Paul Provost is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was formerly employed by the Worcester Telegram & Gazette. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using advanced software tools and provides a range of programs including estate settlement and employer-sponsored planning.

Edward Quinn is a financial advisor with Mass Mutual Investors Services in West Warwick, Rhode Island. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2009, he has worked with Mass Mutual entities and also maintains a role as an insurance agent. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-oriented approaches and firm-approved analytical tools.

James Beaulieu is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018, following ten years at Jhfn Sii and 26 years at The Meriden Group Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms, employing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Ryan Gold is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of finance, he was involved with The Boys and Girls Club LNV for four years. 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 asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on their personal and plan information.

William De Mayo is a CFP® professional with five years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, having joined both firms in 2021. His prior experience includes roles at Commonwealth Financial Group, North Easton Savings Bank, and other organizations. Outside of his advisory work, he is an independent insurance agent and also works as an Instacart shopper and delivery person. 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 ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has been with Equitable Advisors since 2011, including during its prior iteration as Axa Advisors. Paradis is involved as president of the Steeple View Office Association and participates in the NFL Players Association Registered Player Financial Advisors Program. 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 through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms.

Anestis Diakopoulos is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. 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 utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and related services.

Daniel Pellegrino is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2011 to 2025 before joining Cetera Investment Advisers, LLC and Cetera Advisors, LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.

Gilbert Medeiros is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bank of America and has experience in diverse fields including the Eastern Poker Tour and teaching at Bristol Community College. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Vaughn is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at LPL Financial, Bank of America, and Merrill Lynch. In addition to his advisory role, he is associated with South County Financial Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and consulting to client goals and is known for its municipal advisory affiliation and customizable SIMPLE IRA Employer Advisory program.

Sarah Kendra is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. 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 and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrew Vittoria is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill, Bank of America, and The Prudential Insurance Company of America, and is also involved with Keller Williams Coastal, assisting clients in real estate transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to external asset managers, and non-securities services such as trust custody and insurance product sales.

Jamie Corcoran is a financial advisor with LPL Enterprise holding Series 63 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Fidelity, Bank of America, Merrill, and Strategic Advisers. He is also involved in a non-variable insurance business alongside his advisory work. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with discretionary authority granted for certain programs.

Michael Graziano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2009, including during the firm's prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Graziano serves as chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, participating in non-compensated community oversight and management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Alan Lao is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Waddell & Reed and Colonial Life. Outside of advising, he has been involved with restaurant businesses and a personal investment entity. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brendon Pierce is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, INC., SII, and MetLife Securities Inc. Pierce also operates an insurance brokerage as a sole proprietor, focusing on life, annuities, long-term care, and disability insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and access to third-party money managers.

Sean Travis is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of the Maplewood Independent Youth Baseball League, organizing events and coaching. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Jonathan Coleman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various financial roles, including at LPL Financial, Service One Credit Union, and People's Bank. Prior to his financial career, he held positions outside the industry, such as at Chick-Fil-A. 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-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data.

Karen Emma is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. She is also president of Universal Wealth Management, LLC, an insurance agency specializing in life, health, and Medicare products. Additionally, Karen serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes.