Paula Tavares is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at Voya Financial Advisors and Sylvia & Company. Outside of financial advising, she serves as secretary for St. James St. John School and is involved with the Women's Fund, assisting with organizing community events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Lauren Brennan is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with UBS Financial Services in Providence, RI. She has been with UBS since 2014. Outside of her advisory role, she serves as secretary and board member for the Community Boating Center, a nonprofit focused on public water access and student sailing programs in Providence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines wealth management with institutional trading capabilities.

Hana Couture is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Wharf Southern Kitchen and Barkeaters, as well as a teaching position at Rice Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dathan Belanger is a Financial Advisor at Merrill Lynch Wealth Management who specializes in comprehensive wealth management. He focuses on helping clients grow and preserve their assets through personalized financial strategies and retirement planning. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Dathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He holds a High School Diploma from Somerset High School and has attended the University of Massachusetts System and Nichols College without earning a degree. His approach centers on understanding what matters to clients and their families to create tailored strategies that pursue their financial goals. Outside of his professional work, Dathan's personal interests include gardening, golfing, running, spending time with his family, and writing.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Marcello is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He joined Fidelity Investments in 2001 and has held various roles including Financial Planning Consultant, Investments Consultant, Retirement Investment Specialist, and Service Trading Specialist. In his current role, he focuses on educating clients on investment strategies, assisting with comprehensive retirement planning, and empowering them to make informed financial decisions. Christopher holds a California Insurance License, supporting his ability to provide a range of financial services. Outside of his professional responsibilities, he enjoys boating, fishing, gardening, soccer, tennis, and traveling.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of advising, he is an agent of record for a limited number of homeowner insurance policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Richard Ringler is a financial advisor with Primerica Advisors in Mansfield, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1990. Outside of his advisory role, he occasionally acts as a notary and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Patrick Saunders is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Brown Brothers Harriman for three years. His background includes various roles at private clubs and similar organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a notable role in fund advisory and the use of artificial intelligence in research.

Anthony Viera is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, personal retirement planning, individual and corporate investment strategy, and retirement income. Anthony works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Dennis Yamouth Regional High School. Anthony is also a member of the Tri-County Regional Chamber. His philosophy centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional role, Anthony enjoys baseball, basketball, camping, football, ice hockey, softball, spending time with his family, and traveling.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Sheila Camara is a Series 66 licensed financial advisor with Merrill in Providence, RI. She has nine years of industry experience and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Cerino is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and 10 years of industry experience. He has been with UBS since 2014. Cerino serves as Vice-Chairman for the James Patrick Stowe Fund, a charity supporting testicular cancer research, and is a board member of Fort Adams, a historic site in Newport working on renovation and community events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market insights.

Paul Rankowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at National Planning Corporation, Northwestern National Life Insurance Company, and Reliastar Retirement Plans. He is also involved with PER Associates, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Patrick Franke is a financial advisor with Raymond James & Associates in Providence, RI, holding Series 66 and Series 63 registrations with nine years of industry experience. His prior roles include five years at Fidelity Institutional Asset Management and five years as an investor. He serves as a trustee for a family-established SLAT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, wealth advisory, and institutional consulting services with a range of portfolio management styles and affiliated research.

Victor Valliere is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients with a range of financial needs, including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Victor works to understand what matters to his clients and their families in order to create financial strategies aimed at pursuing their goals. Victor holds a Bachelor's Degree from the University of Rhode Island and carries the Professional Investment Advisor (PIA) designation. In his role, he helps clients with their protection and investment needs by providing education and guidance on insurance and investment solutions tailored to their situations. He aims to serve as a resource, offering service, tools, and guidance that enable clients to navigate their financial paths with confidence. Outside of his professional work, Victor is involved in community organizations such as Big Brothers Big Sisters of America and Delta Chi Fraternity. He also enjoys cooking, football, music, and running.

Robert Spadano is a CFA® charterholder with 21 years of industry experience, currently affiliated with LPL Financial since 2006. He operates out of Walpole, MA, and holds a Series 63 license. Outside of his advisory role, he is associated with Seven Point Financial, Inc., a DBA based in Walpole. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and external sources.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at The Patriot Financial Group, LLC from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Jaclyn Stanley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has worked at Ameriprise Financial Services, Inc. for 15 years prior to her current role. Outside of her advisory work, she is involved with Net Flows LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.