Elijah Dias De Oliveira is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at PRUCO Securities, LLC and involvement with political and retail work before entering the financial sector. LPL Enterprise serves a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment strategies. The firm also provides brokerage and insurance services through affiliated entities.

Brian Murphy Jr. is a financial advisor at LPL Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked as a self-employed trader for five years before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Joseph Conaty Jr. is a financial advisor with Ameriprise, holding the Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated 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 recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Griffin Schroeter is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at Fidelity Investments and Mile Marker Financial Advocates. Outside of advising, he is a self-published music artist based in Coventry, Rhode Island. 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 model portfolio programs, and supports advisors with tools such as machine learning and third-party subadvisors.

Heather Kendra is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she assists other advisors with plan production through FP Solutions RI. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and leverages algorithmic tools alongside advisor input to tailor recommendations.

Walter Nencka Jr. is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Jhfn Sii for eight years before joining Osaic in 2018. Outside his advisory role, he operates an insurance sales business as a sole proprietor. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation, portfolio optimization, and multiple managed account strategies.

Timothy Ely is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional services.

Derek Steinbrenner is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 license and possessing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Outside of his advisory role, he serves as a volunteer board member and chair of the East Greenwich Municipal Land Trust in Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating structured financial planning tools and investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Stephen Randolph is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, working in their Bristol, RI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Hillary Feeney is a Series 66-licensed financial advisor with Merrill, based in Middletown, Rhode Island. She has six years of industry experience, including roles at Capital Good Fund and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Alexander Hosey is a financial advisor at Edward Jones in Cranston, RI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, Hosey worked with NYLIFE Securities LLC and New York Life Insurance Company. He is involved in his family’s catering business, Pauly Pentas Italian Deli, volunteering there during the holidays. 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 maintains a large network of advisors and branches, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.

Patrick O'Rourke is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has six years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2020, and prior positions with Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience as an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with clients.

Christian Evers is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked for MassMutual Life Insurance Company and operated a small business called CEC Clean Up. Christian also worked at the University of Rhode Island and has experience in retail and youth sports organizations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative client relationships and goal-based planning.

Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Erik Wilcox is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Securities, Inc, Morgan Stanley, and Edward Jones. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Katelyn Goodwin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co LLC for three years. Before entering finance, Goodwin held roles at Complex Media, Sony Music Entertainment, and other companies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Kevin Beaulieu is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 31 years at Signator Investors, Inc. prior to joining Osaic in 2018. Outside of his advisory role, Beaulieu is involved in a fixed life insurance brokerage and operates a sole proprietorship focused on life and health insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a range of programs from financial planning to third-party money manager solutions.

James Curran is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior experience includes over a decade at Morgan Stanley and its affiliates before joining Wells Fargo Advisors in 2014. In addition to his advisory role, he owns and operates OHANA Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations, with clients having the option to implement strategies through brokerage or advisory programs.

David Bogosian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes over a decade at Morgan Stanley in various capacities before joining Wells Fargo Clearing and subsequently Wells Fargo Advisors. He owns BOGOSIAN WEALTH MANAGEMENT, LLC and has a partial ownership interest in Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.