Matthew Sykes is a financial advisor at Edward Jones in Portsmouth, RI, holding a Series 66 designation with one year of industry experience. He previously worked for St. James's Place/REGENCY WEALTH LTD from 2018 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Domenic D'Errico Jr. is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at firms including Fidelity Brokerage Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Domenic is the owner and disc jockey of Hotel Freestyles LLC, where he plays music at events. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning relationships using firm-approved analytical tools and offers specialized programs including estate settlement and divorce planning.

Michael Meagher III is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Baystate Financial and has experience in construction through Meagher Construction. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer services.

Brian Megley is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Bellevue Financial LLC. He serves as chairperson of the Rhode Island Saltwater Anglers Association, a nonprofit organization. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a wide range of program structures and custodial relationships across its network of more than 10,000 advisors and approximately 800,000 clients.

Jennifer Vaughn is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for eight years and at Target for two years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Harold Seidler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved with Harbor Lane, LLC, which manages a vacation rental property in Oak Bluffs, Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment analysis.

Kelsey Hyman is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 17 years of industry experience. Prior to joining Cetera in 2025, Hyman spent several years with Avantax entities and operates a tax preparation and consulting business serving individuals, small businesses, estates, and trusts. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Hannah Mcnomee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Dorothy Stanton is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2016. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Roseann Pinciotto is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Waddell & Reed Inc, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Laura Mc Dowell is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2013 in various capacities including Schwab Trust Bank and Charles Schwab Investment Advisory. Her background is exclusively with Charles Schwab affiliates. Outside of finance, she pursues singing and acting as a freelance activity. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated, multi-asset allocation approach and access to alternative investments.

Peter Darsch is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities for 15 years. Outside of his advisory work, he manages a family LLC supporting a vacation property and owns an LLC that handles administrative staffing and business expenses. 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, with planning engagements structured as annual, collaborative relationships focused on recommending investment strategies rather than specific product selections.

Peter Mcgeough is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked across multiple Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, National Association. Mcgeough serves on the advisory board of the Saints Lawrence University Hockey Alumni Association, helping and guiding student athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to individuals and institutional clients. The firm manages a broad range of assets and employs structured planning tools, including Monte Carlo simulations, to assist clients with financial planning.

Joseph Esposito is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and with MassMutual Life Insurance Company since 1972. In addition to his advisory role, he conducts insurance brokerage focused on the sale and service of insurance products and fixed annuities. 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 provides financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach that typically recommends investment categories rather than specific products.

Timothy Lynch is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the CFP® designation along with Series 63 and 65 licenses. He has seven years of industry experience, including roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to his financial career, he worked in the restaurant industry and at Saint Michael's College. Additionally, Lynch operates an independent insurance business selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative planning using firm-approved analytical tools and provides services including asset management and educational seminars.

Thomas Pippitt is a financial advisor with Ameriprise in Barrington, RI, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Palombo is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Citizens Securities, Inc. and has experience outside finance with roles at Iron Works Tavern and The Hope Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

John Alessandro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is a notary public in 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, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets under management.