Michael Oflaherty is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Oflaherty is based in South Kingstown, Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Brian Murphy Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with LPL Financial since 2020 and previously worked as a self-employed trader for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Griffin Schroeter is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and operated as a self-employed advisor. He is also a self-published music artist based in Coventry, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network. The firm provides a comprehensive range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary portfolio management supported by research and third-party subadvisors.

Erik Wilcox is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Citizens Securities, Inc. from 2014 to 2022. He is also involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

James Curran is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he owns and operates OHANA Partners LLC, an investment-related business based in Narragansett, RI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Leslie Pierini is a financial advisor with Edward Jones in Wakefield, RI, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is an owner of a timeshare group based in Atlanta, GA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Welles is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Catarina is a financial advisor at Cetera with one year of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Prior to joining Cetera, he worked at Parametric and Schwab Asset Management. Catarina is also involved with Pioneer Financial Group as a financial professional and sells fixed insurance products. Cetera Investment Advisers LLC supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services delivered through a multi-manager platform with various program structures and custodial relationships.

William Richard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliated firms since 2016 and spent nine years with Investors Capital Corporation prior to that. In addition to his advisory role, he is also an agent for fixed insurance products, including life, health, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

John Schultz is a financial advisor with Ameriprise in North Kingstown, RI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience in the restaurant and education sectors. Before becoming an advisor, he worked at Greenwich Bay Oyster Bar and Gregg's Restaurants & Taverns, as well as the North Kingstown School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Peter Gobis III is a financial advisor at Edward Jones in East Greenwich, RI, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to Edward Jones, he worked at Everflow Supplies, Inc., Accudynamics, and operated Gobis Consulting Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Robert Thevenet is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. His career includes roles at Cambridge Investment Research, Inc. He is active outside of advising as a member of the Jewett City Savings Bank Board of Directors and the Voluntown Republican Town Committee, and he also contributes as a National Ski Patrol instructor providing first aid and emergency care training. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, allowing customization to client objectives with discretionary or non-discretionary management options.

Paul Sheinkopf is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheinkopf is based in Charlestown, RI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party management, and a range of financial products through an integrated platform.

Francis Nuzzolo is a Series 66-licensed financial advisor with UBS Financial Services, based in Charlestown, RI, and has three years of industry experience. He has worked with UBS since 2021 and previously held positions at FN Builders, Symmetry Partners, and Advanced Property Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Walter Casagrande is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in New York City, where he has been practicing since 2005. He specializes in family wealth management strategies, liquidity management, and portfolio management services. Walter emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals and needs to develop a personalized financial strategy. Walter holds a Bachelor's Degree from Drexel University and is recognized as a Personal Investment Advisor (PIA). He leverages the investment insights of Merrill Lynch Wealth Management along with the banking and lending solutions of Bank of America to provide clients with integrated financial services. In addition to his professional responsibilities, Walter participates in community activities through volunteering, including work with SOS Animal Rescue. Outside of his professional life, Walter enjoys biking, football, golfing, ice hockey, skiing, traveling, watching movies, and spending time with his family.

Kyle Conley is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He focuses on developing strategies to address the financial and investment needs of both individuals and companies, including private and public entities. Utilizing the resources available through Merrill Lynch and its strategic partners, Kyle works to manage clients’ assets and liabilities by crafting personalized wealth management plans tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle holds a bachelor's degree in Economics from Boston College and has furthered his studies in international economics at the University of Melbourne in Australia. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Residing in Syosset, NY with his wife and three children, Kyle is active in his church and local community. He maintains a commitment to the Merrill tradition of community involvement through volunteer work with local organizations.

Jeremy Seidman is a financial advisor with UBS Financial Services in Narragansett, Rhode Island, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory work, he serves on the board of directors for the MIT Sloan Boston Alumni Association, where he chairs the annual MIT CFO Summit, and is also a board member of Coaching4Change, a nonprofit focused on coach education and youth empowerment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of financial services, including custody, underwriting, and capital markets activities.

Nicholas Manning is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is the owner of ANGyL Services, LLC. In addition, Manning has a technical background with ten years at the Naval Undersea Warfare Center. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Theresa Daly is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing four years of industry experience. She has held positions at several firms including LPL Enterprise and Prudential, and currently serves as an adjunct business professor at Southern New Hampshire University and the Community College of Rhode Island. J.P. Morgan Securities LLC primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.