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.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.

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.

Jaime Barnes is a financial advisor with Ameriprise in Westport, MA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Barnes serves as Treasurer on the Board of Directors for Friends Academy, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Travis Kessock is a CFP® certificant with 22 years of industry experience and has been with Edward Jones since 2003. He is based in North Dartmouth, MA, and holds Series 63 and Series 66 registrations. Outside of his advisory role, Kessock is involved as a partner and informal advisor in a restaurant group and related investment entities in Foxboro, MA. 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 supported by a large nationwide network of advisors and branch offices.

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.

Linda Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors, Voya Financial Partners, and New York Life Investment Management. She also maintains a role with Rockland Trust Company. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Derek Varao is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has held positions at Avantax and 1st Global Advisors and has operated a tax practice, The Tax Consultants Inc., in Fall River, MA, for more than two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.