Alexander Hosey is a financial advisor at Edward Jones in Cranston, RI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, Hosey worked with NYLIFE Securities LLC and New York Life Insurance Company. He is involved in his family’s catering business, Pauly Pentas Italian Deli, volunteering there during the holidays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of advisors and branches, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.

Andrew Augustus is a financial advisor with LPL Enterprise, holding a Series 66 designation and entering the industry in 2026. Prior to joining LPL Enterprise, he worked at KPMG LLP for three years and has experience in roles outside the financial sector, including positions with Rail Explorers and Home Healthsmith LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform that includes third-party asset management and affiliated insurance products.

Brad Bombard is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Bristol County Savings Bank, and Sager Electronics. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Victoria Albanese is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Pioneer Financial Group, Minnesota Life Insurance, and Securian Financial Services Inc. Outside of finance, she has experience in the personal care industry, having worked at Sassafrass Hair Salon for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Patrick O'Rourke is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at MML Investors Services, Mass Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he is an independent insurance agent selling 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, employing firm-approved software and a collaborative approach to develop written recommendations tailored to client goals.

William Baugh Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as treasurer of a condominium association and sits on the board of directors for a marina condo association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Joseph Saccente is a financial advisor with OSAIC in Somerset, MA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at Whitestone Analytics and Gilsanz Murray Steficek LLP, as well as involvement with the University of New Hampshire. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Christian Evers is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and one year of industry experience. His previous roles include work at MassMutual Life Insurance Company and CEC Clean Up. He has also been involved with the University of Rhode Island and Franklin Youth Lacrosse. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser 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 and offers a range of investment-related programs and educational seminars.

Elizabeth Forsythe is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kristopher Green is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Infosys and the Community College of Rhode Island. Prior to his advisory career, he spent over a decade at L Gee Collision. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s investment strategies combine model-based and discretionary approaches implemented by affiliated managers, integrated within Bank of America’s corporate platform.

Krystal Buckley is a financial advisor with Raymond James & Associates in Johnston, RI, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James in 2023. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, with a notable presence in public finance and municipal services.

Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Rosieva Ashong Katai is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and has been associated with Bank of America, N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates these services with Bank of America’s broader corporate platform, providing access to a range of financial products and services.

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Erik Wilcox is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Citizens Securities, Inc. from 2014 to 2022. He is also involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

John Cerilli is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including LPL Financial, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he operates as an independent insurance agent specializing in personal insurance products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and alternative investment options.

Kyle Cavanaugh is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, he worked at Verizon Wireless Zone and HWC Communications from 2019 to 2021 and held a position at NBC Universal - Comcast Cable from 2013 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kevin Beaulieu is a financial advisor with OSAIC in Warwick, Rhode Island, holding the ChFC® credential and Series 63 and 65 licenses. He has 38 years of industry experience, including 31 years at Signator Investors, Inc. and eight years at Royal Alliance Associates, INC. He is involved in fixed life insurance brokerage through Independence Connect, which he owns. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options, utilizing proprietary tools and third-party platforms to manage portfolios on a discretionary or non-discretionary basis.

Alex Beauregard is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Merrill since 2015. Prior to that, he was associated with Market Basket. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.