Spencer Seitz is a financial advisor with Ameriprise in Uncasville, CT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Seitz serves on the Board of Directors for the Fishermans Viability Trust, a nonprofit focused on mitigating damage to the local fishing community attributed to windmill developments. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic automation in its recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Ricci is a financial advisor with Ameriprise, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Prior to joining Ameriprise, he worked for the Cranston Police Department for nine years. He is also the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise Financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, utilizing a combination of internal research, third-party data, and algorithmic tools.

Taylor Fiore Chettiar is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at Taxpros & Realty Group and Tricia Fiore CPA LLC, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Donald Masseur is a financial advisor with Ameriprise in Kingston, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business operations as COO and CFO of SNE Operations, LLC, which provides financial planning and managed account support services. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Philip Overton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the Westerly Town Council and is a member of the Westerly Republican Town Committee. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and other services while also engaging in non-securities products such as affiliated trust custody, insurance, and lending programs.

Thomas De Nicola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. 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 ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Tyler Stone is a Financial Advisor at Merrill Lynch Wealth Management, where he has been developing investment strategies and providing tailored financial advice since 2015. He works with individuals, their families, and businesses to understand their short- and long-term financial objectives, focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily serves private equity and financial services partners, corporate executives, and medical professionals. Tyler holds a Bachelor's degree in Finance from the University of Rhode Island and the Chartered Financial Analyst® designation. He is also a Chartered Retirement Planning Counselor and a Personal Investment Advisor. He is a member of the CFA® Society of Stamford and the Association for Financial Professionals. Tyler splits his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. He participates in community service through volunteering with organizations including Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention.

Steven Packard is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Baseballism, Edward Jones, and World Financial Group. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment committee to construct diversified portfolios, with tax-aware and risk management strategies integrated into its approach.

Kathleen Walsh is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2005. Outside of her advisory role, she serves as a board member for the Westerly High School Music Boosters, where she helps plan events and fundraisers to support music programs and scholarships. 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 institutions.

Kimberly Holmes is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at MML Investors Services and The Harvest Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Laurence McHugh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is also involved in non-variable insurance activities 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad range of non-advisory financial services.

Ernest Lacroix is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2023, he worked at Achieve Financial Solutions LLC, F2 Strategy, Starburst Labs/Wealthbox CRM, XML Financial Group, and FI Services Holdings, LLC. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Nanette Blish is a financial advisor at Cetera with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Investors Capital Corp. She has been with Cetera and its affiliates since 2012. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform combining affiliated and third-party strategies.

Wayne Lagasse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services, Inc. from 2007 to 2022. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Aronoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Aronoff also holds a role related to a trust as noted in his business activities. 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 that employs structured discovery conversations and firm-approved planning tools.

Eric Chaves is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked for BNY Mellon from 2010 to 2020. 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, supporting a wide range of investment strategies and operational tools.

Joseph Matoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He manages Matoney Tax & Financial, a tax preparation and accounting firm he has been involved with since 2003. Matoney also serves as a manager and owner of Roberto & Hines LLC, overseeing property-related responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a wide range of investment programs and oversees more than $256 billion in assets with a nationwide network of over 10,000 advisors.

Kathryn Windsor is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Adler Pollock & Sheehan P.C. for four years and McLaughlinQuinn LLC for eight years. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Molly Rambo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes a long tenure at Waddell & Reed, Inc. and experience with various insurance carriers. From 2018 to 2021, she was involved with the Life Is Good Kids Foundation. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and specialized institutional platforms.

James Roche is a CFP® professional with 29 years of industry experience. He has been with OSAIC since 2025 following a 24-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he serves as a trustee for a family trust and engages in fixed annuity and insurance sales. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.