Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, RI. 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 strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Rosieva Ashong Katai is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Erik Wilcox is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Citizens Securities, Inc. from 2014 to 2022. He is also involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

John Cerilli is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including LPL Financial, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he operates as an independent insurance agent specializing in personal insurance products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and alternative investment options.

Kyle Cavanaugh is a financial advisor with Merrill, holding a Series 66 designation and based in Riverside, Rhode Island. He has been with Merrill since 2021 and has prior experience working at Verizon Wireless Zone and NBC Universal. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kevin Beaulieu is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he worked for Signator Investors, Inc. for 31 years. Beaulieu operates a fixed life insurance brokerage and a life and health insurance sole proprietorship. Osaic Wealth, Inc. serves a wide range of clients including retail investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset allocation tools, risk-tolerance questionnaires, and access to third-party money managers, offering portfolios that include a variety of investment types managed on both discretionary and non-discretionary bases.

Alex Beauregard is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 licenses. He has 11 years of industry experience, all with Merrill since 2015, and has concurrently worked with Market Basket since 2014. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Delva is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Amazon, as well as academic involvement at the University of Rhode Island. Delva has been affiliated with Merrill since 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party management with various asset allocation approaches.

Thomas Bryan is a financial advisor with Ameriprise in Rumford, RI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Seth Juarez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Citizens Bank, Aramark, and Walt Disney World. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Smith is a financial advisor with Primerica Advisors in Smithfield, RI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1999 and has maintained self-employment since 1976. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

David Bogosian is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo and its affiliates since 2011. Bogosian is also involved in independent wealth management through his ownership interests in Bogosian Wealth Management, LLC, and Coastal Capital, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Justin Esposito is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history at Bank New York Mellon and Bank of America/US Trust. Outside of his advisory role, he is also engaged in insurance brokerage focusing on long-term care. 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 with a focus on collaborative, goal-based planning.

Daniel Humbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1991 and has accumulated over 33 years of experience in the financial services industry. Daniel serves as a Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is also the founder of HTP & Associates, through which he has provided tailored wealth management services since 1992. Daniel works closely with affluent families, corporate executives, professionals, and business owners to develop customized financial plans that incorporate investment management, retirement and education outlook analysis, insurance strategies, liability management, and trust and estate planning. His team leverages the resources of a large, knowledgeable support staff, managing approximately $1 billion in client assets and liabilities as of early 2020. This approach combines the personalized attention of a boutique setting with the extensive capabilities of a global investment bank. He holds a bachelor's degree from Hofstra University and is affiliated with Merrill Lynch. Daniel is involved in his local community and pursues personal interests including football, golfing, hiking, skiing, swimming, and spending time with his family.

Eric Gunness is a financial advisor with LPL Financial in Warren, Rhode Island, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in creative work including music, art, and literature, and also teaches financial literacy through churches, artist groups, and community organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by LPL Research and third-party resources.

Elizabeth Welshman is a Series 66 licensed financial advisor with Merrill in Riverside, Rhode Island, where she has worked since 2016. She has 15 years of industry experience. Outside of her advisory role, she serves as a board member and officer for St. Martin's Episcopal Church and has been nominated for the Senior Warden position. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Setzer is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 65 and Series 63 credentials with three years of industry experience. His career includes roles at MassMutual Life Insurance Co and other positions outside finance, such as at Classic Pizza & Grill. He is also licensed as an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC 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, utilizing detailed client data and firm-approved analytical tools to deliver written recommendations.

Cody Burnett is a financial advisor at UBS Financial Services in Providence, RI, with 11 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Burnett serves on the board of directors for Wildlife Rehabilitators of Rhode Island, a nonprofit focused on rehabilitating injured or sick local wildlife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jonathan Buttero is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at Merrill since 2014 and has also been with Bank of America, N.A. since 2019. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.