Gerald Nissly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 56 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years and Wells Fargo Clearing for one year before joining LPL Financial in 2008. In addition to his advisory role, he is a notary public based in Danbury, Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advanced research tools and a large network of investment adviser representatives.

Christopher Barclay is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Brian Blackerby is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at HSBC Private Bank and HSBC SECURITIES (USA) Inc. from 2013 to 2020. Ameriprise Financial Services is a large institution serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes an internal committee and algorithmic tools to provide tailored recommendations within a defined investment framework.

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments from 2016 to 2025. His other business activities include involvement in non-variable insurance services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Jessica Nelson is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Spencer Seitz is a financial advisor with Ameriprise in Uncasville, CT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Seitz serves on the Board of Directors for the Fishermans Viability Trust, a nonprofit focused on mitigating damage to the local fishing community attributed to windmill developments. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic automation in its recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Ricci is a financial advisor with Ameriprise, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Prior to joining Ameriprise, he worked for the Cranston Police Department for nine years. He is also the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise Financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, utilizing a combination of internal research, third-party data, and algorithmic tools.

John Damiano is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise Financial Services for 10 years. In addition to his advisory work, he owns CPA and tax consulting businesses in Warwick, RI. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.

John Soucy is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial and Webster Investment Services Inc. Outside of his advisory work, he is the owner of a short-term vacation rental business. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Charles Kelly is a ChFC® with 41 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Cetera Advisors LLC, Investors Capital Corp., OSAIC Services, Inc., Mutual Service Corporation, and Eastern Point Advisors Inc. He is based in Barrington, RI. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Taylor Fiore Chettiar is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at Taxpros & Realty Group and Tricia Fiore CPA LLC, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Arthur Colello is a financial advisor with Cetera who holds the ChFC® designation and has 39 years of industry experience. He has worked with firms including Pioneer Financial Group, where he has served as president since 1999, and Securian Financial Services. Outside of advising, he is a majority shareholder of Elite Brokerage Services Inc., an insurance services firm, and serves on the advisory board of Metroeast Office Condominium I Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Ethan Narducci is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at UPS, The Home Depot, Dunkin, and worked in education and community settings including Merrimack College, Saint Philip Church, and Bishop Hendricken High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Farrelly is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and two years of industry experience. His prior experience includes roles at Barnum Financial Group and MassMutual Life Insurance Company. He also spent time as a full-time student and has experience working with United Parking LLC and the University of Maine Business School. MassMutual Investors Services operates as 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 employs collaborative, annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Claire Moscrop is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, she held roles at Securian Financial Services Inc, Pioneer Financial Group, Minnesota Life Insurance Company, and operated Claire Moscrop Nutrition from 2013 to 2020. She also has experience with Island Investments. 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 services including financial planning, model portfolio programs, and institutional platforms, with advisory support delivered through a large network of investment adviser representatives.

William Conlan is a Series 66 licensed financial advisor with Merrill in North Kingstown, RI, with one year of industry experience. His prior work includes positions at Bank of America, Citizens Bank, and Bryant University. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Mark Stephenson is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at MetLife Securities from 2012 to 2017 and has been with Mass Mutual since 2016. Outside of his advisory role, he works as an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability insurance. MassMutual 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 ongoing, collaborative financial planning engagements using firm-approved software and educational seminars.

Donald Masseur is a financial advisor with Ameriprise in Kingston, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business operations as COO and CFO of SNE Operations, LLC, which provides financial planning and managed account support services. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

John Nardone is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Thomas De Nicola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. 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 retirement income planning advice focused on income sources and tax-aware withdrawal strategies.