Patrick Sawyer is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding CFP® and ChFC® designations and securities licenses Series 65 and Series 63. He has 13 years of industry experience, including roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2013 to 2017. Additionally, he operates as an independent insurance agent offering various insurance products. Mass Mutual Investors Services 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.

Kerry Wilson is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. Wilson is involved in a mortgage and real estate services business through Ternarius Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Maximilian Eppley is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 13 years with MFS Fund Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Margaret Caster is the principal of Caster and Company, Inc., holding a Series 65 license with 16 years of experience in financial advising. She also maintains a separate Certified Public Accountant practice in Rhode Island, which occupies the majority of her professional time. Her career includes long-term roles at both Caster and Company, Inc. and National Life. Caster and Company, Inc. provides investment advisory and supervisory services primarily as a complement to its affiliated accounting practice, offering oversight for custodial accounts and advising on publicly offered partnerships without taking custody of client funds. The firm employs various billing methods and conducts quarterly account reviews, distinguishing itself by integrating investment advice with accounting and tax services.