Kirsten Bagaglia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Commonwealth Financial Network since 2018 and has prior experience with Citizens Securities Inc. and BankRI Investment Services. Bagaglia also conducts fixed insurance sales, dedicating a small portion of her time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients with about $212.7 billion in assets under management. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Oliveri is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Bank of America, Merrill, and Santander Bank and Securities. 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 program and managed accounts.

Joseph Lagner is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Santander Securities, among other firms. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Ryan Pinto is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, Pinto coaches youth baseball as both a little league coach and head coach for the Ocean States SnapDragons. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

William Vanech is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Oppenheimer since 2010 and previously held roles at Morgan Stanley and its affiliated entities between 2002 and 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Talia Lazaro Simpson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at People's Securities, Inc. and People's United Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a managed account program.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. in Lincoln, Rhode Island, holding Series 63 and Series 65 credentials and having 23 years of industry experience. His career includes roles at VOYA Financial and its affiliates beginning in 2010, as well as five years at Remedy 180. 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 individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, often providing non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Zack Thompson is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Rhode Island and Home Depot. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

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 notable firms including Merrill and JPMorgan Chase Bank. Roque also serves in the New York United States National Guard as a Finance Officer in a leadership role overseeing 30 soldiers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a managed account program, with a significant portion of its business conducted on a commission basis.

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.

Brian Riordan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Lori Corriveau is a financial advisor with TIAA-CREF in Providence, RI, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and was the owner of Little Dipper Farm, a family-owned seasonal farm that hosted events and operated a market selling fresh produce. Corriveau also serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and offers a range of portfolio options, including model and customized portfolios managed under fiduciary standards.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

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 at Fidelity Investments with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Parsons Capital Management and Cheetah Capital, as well as service as a Level 1 referee for USA Hockey. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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.