Abbe Lassow is a financial advisor with Ameriprise in Narragansett, RI, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, Lassow is involved with SNE Operations, LLC, where she provides management and strategic support for the Ameriprise Financial Practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

David Henn is a financial advisor with Edward Jones in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cynthia Dean is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she works as a licensed paraplanner through SNE Operations LLC, assisting financial advisors with planning deliverables and client service activities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to create tax-efficient, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Charlotte Anderson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Her prior experience includes positions at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and data-driven modeling. The firm manages approximately $2.74 trillion in client assets and offers services that include tailored financial and estate planning.

Marcel Gadbois is a financial advisor with LPL Financial in Somerset, Massachusetts, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves on the board of directors for St Michael's Federal Credit Union. 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.

Thomas Harkins is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2006 and spent nine years at Ameriprise prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Nicholas Dilello Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked previously at Metlife Securities, Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he serves as a supervisory committee member monitoring the financial integrity of Coastal1 Credit Union and acts as a trustee for a family trust. 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, with planning engagements structured as annual, collaborative processes using firm-approved analytical tools.

Dennis Forest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed author of a book about a 700+ mile walk completed in 2023. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Brea Hutchinson is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Her prior experience includes roles at Waddell & Reed, various insurance agencies, and involvement with several business entities. 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 and access to third-party asset management, and supports its advisors with research tools and multiple platform options.

David Materne is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has previously worked at Wells Fargo Clearing and Citigroup Global Markets. In addition to his advisory work, he serves as president of Hattie Ide Chaffee Nursing Home in Riverside, RI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Katherine Farnham is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michele Prlich is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Her prior experience includes 13 years at Citigroup Global Markets and 5 years with Webster Bank. She is based in Warwick, RI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by research tools and various non-advisory financial activities.

Frank Giorgio IV is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc. and Morgan Stanley & Co. LLC. Outside of his advisory work, he is involved in food manufacturing with Club 400 Spaghetti Sauce. 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, utilizing advanced tools and multiple asset management approaches.

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Insurance Company for 26 years and has been with Mass Mutual since 2016. Pelletier also operates as an independent insurance agent offering a range of insurance products including dental, disability, fixed annuities, life, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes, offering a variety of programs including estate-settlement and employer-sponsored planning.

Shelbee Finnegan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2022. Outside of finance, she has held roles at local businesses including Zorba's Pizza & Pub and Pawtucket Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Geoffrey Fiszel serves as a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. Geoffrey develops tax minimization strategies for high-net worth individuals, families, trusts, foundations, and businesses. He employs strategic and tactical asset allocation strategies to diversify low-cost concentrated equity positions and holds FINRA Series 7, 24, 31, 63, and 65 registrations, as well as Life, Accident & Health Insurance Licenses. Geoffrey's wealth management approach is consultative and objective, drawing upon his experience across retail, transportation, manufacturing, insurance, real estate, and financial services industries, as well as from his independent consulting practice. He has provided strategic and tactical advice to firms including Fortune 100 companies and litigation support in high-profile cases. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. These strategies may be managed on a discretionary basis through the firm's Investment Advisory Program. He holds a Bachelor of Science in Management with a Concentration in Operations Research from New York University and a Master of Science in Professional Accounting with a Concentration in Taxation from the University of Hartford. Geoffrey is a Chartered Financial Consultant (ChFC) and a former member of the United States Marine Corps, having served four years. He resides with his family in Glastonbury and South Glastonbury, Connecticut, and participates in community volunteer activities. His personal interests include adventure sports, boating, boxing, chess, music, reading, and spending time with his family.

Todd Pearl is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, he is involved in a residential construction project in Westport, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and provides a broad range of retail and institutional investment services.

Joshua Bublitz is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 13 years. He previously worked with Axa Advisors, LLC for 7 years. He is based in Barrington, Rhode Island. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Joel Lamoureux is a financial advisor with Primerica Advisors in Providence, RI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2002. Outside of his advisory role, he is involved in sales of home security and automation products and is a partner in Lam Properties, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Tristan Mouligne is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 as well as at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to develop customized plans.