Jeremy Martin is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that focus on modeling outcomes rather than specific security recommendations.

Eric Werblow is a financial advisor with RBC Capital Markets in Newport, RI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also worked at City National Bank beginning in 2019. Outside of his advisory role, Werblow serves as a committee member of Newport Havurah, a reform Jewish religious group involved in local charitable giving. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to client risk profiles through a combination of in-house and third-party managers.

Mackenzie Feeney is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2024, Feeney worked at Barnum Financial Group and also held roles outside the financial sector, including positions at Little Rhody Lobster and Seafood and South Kingstown Town Beach. Feeney is also associated with Pioneer Financial Group, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various model portfolios and program options.

Steven Rossi is a financial advisor with UBS Financial Services in North Kingstown, RI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fee-based financial planning and portfolio management with extensive capital markets capabilities. The firm integrates proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerance.

Michael Jilling is a financial advisor with LPL Financial in Wakefield, Rhode Island, holding a Series 66 credential and 25 years of industry experience. He has been with LPL Financial since 2013. In addition to his advisory work, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Justin Try is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Milestone Financial Planning and Primerica. His background also includes positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Robert Levesque is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory role, he is also a licensed real estate salesperson. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Phillip Nutting is a financial advisor with Ameriprise in Providence, RI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees, to deliver personalized retirement income recommendations.

Roger Quintin is a financial advisor at Equitable Advisors with four years of industry experience. He previously worked at Edward Jones and MassMutual Life Insurance Company before joining Equitable Advisors. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee or conservator for family and non-family members. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model. The firm emphasizes LPL-sponsored programs and endorsed TAMPs, offering both discretionary and non-discretionary management as well as credentialed ERISA services.

Robert Mason is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Mason is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Patrick Sweeney is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in Newport, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Michael Oflaherty is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Oflaherty is based in South Kingstown, Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Elijah Dias De Oliveira is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His background includes positions at PRUCO Securities, Dairy Queen, and political campaign work with Seth Magaziner for Congress. He also attended the University of Maine from 2020 to 2024. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Brian Murphy Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with LPL Financial since 2020 and previously worked as a self-employed trader for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Conaty Jr. is a financial advisor with Ameriprise in Barrington, RI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with advisors.

Griffin Schroeter is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and operated as a self-employed advisor. He is also a self-published music artist based in Coventry, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network. The firm provides a comprehensive range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary portfolio management supported by research 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.

Brenden Bowers is a financial advisor with Ameriprise in Bristol, RI, holding Series 65 and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate tailored retirement recommendations, emphasizing assets held in Ameriprise Managed Accounts.

Walter Nencka Jr. is a financial advisor with OSAIC in Warwick, RI, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. He also engages in insurance sales as a sole proprietor. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple platforms to manage portfolios that can include a range of securities and alternative investments, with both discretionary and non-discretionary account options.

Timothy Ely is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Outside of finance, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.