Raymond Desormier is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and having 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as Vice President of Sales at John F. Stafford Insurance Agency, where he has been involved in insurance sales since 1995. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with various program options such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager programs.

David Ray is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, having previously worked at Fidelity Investments, Bank of America N.A., and Merrill. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group, as well as earlier employment at country clubs and the University of 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 ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer & Co, Janney Montgomery Scott, and various insurance carriers prior to joining LPL Financial in 2021. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Gregg Cook Jr. is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and owned a hospitality business, Roccos Pub and Grub. He also spent four years at La Salle Academy High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates investment research, third-party data, and proprietary tools within a framework influenced by affiliated product partnerships.

Erik Holton is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Before joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 17 years. He also serves as an insurance agent offering individual and group life and health insurance. Mass Mutual Investors Services, LLC 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. The firm offers collaborative, annual financial planning engagements using comprehensive analysis tools and maintains various event-driven planning programs including estate and employer-sponsored plans.

James Ward is a financial advisor with Edward Jones in South Kingstown, RI, holding a Series 66 designation and five years of industry experience. His prior work includes over two decades at MetLife Securities Inc. and two years at Farmers before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Ryan Meyer is a CFP® with 13 years of experience in the financial services industry. He currently works at OSAIC and has held prior roles at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities, and Ameriprise. Outside of his advisory work, he serves on the board of directors for the Narragansett Lions Club, a nonprofit organization that raises funds for local charities and individuals in need. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach that incorporates asset allocation and portfolio optimization tools, supporting various discretionary and non-discretionary strategies.

Jason Silva is a financial advisor with J.P. Morgan Securities in East Greenwich, RI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Merrill, Bank of America, Santander Bank, and Citizen's Securities prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative manager due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. 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 with model-based and discretionary investment strategies.

Jameson Goff is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding a Series 66 designation and having two years of industry experience. Prior to his current role, he worked at Aflac and has experience at Providence College and The Wentworth Inn. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of investment and planning programs.

Jason Platt is a CFP® with 16 years of experience currently advising clients at Ameriprise. His prior experience includes roles at Citizens Securities, Bank of America, Merrill, Santander Securities, LPL Financial, Mariner, and New England Securities. He serves on the Board of Directors for The SISU Advantage. 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 tailored retirement-income planning through written Recommendation Reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

David Macdonald is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of industry experience, with prior roles at firms including Edward Jones and New England Securities. Outside of his advisory work, he serves as a board member for a sports official organization. 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 using firm-approved analytical tools to support client goals.

John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, New England Securities, Veravest Investment Advisors, Inc., and Equity Services, Inc. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. 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 services including financial planning, third-party asset management, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Christy Cihat is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2013. Prior to her advisory role, she spent ten years at TJ Maxx in a customer service position. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. 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.

Christopher Kyprianou is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation. He has been with LPL Enterprise since 2025, with intermittent employment in other roles prior to that. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated insurance and trust services.

Stephen Minicucci is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Securities, Santander Bank, and Citizens Bank. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

Michelle Caffrey is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has held various roles within Fidelity and its affiliates since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Sean Bove is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2018, following nine years at Sii. He serves as head of the Innovative Wealth Team, LLC, which engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of investment programs delivered through its multi-advisor platform.

Michael Harrington Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. He also serves as a volleyball coach at Bishop Hendricken High School. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization and offers a range of managed and third-party investment programs.