Ryan Meyer is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He serves on the board of the Narragansett Lions Club, a volunteer organization that raises funds for local charities and individuals. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios tailored to client needs.

Jason Silva is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Merrill, Bank of America, Santander Bank, and Citizen's Securities. He is based in East Greenwich, Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jameson Goff is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding a Series 66 designation and having two years of industry experience. Prior to his current role, he worked at Aflac and has experience at Providence College and The Wentworth Inn. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of investment and planning programs.

Jason Platt is a CFP® with 16 years of experience currently advising clients at Ameriprise. His prior experience includes roles at Citizens Securities, Bank of America, Merrill, Santander Securities, LPL Financial, Mariner, and New England Securities. He serves on the Board of Directors for The SISU Advantage. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kenneth Michin Jr. is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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, pension plans, corporations, and charitable organizations.

Christy Cihat is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2013. Prior to her advisory role, she spent ten years at TJ Maxx in a customer service position. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Kyprianou is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation. He has been with LPL Enterprise since 2025, with intermittent employment in other roles prior to that. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated insurance and trust services.

Michelle Caffrey is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of systematic methodologies and AI-driven research tools.

Sean Bove is a financial advisor with OSAIC in Barrington, RI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Sii from 2009 to 2018 before joining OSAIC in 2018. He is involved with Innovative Wealth Team, LLC, where he leads sales and marketing efforts related to securities, investment advisory, and insurance products, and serves on the advisory council of MH Retail Holdings LLC focusing on technology and process improvements. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary accounts.

Michael Harrington Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates and Signator Investors, as well as John Hancock Mutual Life Insurance Co. Outside of his advisory work, Harrington has been a volleyball coach at Bishop Hendricken High School since 1994 and serves as a coach and director for the South County Junior Volleyball Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Ronald Kashmanian is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

John Leary is a CFP® professional with 30 years of industry experience and has been with Edward Jones since 2003. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as Chair of the Board of Management for the Bayside YMCA, representing the local branch on the Greater Providence YMCA board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Wesley Witcher is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience. His prior work history includes roles at IRA Green Inc, W.B. Mason Company Headquarters, and Johnson and Wales University among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

Ian Devine is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Davin and Kesler, Inc in 2018. Devine has also served in the Rhode Island Air National Guard since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

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.

Randal Poirier, ChFC, is a financial planner with OSAIC in Newport, RI, with 28 years of industry experience. He worked for John Hancock Mutual Life Insurance Company and Signator Investors, Inc. for 21 years before joining OSAIC in 2018. He also owns and operates a sole proprietorship as an insurance broker and uses the marketing name Independence Financial Partners for his financial planning practice. OSAIC serves a wide range of retail and institutional clients, including individuals, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs a diversified investment approach with tools such as asset-allocation models, risk assessments, and automated rebalancing, managing portfolios across multiple asset classes on both discretionary and non-discretionary bases.

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.