David Malatesta is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions with Remedy 180 and various Voya entities. Outside of his advisory work, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice through multiple program structures and primarily operates non-discretionary client relationships.

Zack Thompson is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Johnston, RI, with one year of industry experience. Prior to joining Citizens Securities, he worked at the University of Rhode Island and held positions in retail and food service. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Kenneth Roque is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, KeyBank, AXA Advisors LLC, and JPMorgan Chase Bank. Roque also serves as a finance officer in the New York United States National Guard, where he is the detachment executive officer in charge of 30 soldiers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms as well as a managed account program, and operates as a broker-dealer and insurance agency.

Sean Reilly is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Gather Wealth Management, and has held positions at Morgan Stanley and Morgan Stanley Private Bank. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Anthony Mc Gill is a financial advisor with Empower Advisory Group in Providence, RI, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his advisory role, he worked three years at Duffys Sports Bar and Grill and has been involved with the United States Soccer Federation since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

Raymond Perry is a financial advisor at OSAIC Institutions, INC. with 52 years of industry experience. He holds the ChFC® designation and Series 63 license. Perry has worked at Infinex Investments, Inc. and Jewett City Savings Bank since 2004. He also serves as an instructor at a state preparatory insurance license school operated by the Rhode Island Society of Financial Service Professionals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending, and cash-management options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Brian Riordan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Prior to his financial services career, he held roles at Bryant University, including in the Office of Student Affairs. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Lori Corriveau is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Advisors Financial Network LLC for 13 years. Outside of finance, she was the owner of a family-owned farm, Little Dipper Farm, which hosted seasonal events and sold fresh produce, and she serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm uses a fiduciary standard in its advisory services and offers both model and customized portfolio management under client-approved investment policies.

Connor Donnelly is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. His responsibilities include understanding clients' priorities and retirement expectations to support their financial planning needs. Connor collaborates with clients to develop personalized financial plans, implement appropriate strategies, and make adjustments as their circumstances evolve. Connor's experience at Fidelity Investments spans several roles, including Investment Solutions Representative II (2025-2026), Investment Solution Representative I (2024-2025), and Customer Relationship Advocate (2022-2024). This progression reflects his accumulated expertise in investment solutions and client relationship management. Outside of his professional work, Connor enjoys attending concerts, hiking, and traveling.

Jeremiah Figueroa is a Financial Advisor with Merrill Lynch Wealth Management, based in Providence, Rhode Island. He provides financial planning services tailored to individuals, families, and business owners by leveraging the resources of Bank of America and Merrill. His areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Jeremiah is licensed in several states and operates within Merrill Lynch Wealth Management's line of business. Jeremiah holds a Bachelor's Degree from the Massachusetts College of Liberal Arts and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish. Outside of his professional activities, Jeremiah is involved in his community through Awakening Church and enjoys basketball, biking, fishing, hunting, spending time with his family, and traveling.

Lili Trudeau is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Nicholas Pellechio is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash, Robert Half, TEK Systems, and the University of Rhode Island. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Bennett Hicks is a financial advisor with Fidelity Investments in Smithfield, RI. He holds Series 66 and Series 63 credentials and has one year of industry experience. Outside of his advisory role, he serves as a Level 1 referee for USA Hockey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, serving both discretionary and non-discretionary investment needs.

Carrie Mcpherson is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 10 years before joining Ameriprise in 2018. She serves on the Board of Directors for Sojourner House, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Brough is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Investments since 2025 and with FIDELITY Brokerage Services LLC since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He transitioned into financial advising after a career as an engineer in the automotive and aerospace & defense industries. Erik applies engineering principles such as system analysis, evaluating tradeoffs, and planning for uncertainty to help clients achieve their financial goals in a structured and thoughtful way. He specializes in assisting executives, STEM professionals, business owners, and families with complex financial decisions. His areas of focus include executive compensation planning, tax-efficient strategies, equity compensation and concentrated stock planning, business exit strategy, retirement planning, and multi-generational wealth and legacy planning. His clientele often face decisions related to executive compensation, equity awards, stock positions, tax planning, retirement, business ownership, and legacy considerations. Erik holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Science in German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He remains active in professional communities as a member of the German American Business Council of Boston and the Tau Beta Pi Engineering Honor Society.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Benjamin Tuck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held positions at Whole Foods Market, SOLGUD Robotics, Lowes, and worked at UMASS Amherst and UMASS Lowell. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Brow is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Granite Links and has held various positions including employment at a semi-private golf club where he tended bar during events. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paolo Catucci is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Bank of America and Merrill, as well as work outside the financial sector at Parkside Restaurant and Republic Services Group. He also serves on the finance committee of the Woman's Resource Center in Newport, Rhode Island, where he contributes to audit readiness, compliance, and the development of the Investment Policy Statement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.