Darren De Angelis Jr. is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth, Inc., he held roles at Unishippers - Team Bennett, the University of Rhode Island, and Stop & Shop Supermarket Company. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a wide range of investment products on discretionary or non-discretionary bases.

Wesley Witcher is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at companies such as DoorDash, W.B. Mason Company Headquarters, and Johnson and Wales University. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Nicholas Ferrie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Quidnessett Country Club and the University of Tampa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide tailored recommendations.

Gregory Silva is a CFA® charterholder and holds a Series 63 license with 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years with LPL Financial and Webster Bank. He is based in Cranston, Rhode Island. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Molly Cardoso is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche services such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

William Gourd is a financial advisor with UBS Financial Services in East Greenwich, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at UBS since 2008 and was previously employed at Lehman Brothers Inc. in 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, providing input on the company’s strategic direction in the dog treat market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and model-based asset allocations.

Ryan Corry is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Based in Wakefield, RI, Corry serves a diverse client base through his firm. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Austin Coristine is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he is an independent insurance agent involved in the sales and service of life insurance, disability, long-term care, fixed annuities, 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Abbe Lassow is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is involved in management and strategic decision-making at SNE Operations, LLC, which supports the operational and financial aspects of her Ameriprise practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Henn is a financial advisor with Edward Jones in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cynthia Dean is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she works as a licensed paraplanner through SNE Operations LLC, assisting financial advisors with planning deliverables and client service activities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to create tax-efficient, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Cristian Witcher is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a floor sales associate at Brooks Brothers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels. The firm’s integrated platform includes adviser programs alongside sales of financial products such as insurance and collateralized lending.

Thomas Harkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2006, including its predecessor firm LINSCO/PRIVATE LEDGER CORP., totaling 20 years at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Nicholas Dilello Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 25 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked for Metlife Securities, Inc. for 16 years. He also serves as a trustee for a family trust and is a supervisory committee member for Coastal1 Credit Union, overseeing the integrity of the credit union's financials. Mass Mutual 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.

David Materne is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. Outside of his advisory role, Materne serves as president of the Hattie Ide Chaffee Nursing Home in Riverside, RI. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs through a large network of financial advisors.

Michele Prlich is a financial advisor with LPL Financial, holding Series 65, 63, and 66 licenses and having 22 years of industry experience. Her prior experience includes 13 years at Citigroup Global Markets and a current role at Webster Bank since 2021. 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 advisors. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Frank Giorgio IV is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Nordstrom Inc. In addition to his advisory work, he is involved in a food manufacturing business producing spaghetti sauce. 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.

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Insurance Company for 26 years and has been with Mass Mutual since 2016. Pelletier also operates as an independent insurance agent offering a range of insurance products including dental, disability, fixed annuities, life, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes, offering a variety of programs including estate-settlement and employer-sponsored planning.

William Martin is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for eight years before joining Ameriprise Financial Services Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools overseen by a dedicated team to deliver tailored retirement income advice.