Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Paul Aubin is a financial advisor at LPL Financial with 29 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating over a decade in those roles before joining LPL Financial in 2022. He holds the Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Caccia is a financial advisor with LPL Financial based in West Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in mortgage services at CrossCountry Mortgage, LLC and other mortgage firms from 2013 to 2019. He continues to maintain involvement with CrossCountry Mortgage as a mortgage professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Anthony Kutsaftis is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of Aquidneck Island Insurance, a property and casualty business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering advisory and brokerage services. The firm’s integrated platform combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated agencies.

Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

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 with LPL Financial. His work history includes extensive tenure at Citizens Securities, Inc. and roles at Bank Newport and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 credentials and has previously worked at Oppenheimer & Co and Waddell & Reed, Inc. Fairbrothers operates Sardelli & Hutchinson Wealth Management as a DBA for his LPL business in West Warwick, RI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Macdonald is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 16 years of industry experience. He has worked with MML Investors Services, LLC since 2017 and has also been affiliated with MassMutual Insurance Company since 2016. Outside of his advisory role, he serves as a board member for a sports official organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing technology-driven analysis and offering event-driven planning programs.

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 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Securities, Santander Bank, Citizens Bank, and Bank Newport. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

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, RI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he owns a photography business and a woodworking shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

William Gourd is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, a company in the pet treats sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial planning and portfolio management supported by proprietary research and capital market insights.