Joseph Matoney is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with several firms, including Avantax and Pacific Life, and manages Matoney Tax & Financial, which provides tax preparation and accounting services. In addition to his advisory role, Matoney is involved with Roberto & Hines LLC, a family-owned business that manages office property rental. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting numerous advisors and managing over $256 billion in assets.

Andrea Tremblay is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones in various capacities since 2014. Outside of her advisory role, she has assisted with clerical work related to used auto part resale, managing databases and marketing for a small business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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 with Ameriprise in Providence, RI, holding Series 63 and Series 65 licenses. He joined Ameriprise in 2024 and has prior experience at firms including LK Goodwin, Daves, and Bonnett Shores. Outside of his advisory role, he works as a delivery driver for Uber Eats. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

John Sulyma is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at H. Beck, Inc. from 2012 to 2020. He is also a notary public in the State of Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Gaumond is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 65 and Series 63 licenses. He has two years of industry experience, including roles at Equitable Advisors and Bank Newport. Prior to his financial services career, he worked at Stano's Landscaping and Gaumond's Auto Body. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Neal Borges is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 1993 in various capacities. Outside of his advisory role, he is a consultant and member of Vertical Dimension, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

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.

Robert Ashegh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, Huang worked at PRUCO Securities, LLC and was involved in the seafood industry through Endeavor Seafood LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Nathan Richard is a financial advisor at Ameriprise with 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Nathan is also a notary. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Pavao is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and The Prudential Insurance Company of America. His background includes roles in financial services as well as a position at Trinity Academy for the Performing Arts. MassMutual Investors Services, LLC 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, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

L Inda Lombari is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley and T.D. Bank. Lombari holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Molly Rambo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. She previously worked with the Life Is Good Kids Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Julianne Joly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her previous roles include positions at Janney Montgomery Scott, Morgan Stanley, and LPL Financial. She is also the owner of Ballast Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Roche is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2025. Prior to joining OSAIC, he spent 24 years with Lincoln Financial Advisors Corporation. He is involved in insurance sales and acts as a trustee for a family irrevocable income trust. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing firm-provided asset allocation tools and third-party solutions.

Paul Di Palma is a financial advisor with Ameriprise in N Kingstown, RI, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. His other business activities include ownership of a business entity used for administrative purposes related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ronda Warrener is a CFP®-certified financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she is involved in managing rental properties in Rhode Island. 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 through a large network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mathew Degroff is a financial advisor at MassMutual Investors Services with 10 years of industry experience and holds the CFP® and Series 66 credentials. His prior work includes positions at MassMutual Life Insurance Company and MetLife. Outside of advisory roles, he is involved in administrative management through a partnership in an office management corporation and works as an agent assisting clients with life settlements. MassMutual Investors Services operates as 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, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Barbara Delponte is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill, Ameriprise Financial Services, Transamerica, Barrett & Company, and Amazon before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.