Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor with MassMutual Investors Services and holds the Series 63 and Series 65 designations. He has experience working at BNY Mellon and Sports Info Solutions prior to joining MassMutual in 2025. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-based approaches with tools such as Monte Carlo simulations and automated asset allocation.

Nathan Schmitt is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Webber Advisors and a period as a student at Pennsylvania State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through a structured recommendation process and ongoing advice.

Christopher Yalanis is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Yalanis serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee for the Boys & Girls Club of Newport County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menu.

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Leclerc is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Senior Regional Investment Consultant from 2021 to 2023 and Investment Sales Associate from 2019 to 2021. In his role, Christopher focuses on building strong client relationships by understanding their financial goals and developing tailored financial plans. His approach emphasizes trust, communication, and clarity to help clients pursue financial security. Outside of his professional responsibilities, Christopher enjoys biking, football, golf, music, skiing, and spending time with friends and at social events.

Chad La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2008. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Gerrior is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 14 years at Sii. Outside of his advisory role, he owns Aquidneck Wealth Management and operates a woodworking business called Fogland Woodworks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to manage portfolios.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Keven Larkin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held roles at Sound FX and in vocational technical education. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Abramo is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for five years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Martin Lasky is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Daniel Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Santander Securities, Creative Wealth Solutions and Insurance Services, Eagle Strategies (NY Life), and New York Life Insurance Company. He is currently based in Bristol, Rhode Island. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Chris Libutti is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, Rhode Island. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sercan Yilmaz is a financial advisor at Merrill with Series 63 and 66 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years and has a background that includes roles in various technology and gig economy companies. 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, pension plans, corporations, and charitable organizations.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Aubin is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Truist Investment Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Gregory Winslow is a financial advisor at Merrill with six years of industry experience. He has been with Merrill since 2019 and previously worked at Tower Construction Corp from 2017 to 2019. Winslow holds a Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.