Mark Martone is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at MassMutual and its affiliates since 2017, with prior experience at Prudential Insurance Company of America and Pruco Securities. Martone also 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using collaborative, goal-focused planning supported by firm-approved analytical tools.

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.

Jarred Cody is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Keller Williams Realty. Outside of financial advising, he is involved in sales of home security and automation products through affiliated companies and works in operations for United Parcel Service. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services largely through model-driven strategies managed by third parties.

Jaden Bauch is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and starting their advisory career in 2026. Prior to joining LPL Enterprise, Bauch has held positions in various fields including financial aid and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily through third-party managers and offers services such as financial planning, consulting, and participation in the Model Wealth Portfolios wrap program.

David Stern is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

James Zamil is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Derek Dipetrillo is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ian Anderson is a financial advisor with Ameriprise in Exeter, RI, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Santander Securities from 2012 to 2016 and took time away from the industry to care for a family member between 2016 and 2019. Anderson is also co-owner of SNE Operations, LLC, where he serves as an advisor. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored, non-discretionary recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Roy Evans is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Trobel Bloe is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, Bloe worked at Santander Securities, LLC and Santander Bank, NA, accumulating experience in financial services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Thomas Manning is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Outside of his advisory role, Manning is involved in land development as the treasurer and partial owner of a local land development company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client needs.

Ernest Lacroix is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2023, he worked at Achieve Financial Solutions LLC, F2 Strategy, Starburst Labs/Wealthbox CRM, XML Financial Group, and FI Services Holdings, LLC. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Holland Rajaniemi is a financial advisor with LPL Financial in Plainfield, CT, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, Citizens Bank, and Jewett City Savings Bank. 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, participant-level retirement advice, and institutional platforms, utilizing a range of advisory approaches supported by research and technology tools.

Samuel Raheb is a financial advisor with J.P. Morgan Securities in Cranston, Rhode Island. He holds Series 63 and Series 65 registrations and has 12 years of experience in the industry, including prior roles at Citizens Securities, Inc. and Santander Investment Services. Outside of his advisory work, Raheb owns and manages rental properties. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Nanette Blish is a financial advisor at Cetera with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Investors Capital Corp. She has been with Cetera and its affiliates since 2012. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform combining affiliated and third-party strategies.

Eric Chaves is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked for BNY Mellon from 2010 to 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Jonathan Deangelis is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LK Goodwin, Daves, and Bonnett Shores. Outside of financial advising, he works as a delivery driver for Uber Eats. 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 planning, combining proprietary research and third-party data to deliver detailed recommendations and ongoing advice.

John Sulyma is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at H. Beck, Inc. for eight years before joining LPL Financial in 2020. Sulyma is also a commissioned notary for the State of Rhode Island. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by various operational and research tools.

Ryan Gaumond is a financial advisor with Equitable Advisors holding Series 63 and Series 65 licenses and two years of industry experience. His previous roles included positions at Bank Newport and Josh Paradis. Outside of finance, he has experience working in landscaping and at a day camp. Equitable Advisors serves individual, corporate, pension, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party sponsors.

Mogahed Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for various financial matters including general investing, retirement planning, and preparing for unexpected expenses. Additionally, he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System and carries professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, he engages with clients by taking the time to identify what matters most to them and providing ongoing advice as their needs evolve. Outside of his professional work, Ibrahim is involved with the community organization Feed My Starving Children.