Charles Edenbach is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Kendra is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

William Francis is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Riverside, Rhode Island. He has seven years of industry experience, including prior roles in public school districts before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrew Vittoria is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill, Bank of America, and The Prudential Insurance Company of America, and is also involved with Keller Williams Coastal, assisting clients in real estate transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to external asset managers, and non-securities services such as trust custody and insurance product sales.

Jamie Corcoran is a financial advisor with LPL Enterprise holding Series 63 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Fidelity, Bank of America, Merrill, and Strategic Advisers. He is also involved in a non-variable insurance business alongside his advisory work. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with discretionary authority granted for certain programs.

Michael Graziano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2009, including during the firm's prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Graziano serves as chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, participating in non-compensated community oversight and management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Youset Cruz Lizardo is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Lizardo held roles at Fidelity Investments, Lowe's, Walmart, Home Depot, and Walgreens, as well as educational and nonprofit positions including at Brown University and Trinity Academy for Performing Arts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alan Lao is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Waddell & Reed and Colonial Life. Outside of advising, he has been involved with restaurant businesses and a personal investment entity. 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.

William Horn is a financial advisor with LPL Financial, holding a Series 66 designation and offering 20 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he coaches lacrosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools for advisers.

James Vittoria is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garrett Beeley is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019, alongside roles at Bank of America and several other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brendon Pierce is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, INC., SII, and MetLife Securities Inc. Pierce also operates an insurance brokerage as a sole proprietor, focusing on life, annuities, long-term care, and disability insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and access to third-party money managers.

Sean Travis is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of the Maplewood Independent Youth Baseball League, organizing events and coaching. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Mary Pothier is a Series 66–licensed financial advisor with 26 years of industry experience. She has been with Merrill since 2009 and also works with Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Jonathan Coleman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various financial roles, including at LPL Financial, Service One Credit Union, and People's Bank. Prior to his financial career, he held positions outside the industry, such as at Chick-Fil-A. 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 a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data.

Karen Emma is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. She is also president of Universal Wealth Management, LLC, an insurance agency specializing in life, health, and Medicare products. Additionally, Karen serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Michael Toole is a CFP® with 13 years of industry experience, currently serving at Cetera. He has held roles at Everly Rose Financial, LLC, which he owns and operates, focusing on expense management related to his securities business. His prior experience includes positions at Pioneer Financial Group and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ryan Purdy is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to joining MassMutual and MML Investors Services in 2025, he worked in roles outside the financial industry, including three years at Ocean House Marina and six years at Captain Jacks. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analysis tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.