Jeremy Martin is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that focus on modeling outcomes rather than specific security recommendations.

Eric Werblow is a financial advisor with RBC Capital Markets in Newport, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously served at City National Bank starting in 2019. Outside of his advisory role, he is a committee member of Newport Havurah, a reform Jewish religious group, where he participates in business committee activities related to charitable donations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory programs that integrate multiple investment managers, rebalancing options, and responsible-investing screens.

Michael Mcgreavy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. In addition to his advisory work, he serves as treasurer of Rolli Financial Inc., a Subchapter S corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Patrick Sweeney is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in Newport, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Christopher Hodgson is a financial advisor with MassMutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services and MassMutual since 1999. Outside of his advisory role, Hodgson owns an insurance brokerage focused on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements typically involve detailed client analysis and written recommendations without discretionary investment management, and it provides additional programs such as educational seminars and event-driven planning services.

Lisa Forness is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She previously worked at Stifel for 22 years before retiring from the industry twice between 2018 and 2024. Outside of advisory work, she is an author of a children’s book titled *Bartholemew and the Summer of Grace* and owns a publishing company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Brenden Bowers is a financial advisor with Ameriprise in Bristol, RI, holding Series 65 and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate tailored retirement recommendations, emphasizing assets held in Ameriprise Managed Accounts.

Timothy Ely is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Outside of finance, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Derek Steinbrenner is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chair of the East Greenwich Municipal Land Trust and volunteers on a local government board in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stephen Randolph is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, working in their Bristol, RI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Hillary Feeney is a Series 66 licensed financial advisor at Merrill with five years of industry experience. She has worked at Merrill and Bank of America since 2019 and previously spent three years at Capital Good Fund. 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 a range of model-based and discretionary strategies for individual and institutional investors.

Andrew Augustus is a financial advisor with LPL Enterprise, holding a Series 66 designation and entering the industry in 2026. Prior to joining LPL Enterprise, he worked at KPMG LLP for three years and has experience in roles outside the financial sector, including positions with Rail Explorers and Home Healthsmith LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform that includes third-party asset management and affiliated insurance products.

Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Katelyn Goodwin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co LLC for three years. Before entering finance, Goodwin held roles at Complex Media, Sony Music Entertainment, and other companies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Joshua Woerdeman is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he owns Avspresso Roasters, an online coffee sales and dropshipping business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Gough is a financial advisor with Edward Jones in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Amica from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ronald Ellis Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he serves as a flotilla staff officer with the United States Coast Guard Auxiliary in Fairhaven, MA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diane Diblasi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment offerings.

Michael Keating is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Keating serves on the Finance Committee of the Ida Lewis Yacht Club in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Gina Riccardi is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved as an employee in Riccardi's Restaurant, a restaurant and bar in Fairhaven, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad retail and institutional investment options.