Daniel Wilson is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Wilson is a manager and partner at Net Flows, LLC, a consulting business. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.

Thomas Robarge is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include five years at Cambridge Investment Research, Inc. He also has involvement in non-variable insurance activities and operates Mystic Financial Group LLC in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Michele Trinks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 35 years of industry experience. She has been with Wells Fargo firms since 2012, including a decade at Wells Fargo Clearing. Outside of her advisory role, she serves as co-trustee for her father's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven portfolio management and a broad range of financial products delivered through its extensive network of over 14,000 advisors.

John Paul Morales is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Morales serves on the investment committee of the Eastern Connecticut Symphony and is a member of the advisory board at Dean College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, combining tailored financial planning with a wide array of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

James Bates is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Peter Maloney is a financial advisor with Morgan Stanley in Westerly, RI, holding the Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at UBS Financial Services for 11 years and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Joseph Hedley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Elizabeth City State University and the Northeast Academy for Aerospace and Advanced Technologies. Mass Mutual Investors Services, LLC 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, using firm-approved tools to analyze client goals and deliver written recommendations.

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 over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1983 and joined LPL Enterprise in 2024. Outside of his advisory work, he serves on the Westerly Town Council and is a member of the Westerly Republican Town Committee. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Leland Wilcox III is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services, Inc. His career spans a range of advisory roles over more than two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Seth Panucci is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the team at Noonan, Gilmore, Panucci & Associates. He works alongside five other financial professionals to deliver services and investment solutions to affluent and high-net-worth individuals and families across the United States. Seth collaborates with clients to develop strategies aimed at achieving both short and long-term financial goals. Seth advises clients on retirement and wealth planning, investment guidance, risk management, and wealth transfer strategies. He focuses on understanding clients' unique situations and objectives to create customized, goals-based strategies. He is also a qualified Portfolio Manager capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His expertise includes family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School and is a member of the Investment & Wealth Institute. Seth earned a bachelor's degree from the University of Connecticut. Outside of his professional role, he resides in Stonington, Connecticut with his wife and daughter. Seth serves on the boards of the Noank Community Support Services Group and the Mystic Lions Club. His personal interests include boating, fishing, golfing, ice hockey, and spending time with his family.

Jeffrey Fazio is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1989 and joined Merrill Lynch in 1994. He holds a Bachelor's Degree in Finance from New York University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 25 years of experience, Jeffrey focuses on providing proactive advice and guidance in areas such as professional investment management, liability structuring, philanthropic planning, trust and estate strategies, education planning, family wealth management strategies, and managing new wealth. He designs integrated wealth planning initiatives tailored to clients’ investment preferences, time frames, cash-flow needs, and life priorities. Jeffrey and his wife live in Brooklyn, NY, where they raised their two daughters. Outside of work, he enjoys sailing on Fisher’s Island Sound, playing bass guitar in a cover band in New York City, boating, golfing, music, and traveling.

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.

Heather Brissette is a CFP® professional affiliated with Wells Fargo Clearing, with 12 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, Heather serves as president of the Yantic Landing Condo Association and participates on the finance committees for V.E.T.S. Equine Therapeutic Services and United Way of Southeastern Connecticut. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory to develop investment solutions, while also facilitating various financial products through bank and insurance affiliates.

Joan Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Ryan Joelson is a CFA® charterholder with 15 years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Movo Cash, Marc J. Lane Investment Management, Sagepoint Financial, and Nuveen Investments. Joelson is also the COO of Hub and Spoke Operational Support, LLC, where he manages operational support, client management, business development, accounting, and HR functions. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Linda Lee is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has previously worked at Cetera and Voya Financial Advisors. Outside of her advisory role, she is involved in selling fixed annuities and term life insurance through Lee Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by extensive research and model portfolio options.

David Schrage is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and also worked at Bank of America, N.A. for 15 years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wayne Lagasse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Cuna Mutual Group and Cuna Brokerage Services for 19 years and has been with LPL Financial since 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.