Matthew Riley is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathan Coleman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various financial roles, including at LPL Financial, Service One Credit Union, and People's Bank. Prior to his financial career, he held positions outside the industry, such as at Chick-Fil-A. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data.

Christopher Goulart is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he has been president of Franlart Nurseries Inc., an agricultural business, since 2016. 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, utilizing structured discovery processes and firm-approved tools.

Chip Poirier is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with clients to create, implement, and manage financial plans tailored to their individual goals and needs. His approach focuses on understanding clients' priorities, financial concerns, and definitions of success to develop personalized strategies. Prior to his current role, Chip held several positions at Fidelity Investments, including Vice President of Client Communications from 2011 to 2018, Director of Corporate Transition Services from 2004 to 2011, Vice President and Relationship Manager from 1998 to 2004, and Manager from 1994 to 1998. This extensive experience reflects his longstanding commitment to the financial services industry and client relationship management.

Karen Emma is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. She is also president of Universal Wealth Management, LLC, an insurance agency specializing in life, health, and Medicare products. Additionally, Karen serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Ryan Lepage is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies developed by its Global Investment Committee.

Evan Dion is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at South County Juniors, Coastal1 Credit Union, and Meritage, as well as teaching at the University of Rhode Island and local schools. He has also been involved with Blu on the Water since 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Rulla Nehme Pontarelli is a financial advisor with OSAIC based in Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. She has 24 years of industry experience, including 17 years with John Hancock Financial Services and eight years with OSAIC. Outside of her advisory work, she has created a nautical-themed clothing line for personal distribution. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple account management styles, utilizing a complex corporate and platform structure that includes several mergers and private-equity ownership.

Stephen Palmisciano is a financial advisor at Merrill with 51 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1978 and at Bank of America since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Kennedy is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as Treasurer for the Norwood High School Athletic Hall of Fame. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, providing various options including tax management and responsible investing.

Michael Toole is a CFP® with 13 years of industry experience, currently serving at Cetera. He has held roles at Everly Rose Financial, LLC, which he owns and operates, focusing on expense management related to his securities business. His prior experience includes positions at Pioneer Financial Group and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ryan Purdy is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 credentials and has been with the firm since 2025. Prior to joining Mass Mutual, he gained experience at Ocean House Marina and Captain Jacks. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses structured, collaborative planning processes and offers investment recommendations without discretionary authority.

Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lyse Anne Lepine is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and formerly worked at Securities America Advisors and Securities America, Inc. for six years before joining LPL Financial. Prior to her financial career, she was a homemaker for sixteen years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

Aya El Hossaini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, Citizens Bank, and Santander. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

Michael Capalbo is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a lacrosse referee for youth and high school programs and has experience in chemical lawn care and as a background actor for film and television. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Linda Ferreira is a financial advisor with Edward Jones in Rehoboth, MA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages long-term rental properties in Rehoboth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm supports over 23,700 advisors nationwide and offers affiliated mutual funds, trust services, and securities-based lending under a fiduciary standard.

Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.