Taylor Cann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, Cann worked at Waddell & Reed and various insurance carriers. Outside of advising, Cann is involved in several bookkeeping and office management roles across multiple small businesses. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory and brokerage services supported by research and diversified investment strategies.

Rebecca Abbatamarco Boisclair is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved as a client service specialist at Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, working alongside advisors like Boisclair to support clients’ retirement income strategies.

Erik Johnson is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked with firms including Pioneer Financial Group and Securian Financial Services Inc. Outside of his advisory role, he serves as president of the Boys and Girls Club of New Bedford and is an elected board member of the Town of Dartmouth Council on Aging. Johnson also creates children's music and operates a tax entity for personal purposes. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party money managers.

Gary Garofalo is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc, Viti Mercedes-Benz, and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trading.

Matthew Capozzi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at New York Life, Fidelity Investments, and Citizens Bank, as well as work outside finance in the retail and food service sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing annual advice focused on income and tax strategies.

Eric Majewski is a CFP® professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Securities, Spire Investment Partners, and Merrill. Majewski also engages in non-variable insurance sales, including term life and fixed annuities. 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 of advisers. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Richard Buckley is a financial advisor with LPL Financial in Cranston, Rhode Island, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including nine years with Merrill and Bank of America. He is also associated with Webster Bank and offers investment products and services under the trade name Webster Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.

Caroline Dunn Packer is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2020. Her background includes roles at American Eagle Outfitters and the University of New Hampshire. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials. He has experience at BNY Mellon and Sports Info Solutions prior to joining MassMutual Life Insurance Company in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including recent additions like Divorce Planning and estate-settlement services.

Nathan Schmitt is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Webber Advisors and a period as a student at Pennsylvania State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through a structured recommendation process and ongoing advice.

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. Equitable Advisors serves a diverse 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 both proprietary and third-party investment solutions.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Michael Abramo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Martin Lasky is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

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.

Chris Libutti is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, Rhode Island. 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 written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

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.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.