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. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to his current role at VOYA, he worked at Remedy 180 and other Voya affiliates. Outside of advising, he serves as a referee for high school football games with the Massachusetts Independent Football Officials Association. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice.

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.

Christopher Lund is a CFP® with 34 years of industry experience, currently affiliated with CWM, LLC and Lund Wealth Management. His career includes roles at firms such as Cetera Wealth Services, Lincoln Investment, and Capital Analysts Inc. In addition to his advisory work, Lund is active as a public speaker and serves as treasurer of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

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.

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.

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Katharine Blinn is a financial advisor with Equitable Advisors in Attleboro, MA. She holds the Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, she worked with Joshua Bublitz and is involved with Gilded Lily Events outside of her advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that includes LPL-sponsored programs and a range of third-party managers.

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.

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.

Nicholas Pellechio is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash, Robert Half, TEK Systems, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Bennett Hicks is a financial advisor with Fidelity Investments in Smithfield, RI. He holds Series 66 and Series 63 credentials and has one year of industry experience. Outside of his advisory role, he serves as a Level 1 referee for USA Hockey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, serving both discretionary and non-discretionary investment needs.

Carrie Mcpherson is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 10 years before joining Ameriprise in 2018. She serves on the Board of Directors for Sojourner House, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Brough is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Investments since 2025 and with FIDELITY Brokerage Services LLC since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He transitioned into financial advising after a career as an engineer in the automotive and aerospace & defense industries. Erik applies engineering principles such as system analysis, evaluating tradeoffs, and planning for uncertainty to help clients achieve their financial goals in a structured and thoughtful way. He specializes in assisting executives, STEM professionals, business owners, and families with complex financial decisions. His areas of focus include executive compensation planning, tax-efficient strategies, equity compensation and concentrated stock planning, business exit strategy, retirement planning, and multi-generational wealth and legacy planning. His clientele often face decisions related to executive compensation, equity awards, stock positions, tax planning, retirement, business ownership, and legacy considerations. Erik holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Science in German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He remains active in professional communities as a member of the German American Business Council of Boston and the Tau Beta Pi Engineering Honor Society.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Karen Melo Ticas is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, she is the owner of Planning for Good, an enterprise based in Mansfield, MA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and both proprietary and third-party investment strategies.