Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Richard Beaulieu Jr. is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently affiliated with OSAIC and has prior experience at Royal Alliance Associates and Signator Investors. Outside of financial advising, he manages several LLCs related to yacht chartering and maritime businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across multiple asset classes.

Seth Hall is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America, Pruco Securities LLC, and has been involved with Community Care Alliance since 2018. Outside of advising, he participates in ridesharing through Lyft. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial services through advisory and brokerage channels, leveraging model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.

John Farmer is a CFP® with 28 years of industry experience, currently with LPL Financial. His work history includes extensive tenure at Citizens Securities, Inc. and roles at Bank Newport and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Proppe is a CFP® professional with 18 years of experience in the financial services industry. He has worked at UBS Financial Services Inc. for 14 years before joining LPL Financial, where he is currently based in Cranston, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with a variety of portfolio management options supported by in-house and third-party research.

David Ray is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory and brokerage channels.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group. 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 ongoing planning advice focused on retirement income strategies.

Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Oppenheimer & Co and Waddell & Reed, Inc. Fairbrothers operates Sardelli & Hutchinson Wealth Management as a DBA for his LPL business in West Warwick, RI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Gregg Cook Jr. is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and owned a hospitality business, Roccos Pub and Grub. He also spent four years at La Salle Academy High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates investment research, third-party data, and proprietary tools within a framework influenced by affiliated product partnerships.

Erik Holton is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Before joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 17 years. He also serves as an insurance agent offering individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using comprehensive analysis tools and maintains various event-driven planning programs including estate and employer-sponsored plans.

Ryan Meyer is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He serves on the board of the Narragansett Lions Club, a volunteer organization that raises funds for local charities and individuals. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios tailored to client needs.

Jason Silva is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Merrill, Bank of America, Santander Bank, and Citizen's Securities. He is based in East Greenwich, Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jameson Goff is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding a Series 66 designation and having two years of industry experience. Prior to his current role, he worked at Aflac and has experience at Providence College and The Wentworth Inn. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of investment and planning programs.

Kenneth Michin Jr. is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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, pension plans, corporations, and charitable organizations.

John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 registrations. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. 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 various technology-driven investment solutions.

Christopher Kyprianou is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2025 with prior experience at Pascoe Workforce Solution and several short-term roles. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to third-party asset management, combining these with brokerage and insurance products through an integrated platform.

Andrew Gallonio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include over two decades with Avantax entities and founding AV Gallonio & Co in 1977. Outside of advisory work, he owns and operates a tax preparation and accounting business and is an enrolled agent representing clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform supporting diverse investment strategies.

Michelle Caffrey is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of systematic methodologies and AI-driven research tools.

Michael Harrington Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates and Signator Investors, as well as John Hancock Mutual Life Insurance Co. Outside of his advisory work, Harrington has been a volleyball coach at Bishop Hendricken High School since 1994 and serves as a coach and director for the South County Junior Volleyball Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Ronald Kashmanian is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services 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, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.