Kara Museler is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Peter Corsi Jr. is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Crestwood Advisors LLC and Endurance Wealth Management, Inc. He joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial solutions including discretionary portfolio management and alternative product distribution.

Christopher Hall is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Bank of America, N.A. and Merrill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kerri Murray is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 24 years of industry experience. She has been with Fidelity intermittently since 1999 and is currently based in Lincoln, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

David Mcandrew is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery conversations and firm-approved planning tools, with services that typically do not include individual security recommendations.

Sean Cummings is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, advancing from Financial Consultant to his current role. Prior to Fidelity, Sean held various positions at John Hancock, including Financial Consultant, Internal Sales Manager, Senior Internal Wholesaler, and Priority Broker Representative. He also served as Manager of Product Management at Signator Investors Inc. from 2011 to 2013. Sean partners with families to develop comprehensive financial plans tailored to their unique situations. He follows a multi-step process to ensure thoroughness and is committed to delivering an outstanding client experience. His professional background spans financial consulting, sales management, and product management within the investment industry.

Edward Turnbull Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The TDM Group, a team of financial professionals in Providence, RI, dedicated to addressing the planning and investment needs of corporate employees, executives, business owners, and affluent families. Since 1996, Edward has been focused on serving the wealth management needs of clients in the greater New England area. He employs a goals-based approach to investing, prioritizing client objectives and aligning asset mixes accordingly. His expertise includes executive compensation, corporate benefits, stock and option planning, cash flow management, retirement planning, portfolio management, estate planning services, insurance planning, and debt structuring. Edward earned his bachelor's degree from Syracuse University and holds the Certified Financial Planner (CFP) designation, as well as certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond his professional work, he serves on the Board of Directors for Big Brothers Big Sisters of Rhode Island and is involved with the Big Brothers Big Sisters of RI and the Rhode Island Community Food Bank.

Nicholas Faria is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He collaborates directly with clients to assist them in making investment decisions that align with their interests and goals. Prior to his current role, Nicholas held various positions within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative III, spanning from 2021 to 2025. His earlier experience includes roles as an Operations Analyst at SCS Capital Management LLC and as a Custody Specialist at State Street Corporation. Nicholas holds an Arkansas Insurance License, which supports his work in the financial services industry. His career reflects a focus on investment consulting and financial planning within reputable financial institutions.

E. Justin Simone is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, he is involved in the Rhode Island Wiffle? Ball League as an event planner, archivist, and statistician. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Jake Drohen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He supports clients through various stages of life by helping them pursue their financial goals, working closely to understand each client's unique financial and personal situations. Jake collaborates with clients to develop and implement tailored financial plans. Jake's experience at Fidelity Investments includes progressive roles since 2022, starting as a Workplace Planning Associate, advancing through several levels of Workplace Planning Consultant, and ultimately becoming an Investment Consultant. This progression highlights his growing expertise in investment consulting and workplace financial planning.

Jean Germain is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 16 years with Avantax Investment Services and seven years with Avantax Insurance Agency. Outside of his advisory work, Germain is the owner and sole proprietor of City Globe Real Estate & Tax Services, where he provides tax preparation services and acts as a real estate broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across multiple program structures and custodial relationships.

Caryn McGrath is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Baystate Financial. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm uses firm-approved software and collaborative annual planning engagements to analyze client goals and deliver recommendations.

Lauren Medici is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals and families navigate complex financial decisions by integrating investment management, retirement planning, tax-aware strategies, and long-term wealth planning into a comprehensive approach. Prior to joining Merrill Lynch, Lauren worked with large institutional investors and hedge funds, where she gained experience in investment management, portfolio construction, and market analysis. This background provides her with a unique perspective that she applies to wealth management, focusing on building strategies aligned with clients' long-term goals and values. Lauren holds a Bachelor's Degree from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation.

Jamie Mcmanus is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates in its process.

Matthew Riley is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Goulart is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he has been president of Franlart Nurseries Inc., an agricultural business, since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools.

Chip Poirier is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with clients to create, implement, and manage financial plans tailored to their individual goals and needs. His approach focuses on understanding clients' priorities, financial concerns, and definitions of success to develop personalized strategies. Prior to his current role, Chip held several positions at Fidelity Investments, including Vice President of Client Communications from 2011 to 2018, Director of Corporate Transition Services from 2004 to 2011, Vice President and Relationship Manager from 1998 to 2004, and Manager from 1994 to 1998. This extensive experience reflects his longstanding commitment to the financial services industry and client relationship management.

Ryan Lepage is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies developed by its Global Investment Committee.

Evan Dion is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at South County Juniors, Coastal1 Credit Union, and Meritage, as well as teaching at the University of Rhode Island and local schools. He has also been involved with Blu on the Water since 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Mark Dittrich is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, MA, holding CFP® certification and multiple securities licenses. He has 33 years of industry experience and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of a support company and serves as a general partner in a realty LLC, as well as a paid notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its broad advisor network with institutional consulting and portfolio management.