Sophia Pasquariello is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. Her work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, along with earlier positions at FP Stanley Pazdziora and FP David Bolton. She is also involved with RIIL, a community or nonprofit organization. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Timothy Mc Graw is a financial advisor with Ameriprise in East Greenwich, RI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business operations and client service support through SNE Operations, LLC, and serves as Chief Marketing Officer and Associate Financial Advisor at SNE Advisors LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security planning. The firm combines research-driven models and algorithmic tools to deliver personalized retirement advice, primarily for clients with assets managed within Ameriprise.

William Sleicher is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in 2026. His prior work experience spans various industries, including roles at Harborone Bank and Tasty LLC, as well as positions in the food service and swim school sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products.

Robert Brier is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. 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 and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Maria Batastini Dell'ovo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as an executive board member of the Cole Strange Foundation. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Matthew Sawyer is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the CFP® and ChFC® designations, and his career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is also an insurance agent involved in the sale of life, group disability, long-term care, health, dental, fixed annuities, and property and casualty insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, and offers a range of programs including asset management and educational seminars.

Sharon Buker is a financial advisor with LPL Enterprise LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. Her career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and ongoing employment with HR Block. She also has experience with Mature Caregivers, which she was involved with for eight years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and various insurance and trustee services through affiliated entities.

Leo Varriale is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior work includes roles at TD Bank N.A., TD Private Client Wealth LLC, and TD Ameritrade Inc. Outside of his advisory work, he has interests in real estate ownership unrelated to his investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and algorithmic tools to deliver customized, tax-efficient income strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.

Patrick Sawyer is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding CFP® and ChFC® designations and securities licenses Series 65 and Series 63. He has 13 years of industry experience, including roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2013 to 2017. Additionally, he operates as an independent insurance agent offering various insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Kerry Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, Wilson is involved with Ternarius Group LLC, a mortgage and real estate services company. 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 portfolio programs, and institutional platforms.

Maximilian Eppley is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 13 years with MFS Fund Distributors, Inc. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Margaret Caster is the principal of Caster and Company, Inc., holding a Series 65 license with 16 years of experience in financial advising. She also maintains a separate Certified Public Accountant practice in Rhode Island, which occupies the majority of her professional time. Her career includes long-term roles at both Caster and Company, Inc. and National Life. Caster and Company, Inc. provides investment advisory and supervisory services primarily as a complement to its affiliated accounting practice, offering oversight for custodial accounts and advising on publicly offered partnerships without taking custody of client funds. The firm employs various billing methods and conducts quarterly account reviews, distinguishing itself by integrating investment advice with accounting and tax services.