John Jay Mouligne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 10 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and Corporate Financial Planning agreements.

Frederick Arbusto III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is also involved as an owner of South County Financial Group in Wakefield, Rhode Island. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation, alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Lynn Munoz is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2001. In addition to her role at Ameriprise, she manages an advisory business at Gamm Financial Group in Cranston, RI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement income advice.

Sandra Peters is a financial advisor with Ameriprise in Coventry, RI, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in a family-owned business, Blue Oasis Holdings LLC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for assets held in Ameriprise Managed Accounts.

Owen Mc Mahon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at MML Investor Services LLC and MassMutual Life Insurance Company. 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, using firm-approved tools to analyze client goals and deliver written recommendations.

Yamilka Jimenez is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and previously worked at Kyle Britton. Outside of her advisory role, she has been a part-time sales associate at Frog and Toad LLC since 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing 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 and offers both advisory and brokerage channels to implement client recommendations.

Abbie Piper is a financial advisor at Osaic with two years of industry experience. She previously worked at Merrill and Webster Bank NA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with access to multiple advisory platforms, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Robert Capone is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Patrick Curley is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual and has experience in various roles including insurance sales as an independent agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analytical tools and delivers written recommendations, with optional implementation through brokerage or insurance arrangements.

Joseph Reidy Jr. is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. 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, focusing on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregg Libutti is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Agia, and VALIC Financial Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Paul Provost is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was formerly employed by the Worcester Telegram & Gazette. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using advanced software tools and provides a range of programs including estate settlement and employer-sponsored planning.

Edward Quinn is a financial advisor with Mass Mutual Investors Services in West Warwick, Rhode Island. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2009, he has worked with Mass Mutual entities and also maintains a role as an insurance agent. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-oriented approaches and firm-approved analytical tools.

Nicole Jarem is a Series 66-licensed financial advisor with Edward Jones in Bristol, RI, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Sharon Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2007 and operates under the Finn and Meehan Wealth Management DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and advanced portfolio management technologies.

Andrew Quinn is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2006. Quinn also manages insurance sales through affiliations with several firms, including work related to fixed insurance products and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael DeMeo is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the company, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2023 to 2024. In his role, Michael partners with clients to understand their short and long-term goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional responsibilities, Michael enjoys activities such as spending time at the beach, family activities, social events with friends, golf, outdoor adventures, and traveling.

Christopher Puranananda is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 credential and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously spent 11 years at Sonus Networks. Outside of his advisory role, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Beaulieu is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018, following ten years at Jhfn Sii and 26 years at The Meriden Group Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms, employing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Arlene Harrington is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Her prior experience includes roles at Equitable Advisors, New York Life Insurance Company, and Bankers Life. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.