Paul Di Palma is a financial advisor with Ameriprise in N Kingstown, RI, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. His other business activities include ownership of a business entity used for administrative purposes related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ronda Warrener is a CFP®-certified financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she is involved in managing rental properties in Rhode Island. 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 through a large network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mathew Degroff is a financial advisor at MassMutual Investors Services with 10 years of industry experience and holds the CFP® and Series 66 credentials. His prior work includes positions at MassMutual Life Insurance Company and MetLife. Outside of advisory roles, he is involved in administrative management through a partnership in an office management corporation and works as an agent assisting clients with life settlements. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Frederick Arbusto III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is also involved as an owner of South County Financial Group in Wakefield, Rhode Island. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation, alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Matoney is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Avantax in various advisory and insurance roles for over two decades. Outside of his advisory work, he operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

Daniel Pellegrino is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2011 to 2025 before joining Cetera Investment Advisers, LLC and Cetera Advisors, LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.

Ryan Vaughn is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at LPL Financial, Bank of America, and Merrill Lynch. In addition to his advisory role, he is associated with South County Financial Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and consulting to client goals and is known for its municipal advisory affiliation and customizable SIMPLE IRA Employer Advisory program.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Alexander Kezer is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is associated with Net Flows LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edmund Brock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is also a notary public. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Samantha Seitz Elsing is a financial advisor with Ameriprise in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Thomas Minuto is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 10 years of industry experience. Prior to joining Raymond James in 2026, he spent a decade at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large network of advisors.

Guy Rizzo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president and board member of the Mariner Square Condominium Association and is a notary public in Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patrick Galligan is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. He has been with Merrill since 2017 and previously worked at Valley Associates INC and Bank of America, N.A. Outside of his advising role, Galligan serves as a referee and official for youth and young adult hockey games under USA Hockey. 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 various institutional investors.

Matthew Crook is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Harold Rilling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rocket Mortgage, Bank of America, Merrill, JPMorgan Securities, and Senteo International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing system.

Stephanie Ackler is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2023, she worked at Wells Fargo Clearing from 2016 to 2023. She serves as a committee member for the New York Society of Security Analysts’ Private Wealth Management Committee. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning.

Michael Paolino is a financial advisor with Edward Jones in South Kingstown, RI, holding the CFP® and ChFC® designations and 21 years of industry experience, all with Edward Jones since 2005. Outside of his advisory role, he is the owner of Hannafinn Enterprises LLC, a commercial rental property business in Wakefield, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs with a nationwide network of financial advisors and a wide range of managed solutions and affiliated investment products.

Beth Korecky is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked as a silent co-owner of Bayside Tree Service, a tree and landscape business, for nine years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.

Thomas Gardiner is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at The Washington Trust Company, Eli Cannons, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.