Andrew Augustus is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at KPMG LLP, University of Massachusetts - Dartmouth, and Rail Explorers. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and consulting services.

Patrick O'Rourke is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has six years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2020, and prior positions with Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience as an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual 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, focusing on collaborative, annual planning engagements with clients.

Christian Evers is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked for MassMutual Life Insurance Company and operated a small business called CEC Clean Up. Christian also worked at the University of Rhode Island and has experience in retail and youth sports organizations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative client relationships and goal-based planning.

Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, 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 strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Erik Wilcox is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Securities, Inc, Morgan Stanley, and Edward Jones. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Katelyn Goodwin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co LLC for three years. Before entering finance, Goodwin held roles at Complex Media, Sony Music Entertainment, and other companies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Kevin Beaulieu is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 31 years at Signator Investors, Inc. prior to joining Osaic in 2018. Outside of his advisory role, Beaulieu is involved in a fixed life insurance brokerage and operates a sole proprietorship focused on life and health insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a range of programs from financial planning to third-party money manager solutions.

James Curran is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior experience includes over a decade at Morgan Stanley and its affiliates before joining Wells Fargo Advisors in 2014. In addition to his advisory role, he owns and operates OHANA Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations, with clients having the option to implement strategies through brokerage or advisory programs.

David Bogosian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes over a decade at Morgan Stanley in various capacities before joining Wells Fargo Clearing and subsequently Wells Fargo Advisors. He owns BOGOSIAN WEALTH MANAGEMENT, LLC and has a partial ownership interest in Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Justin Esposito is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history at Bank New York Mellon and Bank of America/US Trust. Outside of his advisory role, he is also engaged in insurance brokerage focusing on long-term care. 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 with a focus on collaborative, goal-based planning.

Daniel Humbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1991 and has accumulated over 33 years of experience in the financial services industry. Daniel serves as a Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is also the founder of HTP & Associates, through which he has provided tailored wealth management services since 1992. Daniel works closely with affluent families, corporate executives, professionals, and business owners to develop customized financial plans that incorporate investment management, retirement and education outlook analysis, insurance strategies, liability management, and trust and estate planning. His team leverages the resources of a large, knowledgeable support staff, managing approximately $1 billion in client assets and liabilities as of early 2020. This approach combines the personalized attention of a boutique setting with the extensive capabilities of a global investment bank. He holds a bachelor's degree from Hofstra University and is affiliated with Merrill Lynch. Daniel is involved in his local community and pursues personal interests including football, golfing, hiking, skiing, swimming, and spending time with his family.

Eric Gunness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining LPL Financial in 2006. Outside of his advisory work, he is involved in creative pursuits including music and art, and teaches financial literacy through community organizations and churches. He also volunteers as a middle school track coach and supports local groups addressing violence reduction. 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 diverse advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Kyle Setzer is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has three years of industry experience and has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2023. Outside of his advisory role, he is also licensed as an insurance broker 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 that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and tools, with additional asset- and event-driven planning programs.

Joshua Woerdeman is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he owns Avspresso Roasters, an online coffee sales and dropshipping business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tracy Cahill is a financial advisor with Equitable Advisors in Warwick, RI, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014 and was previously associated with AXA Advisors, LLC for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs that incorporate both proprietary and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Matthew Gough is a financial advisor with Edward Jones in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Amica from 2015 to 2016. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ryan Melucci is a financial advisor with LPL Financial in Warwick, RI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2015, following a brief tenure at Merrill in the same year. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory capabilities with extensive non-advisory financial services.

David Gioffreda is a financial advisor at Ameriprise with 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Metro East Condominium Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Jack Patten is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and having seven years of industry experience. His prior experience includes roles at Berling & Associates LLC, Barnum Financial Group, Fidelity Investments, and Iona College. In addition to his advisory work, he is also active as an insurance agent offering individual and group life, health, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Christopher Dandeneau is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he officiates high school basketball games in Rhode Island. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutions through a network of investment adviser representatives. Their investment approach is primarily model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.