William Vanech is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Oppenheimer since 2010 and previously held roles at Morgan Stanley and its affiliated entities between 2002 and 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Crystal Dubowski is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, she worked at Citizens Securities Inc. and Fidelity Investments, and has experience in healthcare roles at South County Hospital and Newport Hospital. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Talia Lazaro Simpson is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at People's Securities, Inc. and People's United Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a managed account program.

David Malatesta is a financial advisor with VOYA Financial Advisors, Inc. in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at VOYA Financial and its affiliated entities since 2010, as well as prior experience with Santander Securities LLC. Outside of his advisory role, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to a broad client base including individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement customized investment recommendations, operating both in advisory and broker-dealer capacities.

Zack Thompson is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Rhode Island and Home Depot. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Kenneth Roque is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Merrill and JPMorgan Chase Bank. Roque also serves in the New York United States National Guard as a Finance Officer in a leadership role overseeing 30 soldiers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a managed account program, with a significant portion of its business conducted on a commission basis.

Sean Reilly is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Gather Wealth Management, and has held positions at Morgan Stanley and Morgan Stanley Private Bank. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Anthony Mc Gill is a financial advisor with Empower Advisory Group in Providence, RI, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his advisory role, he worked three years at Duffys Sports Bar and Grill and has been involved with the United States Soccer Federation since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

Raymond Perry is a ChFC® with 53 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. and Jewett City Savings Bank since 2004. Perry also serves as an instructor at the State Preparatory Insurance License School operated by the Rhode Island Society of Financial Service Professionals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on client-directed investment management.

Peter Sao is a financial advisor at Empower Advisory Group with 2 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Robinhood Markets, Bank of America, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Brian Riordan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Michael Ciarlo is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at OSAIC Institutions, Inc. and Ballston Spa National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Joseph Hassett is a financial advisor with Janney Montgomery Scott in Warwick, RI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a radio commentator for college basketball, is a board member of the Rhode Island Sports Council, and participates on the committee for the Cox Rhode Island Sports Award. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Lori Corriveau is a financial advisor with TIAA-CREF in Providence, RI, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and was the owner of Little Dipper Farm, a family-owned seasonal farm that hosted events and operated a market selling fresh produce. Corriveau also serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and offers a range of portfolio options, including model and customized portfolios managed under fiduciary standards.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Mark England is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies and New York Life Insurance Company. Additionally, he is involved in outside insurance sales focusing on life, fixed annuities, disability, long-term care, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Connor Donnelly is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. His responsibilities include understanding clients' priorities and retirement expectations to support their financial planning needs. Connor collaborates with clients to develop personalized financial plans, implement appropriate strategies, and make adjustments as their circumstances evolve. Connor's experience at Fidelity Investments spans several roles, including Investment Solutions Representative II (2025-2026), Investment Solution Representative I (2024-2025), and Customer Relationship Advocate (2022-2024). This progression reflects his accumulated expertise in investment solutions and client relationship management. Outside of his professional work, Connor enjoys attending concerts, hiking, and traveling.

George Hadfield IV is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with personalized recommendation reports and ongoing advice.

Jeremiah Figueroa is a Financial Advisor with Merrill Lynch Wealth Management, based in Providence, Rhode Island. He provides financial planning services tailored to individuals, families, and business owners by leveraging the resources of Bank of America and Merrill. His areas of focus include education planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Jeremiah is licensed in several states and operates within Merrill Lynch Wealth Management's line of business. Jeremiah holds a Bachelor's Degree from the Massachusetts College of Liberal Arts and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish. Outside of his professional activities, Jeremiah is involved in his community through Awakening Church and enjoys basketball, biking, fishing, hunting, spending time with his family, and traveling.

Lili Trudeau is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.