Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

John Alessandro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he serves as a notary public in the state of Rhode Island. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at various insurance carriers for W&R Insurance Agencies, Waddell and Reed, Inc., Ameriprise Financial Services, Inc., and Kj Designs and Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Carlos Oliveira is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 15 years with Cambridge Investment Research Advisors. Outside of his advisory role, he also works as an independent insurance agent selling life, fixed annuity, long-term care, and disability products. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Michael Sullivan is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Marcin Krolikowski is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii. In addition to his advisory role, Krolikowski is an associate professor at Providence College and serves as vice president and secretary of the CFA Society Providence. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with a multi-platform approach that incorporates asset allocation tools, risk assessment, and access to third-party managers.

Gregory Fater is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Northwestern Mutual and spent twelve years at DePuy Synthes. He has a minority ownership interest in a family property LLC based in Newport, Rhode Island. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Quillen is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. His activities include providing non-variable insurance products such as fixed life and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Eric Brown is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at AXA Advisors, LLC, Nike, and a position at Anthony J's Bistro. He has been with Fidelity Brokerage Services LLC since 2021 and Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory activities with multiple registered investment companies.

Emily Shea is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with additional professional experience in advertising and other industries prior to joining the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Nathan Falso is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Wells Fargo Clearing Services LLC, Clarfeld, and Citizens Securities Inc. Outside of his advisory work, he is involved in managing rental real estate in Warwick, Rhode Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Darcy Coyle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. Coyle has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Vivian Couto is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she operates an online business selling jewelry on eBay under the name Pewter Me This. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies.

Brian Fuller is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and is also involved with Pioneer Financial Group as a financial advisor. Outside of his advisory role, Fuller works as a sales associate for Rhode Runner Inc., a retail business specializing in running footwear and apparel. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Elisabeth Hickox is a financial advisor with OSAIC in Newport, RI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at JHFN SII. Outside of her advisory roles, she coaches endurance sports for amateur athletes through her sole proprietorship, Core Endurance Coaching. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios tailored to client needs.

Scott Blair is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment committee insights.

Daniel Dehoney is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he is the owner of The DeHoney Group, a financial planning business, and contributes pro bono work to the Angel Foundation’s Financial Cancer Care program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Frazier is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for six years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in modeling on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives, offering various advisory programs and financial planning services.

Dawn Nahrgang is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory work, she serves as a Mental Health Counselor Intern at the Comprehensive Community Action Program as part of her practicum toward a master's degree. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.