Michael Mondello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Edward Jones, and A.G. Edwards & Sons. He is also involved with Mystic Financial Group LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Leslie Pierini is a financial advisor at Raymond James Financial with 13 years of industry experience. She has previously worked at Edward Jones for 14 years. Outside of her advisory role, she is an owner of a Hilton Owners group, a timeshare business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA consulting.

Michael Catarina is a financial professional at Cetera with a CFA® designation and Series 63 and 66 licenses. He has one year of industry experience and has previously worked at Parametric, Schwab Asset Management, Fidelity Investments, and Merrill. Catarina is also involved with Pioneer Financial Group, where he provides financial services, and holds a role as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a national independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

William Richard is a financial advisor at Cetera with 29 years of industry experience. His prior roles include positions at Investors Capital Corp., Waddell & Reed, and Hornor, Townsend & Kent, LLC. He holds Series 63 and Series 65 licenses and also works as an agent for fixed insurance products including life, health, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

John Schultz is a financial advisor with Ameriprise in North Kingstown, RI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience in the restaurant and education sectors. Before becoming an advisor, he worked at Greenwich Bay Oyster Bar and Gregg's Restaurants & Taverns, as well as the North Kingstown School District. Ameriprise Financial Services is a large advisory firm serving both 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 reliable income sources and tax-aware withdrawal strategies.

Robert Thevenet is a CFP® and ChFC® with 28 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2011 and previously held roles at Eagle Strategies and UBS Financial Services. Outside of his advisory work, he serves as a board member for Jewett City Savings Bank and is involved with the National Ski Patrol as an instructor and patroller. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Sheinkopf is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and provides access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Francis Nuzzolo is a Series 66-licensed financial advisor with UBS Financial Services, based in Charlestown, RI, and has three years of industry experience. He has worked with UBS since 2021 and previously held positions at FN Builders, Symmetry Partners, and Advanced Property Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Walter Casagrande is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in New York City, where he has been practicing since 2005. He specializes in family wealth management strategies, liquidity management, and portfolio management services. Walter emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals and needs to develop a personalized financial strategy. Walter holds a Bachelor's Degree from Drexel University and is recognized as a Personal Investment Advisor (PIA). He leverages the investment insights of Merrill Lynch Wealth Management along with the banking and lending solutions of Bank of America to provide clients with integrated financial services. In addition to his professional responsibilities, Walter participates in community activities through volunteering, including work with SOS Animal Rescue. Outside of his professional life, Walter enjoys biking, football, golfing, ice hockey, skiing, traveling, watching movies, and spending time with his family.

Kyle Conley is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He focuses on developing strategies to address the financial and investment needs of both individuals and companies, including private and public entities. Utilizing the resources available through Merrill Lynch and its strategic partners, Kyle works to manage clients’ assets and liabilities by crafting personalized wealth management plans tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle holds a bachelor's degree in Economics from Boston College and has furthered his studies in international economics at the University of Melbourne in Australia. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Residing in Syosset, NY with his wife and three children, Kyle is active in his church and local community. He maintains a commitment to the Merrill tradition of community involvement through volunteer work with local organizations.

Jeremy Seidman is a financial advisor with UBS Financial Services who holds Series 65 and Series 66 credentials and has 23 years of industry experience. He worked at Credit Suisse Securities from 2008 to 2015 before joining UBS in 2015. Outside of his advisory role, he serves on the Board of Directors for the MIT Sloan Boston Alumni Association, where he also chairs the annual MIT CFO Summit, and he is a board member of Coaching4Change, a nonprofit focused on empowering and employing teenagers through coaching, literacy, and leadership programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial planning, portfolio management, and capital markets services.

Neil Anthes is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial Services Advisors since 2022. He previously worked at Edward Jones for six years. Outside of his advisory role, he is the owner and CEO of Sound Financial Planning, LLC, a company focused on financial planning and investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

James Burns is a financial advisor with LPL Financial in Westerly, RI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Northstar Wealth Partners LLC, Dime Bank, Securities America Advisors, Inc., Brecek & Young Advisors, Inc., and CUNA Brokerage Services, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richia Allen is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Allen has also been associated with Westerly Community Credit Union since 2016. She is a certified notary in Waverly, RI. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Blair is a financial advisor with Morgan Stanley in Narragansett, Rhode Island, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services, leveraging firm-approved tools and investment insights to support client goals.

Steven Frazier is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Stifel for six years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in modeling on a part-time basis. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Nissly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 56 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years and Wells Fargo Clearing for one year before joining LPL Financial in 2008. In addition to his advisory role, he is a notary public based in Danbury, Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Brian Blackerby is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at HSBC Private Bank and HSBC SECURITIES (USA) Inc. from 2013 to 2020. Ameriprise Financial Services is a large institution serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes an internal committee and algorithmic tools to provide tailored recommendations within a defined investment framework.

Thomas Robarge is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent five years with Cambridge Investment Research. Robarge also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and technology tools.