Anthony Kutsaftis is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Prudential Insurance Company of America since 2017 and was previously with Pruco Securities, LLC. Outside of his advisory role, he serves as an agent for Aquidneck Island Insurance, a property and casualty business founded by his father. 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, third-party asset manager access, and insurance product sales through affiliated entities.

Tyler Stone is a Financial Advisor at Merrill Lynch Wealth Management, where he has been developing investment strategies and providing tailored financial advice since 2015. He works with individuals, their families, and businesses to understand their short- and long-term financial objectives, focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily serves private equity and financial services partners, corporate executives, and medical professionals. Tyler holds a Bachelor's degree in Finance from the University of Rhode Island and the Chartered Financial Analyst® designation. He is also a Chartered Retirement Planning Counselor and a Personal Investment Advisor. He is a member of the CFA® Society of Stamford and the Association for Financial Professionals. Tyler splits his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. He participates in community service through volunteering with organizations including Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention.

Steven Packard is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Baseballism, Edward Jones, and World Financial Group. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment committee to construct diversified portfolios, with tax-aware and risk management strategies integrated into its approach.

Robert Beese is a ChFC® and holds a Series 66 license with 25 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has had a long tenure at Pioneer Financial Group since 2000. Outside of his advisory role, he owns A & E Investments, LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kimberly Holmes is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at MML Investors Services and The Harvest Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bradford Corbett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BankNewport, Santander Securities, Santander Bank, and TD Ameritrade. He serves as the head of the Sakonnet East Professional Center Condo Association, a community organization in Tiverton, RI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced research and operational tools.

Aaron Hurst is a financial advisor with Ameriprise in Warwick, RI, holding a Series 66 designation and seven years of industry experience. He previously worked for MetLife Investors Distribution Company for five years and has experience at Quidnessett Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual advice that incorporates tax-aware withdrawal strategies and Social Security options.

Michael Falcon is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His career includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as operating his own business, Falcons Financial & Tax Service Corp., since 2004. Falcon serves on the board of directors for St. Michaels Federal Credit Union, where he assists with operational strategies. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a large network of advisors through a multi-manager platform offering various investment strategies and program structures.

Jesse Rathier is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at LPL Enterprise LLC and Fidelity Investments. Outside of his advisory role, he is involved with Penrose Realty, where he provides mortgage and real estate services. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies and manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Martone is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Mass Mutual in 2017, he worked with Prudential Insurance Company of America and Pruco Securities. He also operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships using firm-approved tools and delivers written recommendations, with implementation being optional through separate brokerage or insurance arrangements.

Benjamin Castillo is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior roles include positions at Citizens Securities, Empower, Barnum Financial Group, and Fidelity. 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 to analyze client goals and deliver written recommendations.

Giancarlo Pannone is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Newport, RI, having previously worked at New England Professional Planning Group, Raymond James Financial Services, Bank of America, and Merrill. His background includes roles in both advisory and private banking services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning solutions.

Terence Glackin is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock/Beaulieu Financial Group. Outside of his advisory role, he serves as a sailing coach and boat manager in Newport, Rhode Island. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account strategies and retirement plan consulting.

Laurence McHugh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is also involved in non-variable insurance activities on a part-time basis. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad range of non-advisory financial services.

Declan Walmsley is a financial advisor affiliated with LPL Financial and holds the Series 66 designation. He has been with LPL Financial and Finn & Meehan Wealth Management since 2025. Walmsley has also held roles in various other organizations, including Safety Insurance and educational institutions such as Salve Regina University and Wheaton College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jaden Bauch is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses. Bauch has been with LPL Enterprise since 2026 and has prior experience in various roles including positions at Maine College of Art & Design and TruChoice Federal Credit Union. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, utilizing model-driven investment implementation and offering financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Stephen Fernandes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes multiple roles at Citizens Securities, Inc. and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

David Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Andre Freitas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he maintains ownership of a building company in Wakefield, Rhode Island. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Zamil is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.