Matthew Capozzi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at New York Life, Fidelity Investments, and Citizens Bank, as well as work outside finance in the retail and food service sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing annual advice focused on income and tax strategies.

Jon Skov is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a member of the board of trustees for the Faunce Corner Condominium Trust in North Dartmouth, MA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account services separately, focusing on comprehensive written recommendations without discretionary trading authority.

Eric Majewski is a CFP® professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Securities, Spire Investment Partners, and Merrill. Majewski also engages in non-variable insurance sales, including term life and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Caroline Dunn Packer is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her work history includes roles at Bank of America and Merrill since 2020, along with prior positions at American Eagle Outfitters, Durham Book Exchange, University of New Hampshire, and Conanicut Marine Services. 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 constructed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials. He has experience at BNY Mellon and Sports Info Solutions prior to joining MassMutual Life Insurance Company in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including recent additions like Divorce Planning and estate-settlement services.

Christopher Yalanis is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Yalanis serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee for the Boys & Girls Club of Newport County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Door Dash for two years and has held positions with the City of Fall River and the City of New Bedford. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Matthew Crook is a financial advisor with LPL Financial holding the Series 63 and Series 65 licenses and has 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ian Gerrior is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 14 years at Sii. Outside of his advisory role, he owns Aquidneck Wealth Management and operates a woodworking business called Fogland Woodworks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Martin Lasky is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Daniel Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Santander Securities, Creative Wealth Solutions and Insurance Services, Eagle Strategies (NY Life), and New York Life Insurance Company. He is currently based in Bristol, Rhode Island. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Chris Libutti is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, Rhode Island. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Paul Aubin is a financial advisor at LPL Financial with 29 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating over a decade in those roles before joining LPL Financial in 2022. He holds the Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Caccia is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked in mortgage services at CrossCountry Mortgage, LLC and other mortgage firms from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.

Anthony Kutsaftis is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of Aquidneck Island Insurance, a property and casualty business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering advisory and brokerage services. The firm’s integrated platform combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated agencies.