James Carlisle is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has previously worked at State Street Global Markets, State Street Bank and Trust, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Pieter Vanvredenburch is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Market Alpha Advisors, Tullett Prebon Americas Holdings Inc, and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Sarah Lavigne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has five years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Merrill Lynch, and experience in manufacturing through Lavigne Manufacturing. She has also worked in public service at the Rhode Island Senate Fiscal Office. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Benjamin Krikorian is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2006. He is based in Walpole, MA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in real estate rental activities, including ownership and management of residential properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining research, model portfolios, and technology to support diversified investment strategies.

Jason Hantman is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 18 years at Bank of America, N.A. Outside of his advisory role, Hantman serves as a board member of the Country Club of New Bedford in Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and Corporate Financial Planning agreements.

Teresa Shumila Wilder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and has worked with affiliated firms since 2003. Outside of advisory work, she serves as an office manager at a garden center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Audrey Turro is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, she was employed at Foley and Lardner LLP from 2015 to 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Elizabeth Cummins is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Outside of her advisory role, she serves on a committee for a nonprofit organization that educates and supports single parents and their families. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Natalie Harris is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked in the restaurant industry at OGA's Japanese Cuisine and held positions at Wellesley College and the Santa Fe Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Ashley Stockman is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Charles Schwab & Co., Inc. 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, and institutional investors.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.

Arthur Lambi Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bentley Wealth Advisors, LLC and Disanto Priest & Co. from 2018 to 2023, and Commonwealth Financial Network from 2003 to 2018. He is also president of Arthur Lambi & Associates, Inc., a consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by risk profiling and analytical tools, and maintains specialized municipal and public-finance advisory capabilities.

Scott Sapolsky is a financial advisor at Morgan Stanley with a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Wayfair. His background also includes roles outside the financial industry, such as positions at Northeastern University and the Rhode Island Country Club. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

Patricia Regan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America for 11 years and has served in her current role at Rockland Trust and LPL Financial since 2020. Regan also acts as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and a variety of management options.

Allison Cresci Callahan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, and personal retirement planning. In her role, she focuses on helping families make confident financial decisions through all stages of life by providing clear and empathetic guidance tailored to clients' individual goals. Allison holds a Bachelor's Degree from Rhode Island College and a Master's Degree from Johnson & Wales University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her approach involves connecting all aspects of her clients' financial lives to prioritize and pursue the goals that matter most to them. Outside of her professional work, Allison's personal interests include biking, music, and skiing.

Jennifer Fernandes is a Series 66-registered financial advisor with Merrill, based in Providence, RI. She has 16 years of industry experience and has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arsenio Borges is a CFP®-credentialed financial advisor with five years of industry experience, currently with UBS Financial Services in Providence, RI. He has been with UBS since 2016 and previously worked at BayCoast Bank and UMass Dartmouth. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates proprietary capital market assumptions and research with a range of financial planning and portfolio management solutions, combining institutional trading capabilities with wealth management services.

Robert Fournier Jr. is a financial advisor with Merrill in Providence, Rhode Island, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Merrill since 1990 and at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.