Sarah Kendra is a financial advisor at Ameriprise with a Series 66 designation and 12 years of industry experience. She previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrew Vittoria is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill, Bank of America, and The Prudential Insurance Company of America, and is also involved with Keller Williams Coastal, assisting clients in real estate transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to external asset managers, and non-securities services such as trust custody and insurance product sales.

Jamie Corcoran is a financial advisor with Mass Mutual Investors Services based in Warwick, RI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Bank of America, Merrill, and Strategic Advisers LLC. MassMutual Investors Services, LLC is a broker-dealer and registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

Michael Graziano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2009, including during the firm's prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Graziano serves as chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, participating in non-compensated community oversight and management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Alan Lao is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Waddell & Reed and Colonial Life. Outside of advising, he has been involved with restaurant businesses and a personal investment entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Horn is a financial advisor with LPL Financial, holding a Series 66 designation and offering 20 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he coaches lacrosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools for advisers.

Brendon Pierce is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, SII, and MetLife Securities. Pierce operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, and disability insurance. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and provides access to third-party managers and proprietary investment strategies.

Sean Travis is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of the Maplewood Independent Youth Baseball League, organizing events and coaching. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Edmund Brock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is also a notary public. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.

Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

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 with Ameriprise in Warwick, RI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Boisclair also works as a client service specialist with Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.