Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes 18 years at Waddell & Reed, Inc. and various insurance carriers. He has also been involved with the East Greenwich Summer Arts & Festival Organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide range of financial planning and portfolio management services.

Michael Paolino is a financial advisor with Edward Jones in South Kingstown, RI, holding CFP® and ChFC® designations with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the owner of Hannafinn Enterprises LLC, a commercial rental property business in Wakefield, 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 programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branches.

John Farmer is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial in East Greenwich, RI. His prior work includes roles at Citizens Securities, Inc., Bank Newport, and various other investment firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and diverse investment strategies.

Brenda Calkins is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. She is also involved in insurance sales through her LLC, Calkins Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services, utilizing asset allocation and risk assessment tools to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

Beth Korecky is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked as a silent co-owner of Bayside Tree Service, a tree and landscape business, for nine years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer & Co, Janney Montgomery Scott, and various insurance carriers prior to joining LPL Financial in 2021. 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, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

James Ward is a financial advisor with Edward Jones in South Kingstown, RI, holding a Series 66 designation and five years of industry experience. His prior work includes over two decades at MetLife Securities Inc. and two years at Farmers before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jason Silva is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Merrill, Bank of America, Santander Bank, and Citizen's Securities. He is based in East Greenwich, Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Macdonald is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of industry experience, with prior roles at firms including Edward Jones and New England Securities. Outside of his advisory work, he serves as a board member for a sports official organization. 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 analytical tools to support client goals.

Christy Cihat is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2013. Prior to her advisory role, she spent ten years at TJ Maxx in a customer service position. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans 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, separately managed accounts, and affiliated mutual funds.

Stephen Minicucci is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank Newport, JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Securities, Santander Bank, and Citizens Bank. Outside of finance, he is involved with Green Softwash Solutions LLC, an active business he has managed since 2019. 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, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Michelle Caffrey is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of systematic methodologies and AI-driven research tools.

Ian Devine is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Davin and Kesler, Inc in 2018. Devine has also served in the Rhode Island Air National Guard since 2007. 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 and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

John Farley is a financial advisor with LPL Financial in Portsmouth, Rhode Island, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel for six years and Advest, Inc. for seven years. Outside of finance, he owns two small businesses: John C Farley Photography and Portsmouth Woodworks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies for its extensive advisor network.

William Gourd is a financial advisor with UBS Financial Services in East Greenwich, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at UBS since 2008 and was previously employed at Lehman Brothers Inc. in 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, providing input on the company’s strategic direction in the dog treat market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and model-based asset allocations.

Stephen Cushing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Prior to his financial services career, he spent 14 years at Comcast. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Randal Poirier, ChFC, is a financial planner with OSAIC in Newport, RI, with 28 years of industry experience. He worked for John Hancock Mutual Life Insurance Company and Signator Investors, Inc. for 21 years before joining OSAIC in 2018. He also owns and operates a sole proprietorship as an insurance broker and uses the marketing name Independence Financial Partners for his financial planning practice. OSAIC serves a wide range of retail and institutional clients, including individuals, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs a diversified investment approach with tools such as asset-allocation models, risk assessments, and automated rebalancing, managing portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Ryan Corry is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Based in Wakefield, RI, Corry serves a diverse client base through his firm. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Abbe Lassow is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is involved in management and strategic decision-making at SNE Operations, LLC, which supports the operational and financial aspects of her Ameriprise practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charlotte Anderson is a financial advisor with Morgan Stanley in Newport, Rhode Island, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.