Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has been with Equitable Advisors since 2011, including during its prior iteration as Axa Advisors. Paradis is involved as president of the Steeple View Office Association and participates in the NFL Players Association Registered Player Financial Advisors Program. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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 institutional investors.

Gregory Voigt is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2016, he worked at Merrill for 23 years. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anestis Diakopoulos is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 designations. He has 18 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Diakopoulos is based in Warwick, Rhode Island. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of adviser representatives. The firm’s investment approach is model-driven, relying on portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and insurance-related services.

Dorene Soscia is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Morgan Stanley since 2009 across two consecutive periods totaling 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling, providing advisory services without making individual security recommendations as part of standalone planning.

Caitlyn Beauregard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked for Bank of America Private Bank from 2012 to 2024. Beauregard serves as Secretary on the Board of Directors for the Estate Planning Council of Rhode Island, a nonprofit organization focused on estate planning networking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016 and is also associated with The Virtus Group, where he has worked for 14 years. Outside of his advisory work, Kyle coaches at East Greenwich High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Michael Medici is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to individual client needs. His areas of expertise include employee benefits planning, family wealth management strategies, liquidity management, retirement income, portfolio management services, and socially responsible, values-based, and ESG investing. Additionally, he serves clients involved in sports and entertainment and focuses on tax minimization and managing new wealth. Michael holds a Bachelor's Degree from the University of Rhode Island and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved in the community as a youth soccer coach and has personal interests that include adventure sports, boxing, football, golfing, hiking, music, soccer, swimming, writing, and spending time with his family.

Adam Pennacchio is a Series 66-licensed financial advisor with Morgan Stanley, based in Providence, RI, and has 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Marc Gustafson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Liberty Mutual and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams for a range of clients including individuals, high-net-worth clients, and organizations.

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.

Gilbert Medeiros is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bank of America and has experience in diverse fields including the Eastern Poker Tour and teaching at Bristol Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

John Jamieson is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has prior experience in the restaurant and hospitality industry, including roles at Precint 10 Restaurant, Granite Links Golf Club, Bay Pointe Waterfront Restaurant, and Gustos Pizza. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Mahoney is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Naun is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His prior roles include positions at Agru America, South Atlantic Bank, and involvement with the CoBE Institute and Greater Nashua Mental Health. Outside of finance, he is associated with College Curtains LLC, an entrepreneurial venture he has been engaged with for two 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Conaty is a financial advisor at Ameriprise in Barrington, RI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Sensata Technologies Co. and Citizens Bank, N.A., as well as periods as a full-time student. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm employs a collaborative, non-discretionary approach to implementation and uses proprietary research and third-party data to inform asset allocation and withdrawal strategies.

James Cannon is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. He also spent several years at the University of Rhode Island and the Rhode Island Country Club prior to his current roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheryl Fonseca is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and research tools.

Kara Museler is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Peter Corsi Jr. is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Crestwood Advisors LLC and Endurance Wealth Management, Inc. He joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial solutions including discretionary portfolio management and alternative product distribution.