Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.

Richard Beaulieu Jr. is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently affiliated with OSAIC and has prior experience at Royal Alliance Associates and Signator Investors. Outside of financial advising, he manages several LLCs related to yacht chartering and maritime businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across multiple asset classes.

Michael Paolino is a financial advisor with Edward Jones in South Kingstown, RI, holding CFP® and ChFC® designations with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the owner of Hannafinn Enterprises LLC, a commercial rental property business in Wakefield, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branches.

Seth Hall is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America, Pruco Securities LLC, and has been involved with Community Care Alliance since 2018. Outside of advising, he participates in ridesharing through Lyft. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial services through advisory and brokerage channels, leveraging model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.

John Farmer is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Citizens Securities, Inc. and Bank Newport. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brenda Calkins is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. She is also involved in insurance sales through her LLC, Calkins Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services, utilizing asset allocation and risk assessment tools to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Beth Korecky is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked as a silent co-owner of Bayside Tree Service, a tree and landscape business, for nine years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

Brian Proppe is a CFP® professional with 18 years of experience in the financial services industry. He has worked at UBS Financial Services Inc. for 14 years before joining LPL Financial, where he is currently based in Cranston, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with a variety of portfolio management options supported by in-house and third-party research.

Raymond Desormier is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and 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. Additionally, he serves as Vice President of Sales at John F. Stafford Insurance Agency, a role he has held since 1995. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party managers to construct diversified portfolios across various asset classes.

David Ray is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory and brokerage channels.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group. 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 planning advice focused on retirement income strategies.

Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Oppenheimer & Co and Waddell & Reed, Inc. Fairbrothers operates Sardelli & Hutchinson Wealth Management as a DBA for his LPL business in West Warwick, RI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

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®-certified financial advisor with 12 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He serves on the board of the Narragansett Lions Club, a volunteer organization that raises funds for local charities and individuals. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios tailored to client needs.

Jason Silva is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Merrill, Bank of America, Santander Bank, and Citizen's Securities. He is based in East Greenwich, Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Costa is a financial advisor at Merrill with a Series 66 designation and five years of experience at the firm. His prior work includes roles at Bank of America, Ahlborg Construction Corporation, University of Massachusetts Dartmouth, and Brazilian Grill. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.