Derek Dipetrillo is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2011, following a one-year tenure at USAA Investment Services Company. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Anderson is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2020. Between 2016 and 2019, he focused on caring for a family member. Outside of his advisory role, Ian is co-owner and advisor at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Richard Strout is a CFP® with 12 years of industry experience, currently an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Fidelity Investments Institutional Services Company, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Evans is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, Bloe held positions at Santander Securities, Santander Bank, and Citizens Bank. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers model-driven investment management, financial planning, and access to third-party asset managers, while also providing brokerage and insurance product services through affiliated entities.

Thomas Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Cambridge since 2012 and previously held roles at Cantella & Co., Inc., Brecek & Young Advisors, Inc., and Compass Capital Corporation. Outside of advisory work, Manning serves as treasurer and part-owner of a land development company involved in residential lot development. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary management solutions, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Ernest Lacroix is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2023, he worked at Achieve Financial Solutions LLC, F2 Strategy, Starburst Labs/Wealthbox CRM, XML Financial Group, and FI Services Holdings, LLC. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Stephen Senteio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Middletown, Rhode Island. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nanette Blish is a financial advisor at Cetera with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Investors Capital Corp. She has been with Cetera and its affiliates since 2012. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform combining affiliated and third-party strategies.

Eric Chaves is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked for BNY Mellon from 2010 to 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Joseph Matoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He manages Matoney Tax & Financial, a tax preparation and accounting firm he has been involved with since 2003. Matoney also serves as a manager and owner of Roberto & Hines LLC, overseeing property-related responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a wide range of investment programs and oversees more than $256 billion in assets with a nationwide network of over 10,000 advisors.

Colin Roberts III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and access to extensive investment resources.

Jonathan Deangelis is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LK Goodwin, Daves, and Bonnett Shores. Outside of financial advising, he works as a delivery driver for Uber Eats. 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 planning, combining proprietary research and third-party data to deliver detailed recommendations and ongoing advice.

John Sulyma is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at H. Beck, Inc. for eight years before joining LPL Financial in 2020. Sulyma is also a commissioned notary for the State of Rhode Island. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by various operational and research tools.

Ryan Gaumond is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at Bank Newport and has experience in various roles including at Salve Regina University and Gaumond's Auto Body. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives to match clients with advisory program models or discretionary managers, relying heavily on third-party asset managers and sponsored advisory programs.

Mogahed Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for various financial matters including general investing, retirement planning, and preparing for unexpected expenses. Additionally, he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System and carries professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, he engages with clients by taking the time to identify what matters most to them and providing ongoing advice as their needs evolve. Outside of his professional work, Ibrahim is involved with the community organization Feed My Starving Children.

Mary Quackenbush is a financial advisor with LPL Financial in Coventry, RI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked previously at Next Financial Group Inc and NMQ, Inc., and is also involved in tax preparation and accounting through Victor Moffitt and Co., where she has served since 1997. Additionally, she holds a notary commission. 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 advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Ashegh is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services using various portfolio strategies and operates multiple financial platforms.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Cheng worked at PRUCO Securities, LLC for one year and spent eight years at Endeavor Seafood LLC. Outside of advising, Cheng is involved in a real estate rental business in Winsted, Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap fee program.

Kathryn Windsor is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Adler Pollock & Sheehan P.C. for four years and McLaughlinQuinn LLC for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.