Ryan Gold is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, and Massachusetts Mutual Life Insurance Co. Outside of finance, he has been involved with The Boys and Girls Club LNV. Equitable Advisors serves a range of clients, including 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Varao is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and 1ST Global Advisors. Varao is also a director of The Robert F. Stoico / FIRSTFED Charitable Foundation, which supports nonprofit organizations in Southeastern Massachusetts and Rhode Island. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

William De Mayo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His work history includes roles at Commonwealth Financial Group and North Easton Savings Bank. Outside of advising, he works as an independent insurance agent and also engages in grocery shopping and delivery services. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap programs, and educational seminars, focusing on collaborative, goal-based financial planning.

John Finn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 1997 and occasionally sells fixed insurance products, including life, disability, long-term care, and fixed annuities. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously affiliated with Axa Advisors. Outside of his advisory role, Paradis is involved in office property management through Paradis Wealth, Inc. and serves as president of the Steeple View Office Association in East Greenwich, RI. He is also a member of the NFLPA Registered Player Financial Advisors Program. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Anestis Diakopoulos is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with Prudential Insurance Company of America since 2009 and was associated with Pruco Securities, LLC. from 2009 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory and brokerage channels.

Joseph Matoney is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Avantax in various advisory and insurance roles for over two decades. Outside of his advisory work, he operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

James Hilton, Sr. is a financial advisor with UBS Financial Services in Newport, RI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the U.S. National Sailing Hall of Fame, a nonprofit educational organization dedicated to preserving and promoting America's sailing legacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with model-based asset allocations and research from its Chief Investment Office and global teams. The firm integrates institutional trading capabilities with wealth management services across a broad platform of capital markets and advisory solutions.

Daniel Pellegrino is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2011 to 2025 before joining Cetera Investment Advisers, LLC and Cetera Advisors, LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.

Andrew Conaty is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019, with some interruptions for full-time studies and brief roles outside the industry. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. 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, providing both discretionary and non-discretionary management and access to research and model portfolios.

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Ryan Vaughn is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at LPL Financial, Bank of America, and Merrill Lynch. In addition to his advisory role, he is associated with South County Financial Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and consulting to client goals and is known for its municipal advisory affiliation and customizable SIMPLE IRA Employer Advisory program.

Charles Edenbach is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Kendra is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jeffrey Gagnon is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, having previously worked at LPL Financial and Cuna Mutual Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various platform arrangements and proprietary as well as third-party strategies.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrew Vittoria is a financial advisor with LPL Enterprise in Warwick, RI, holding Series 63, Series 65, and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at Merrill, Bank of America, Keller Williams Coastal, and Prudential-related entities. In addition to his advisory work, he assists clients with real estate transactions through Keller Williams Coastal. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform. The firm utilizes research, model portfolios, and third-party strategies to deliver investment advice primarily through its investment adviser representatives.

Jamie Corcoran is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining advisory services with brokerage and insurance products through an integrated platform.

Michael Graziano is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at Equitable Advisors since 2009, following a period with Axa Advisors, LLC. Outside of his advisory role, he serves as Chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, both unpaid positions involving governance and oversight responsibilities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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.