his professional pursuits, Tyler participates in community service activities, volunteering with organizations such as Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention. He balances his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. His personal interests include baseball, basketball, football, interior decorating, soccer, spending time with his family, watching movies, and woodworking.

Steven Packard is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Baseballism, Edward Jones, and World Financial Group. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment committee to construct diversified portfolios, with tax-aware and risk management strategies integrated into its approach.

Kenneth Kirwin is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he partners with clients to create customized financial plans aimed at helping them achieve their long-term goals. He focuses on understanding the priorities of his clients and their families to serve as their advocate. Kenneth has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2000. His previous roles include Director Retirement Planner, Senior Regional Investment Consultant, Client Manager, and Retail Service Representative. Prior to joining Fidelity, he worked as a Retirement Service Representative at Putnam Investments in 2000.

Kimberly Holmes is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at MML Investors Services and The Harvest Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Aaron Hurst is a financial advisor at Ameriprise with six years of industry experience. He previously worked at MetLife Investors Distribution Company for five years and has a background that includes time at Quidnessett Country Club. He holds a Series 66 designation. 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 through a written Recommendation Report and ongoing advice, utilizing a centrally produced analysis that incorporates investment research, third-party data, and algorithmic tools.

Mark Martone is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining MassMutual in 2017. In addition to his advisory role, Martone operates as an independent insurance agent focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 ongoing financial planning, asset management, and educational programs, employing collaborative planning tools and recommending investment strategies without discretionary authority.

Benjamin Castillo is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior roles include positions at Citizens Securities, Empower, Barnum Financial Group, and Fidelity. Mass Mutual Investors Services, LLC is 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, using firm-approved software to analyze client goals and deliver written recommendations.