William Vanech is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, combining strategic and tactical asset allocation with various investment strategies and financial planning.

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 and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Zack Thompson is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Johnston, RI, with one year of industry experience. Prior to joining Citizens Securities, he worked at the University of Rhode Island and held positions in retail and food service. 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 alongside brokerage and insurance services, including a digital advisory platform and a Managed Account program.

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 Merrill, Bank of America, KeyBank, AXA Advisors LLC, and JPMorgan Chase Bank. Roque also serves as a finance officer in the New York United States National Guard, where he is the detachment executive officer in charge of 30 soldiers. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms as well as a managed account program, and operates as a broker-dealer and insurance agency.

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 at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory role, he worked 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 for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Brian Riordan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Prior to his financial services career, he held roles at Bryant University, including in the Office of Student Affairs. 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, brokerage, and insurance services, with advisory offerings that include 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 at TIAA-CREF with 23 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Advisors Financial Network LLC for 13 years. Outside of finance, she was the owner of a family-owned farm, Little Dipper Farm, which hosted seasonal events and sold fresh produce, and she serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm uses a fiduciary standard in its advisory services and offers both model and customized portfolio management under client-approved investment policies.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

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.

George Hadfield IV is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1998 and continues at Ameriprise since 2020. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling tools with a centralized consulting team to provide non-discretionary advice, focusing on assets managed within Ameriprise accounts.

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.

Gregory Beaulieu is a financial advisor with OSAIC in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He previously worked at Jhfn Sii from 2012 to 2018 and has been with Royal Alliance Associates, INC. since 2018. In addition to his advisory role, he owns an insurance sales sole proprietorship. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes advanced portfolio construction tools and supports multiple platform programs, including transitions from prior mergers and third-party managed-account solutions.

Tamara Gonzalez Paz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Coastal 1 Credit Union and has held roles in customer service at Famous Footwear. Outside of her advisory work, she continues her role as a cashier at Famous Footwear. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

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.

Alfonso Cumplido is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Jhfn Sii for eight years. Cumplido serves as an incoming vice president and board member of the CFA Society Providence, where he leads financial literacy efforts, and he is also a board member of Millennial Rhode Island, a local networking group for young professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services through a large network of advisers and employs various asset-allocation tools and third-party platforms to customize portfolio management.

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.