Jonathan Coleman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various financial roles, including at LPL Financial, Service One Credit Union, and People's Bank. Prior to his financial career, he held positions outside the industry, such as at Chick-Fil-A. 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 a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data.

Samantha Seitz Elsing is a financial advisor with Ameriprise in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Michael Toole is a CFP® with 13 years of industry experience, currently serving at Cetera. He has held roles at Everly Rose Financial, LLC, which he owns and operates, focusing on expense management related to his securities business. His prior experience includes positions at Pioneer Financial Group and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ryan Purdy is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to joining MassMutual and MML Investors Services in 2025, he worked in roles outside the financial industry, including three years at Ocean House Marina and six years at Captain Jacks. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analysis tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Guy Rizzo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president and board member of the Mariner Square Condominium Association and is a notary public in Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Taylor Cann is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed and various insurance agencies. Outside of advising, Cann is involved in multiple small business ventures where he primarily serves as a bookkeeper and office manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party resources across discretionary and non-discretionary strategies.

Rebecca Abbatamarco Boisclair is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved as a client service specialist at Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, working alongside advisors like Boisclair to support clients’ retirement income strategies.

Erik Johnson is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked with firms including Pioneer Financial Group and Securian Financial Services Inc. Outside of his advisory role, he serves as president of the Boys and Girls Club of New Bedford and is an elected board member of the Town of Dartmouth Council on Aging. Johnson also creates children's music and operates a tax entity for personal purposes. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party money managers.

Patrick Galligan is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. He has been with Merrill since 2017 and previously worked at Valley Associates INC and Bank of America, N.A. Outside of his advising role, Galligan serves as a referee and official for youth and young adult hockey games under USA Hockey. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Matthew Capozzi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at New York Life, Fidelity Investments, and Citizens Bank, as well as work outside finance in the retail and food service sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing annual advice focused on income and tax strategies.

Eric Majewski is a CFP® professional with 26 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Lincoln Financial Securities, Spire Investment Partners, Merrill, and Banc of America Investment Services. Majewski also sells term life insurance and fixed annuities as part of his practice. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Caroline Dunn Packer is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2020. Her background includes roles at American Eagle Outfitters and the University of New Hampshire. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials. He has experience at BNY Mellon and Sports Info Solutions prior to joining MassMutual Life Insurance Company in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including recent additions like Divorce Planning and estate-settlement services.

Christopher Yalanis is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Yalanis serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee for the Boys & Girls Club of Newport County. 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 products and bank deposit sweep options among its investment menu.

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Crook is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ian Gerrior is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 14 years at Sii. Outside of his advisory role, he owns Aquidneck Wealth Management and operates a woodworking business called Fogland Woodworks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Martin Lasky is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in real estate rental activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.