Michael Keating is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Keating serves on the Finance Committee of the Ida Lewis Yacht Club in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jacob Carlisle is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in wealth management, life insurance, and investment management roles. Outside of financial services, he is involved with DoorDash as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers.

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, he was employed at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Gina Riccardi is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved as an employee in Riccardi's Restaurant, a restaurant and bar in Fairhaven, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad retail and institutional investment options.

Kristen Dalton is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to help clients develop financial plans.

Abidemi Payne is a financial advisor with LPL Enterprise holding a Series 66 designation and eight years of industry experience. Their prior work includes roles at Merrill, Bank of America, and The Prudential Insurance Company of America. Outside of advising, Payne owns an event management and decoration business and is involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Schultz is a financial advisor with Ameriprise in North Kingstown, RI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience in the restaurant and education sectors. Before becoming an advisor, he worked at Greenwich Bay Oyster Bar and Gregg's Restaurants & Taverns, as well as the North Kingstown School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Zachary Rucki is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America and Eastconn, among others. Merrill, along 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 clients, pension plans, corporations, and charitable organizations.

Todd Camp is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Before entering the financial industry, he worked in the hospitality and retail sectors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Benjamin Fernandez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with LPL Financial since 2013. Fernandez also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to 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 advisors with operational and research tools.

Peter Gobis III is a financial advisor at Edward Jones in East Greenwich, RI, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to Edward Jones, he worked at Everflow Supplies, Inc., Accudynamics, and operated Gobis Consulting Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Matthew Rick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at TD Bank, Bank of America Merrill, and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Denise Roberts is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and research.

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. MassMutual 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, with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

Craig Rushworth is a financial advisor with MassMutual Investors Services holding Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Amazon, Merrill Lynch, Fidelity Investments, and teaching positions at Rhode Island College and the Community College of Rhode Island. He also has ongoing involvement with Wrights' Farm Restaurant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs, including divorce and estate-settlement planning, and educational seminars as part of its comprehensive service offerings.

Brennan Piemonte is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also serves in the U.S. Coast Guard, where he is involved in search and rescue, law enforcement, and training activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Walter Casagrande is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in New York City, where he has been practicing since 2005. He specializes in family wealth management strategies, liquidity management, and portfolio management services. Walter emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals and needs to develop a personalized financial strategy. Walter holds a Bachelor's Degree from Drexel University and is recognized as a Personal Investment Advisor (PIA). He leverages the investment insights of Merrill Lynch Wealth Management along with the banking and lending solutions of Bank of America to provide clients with integrated financial services. In addition to his professional responsibilities, Walter participates in community activities through volunteering, including work with SOS Animal Rescue. Outside of his professional life, Walter enjoys biking, football, golfing, ice hockey, skiing, traveling, watching movies, and spending time with his family.

Jonathan Pelletier is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Johnson & Wales University, Holy Trinity Parish, and North Smithfield School District. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Jeremy Seidman is a financial advisor with UBS Financial Services who holds Series 65 and Series 66 credentials and has 23 years of industry experience. He worked at Credit Suisse Securities from 2008 to 2015 before joining UBS in 2015. Outside of his advisory role, he serves on the Board of Directors for the MIT Sloan Boston Alumni Association, where he also chairs the annual MIT CFO Summit, and he is a board member of Coaching4Change, a nonprofit focused on empowering and employing teenagers through coaching, literacy, and leadership programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial planning, portfolio management, and capital markets services.

Nicholas Manning is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is also the owner of ANGyL Services, LLC. In addition, he has a decade of employment experience at the Naval Undersea Warfare Center. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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 participation in wrap programs.