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.

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 with Merrill, based in Middletown, Rhode Island. She has six years of industry experience, including roles at Capital Good Fund and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Andrew Augustus is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at KPMG LLP, University of Massachusetts - Dartmouth, and Rail Explorers. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and consulting services.

Joseph Saccente is a financial advisor at Osaic Wealth Inc with a Series 65 designation and five years of industry experience. His prior roles include positions at Whitestone Analytics and Gilsanz Murray Steficek LLP, as well as a period at the University of New Hampshire. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with tools like efficient frontier analysis and supports both brokerage and advisory services through a multi-advisor platform.

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.

Eric Gunness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining LPL Financial in 2006. Outside of his advisory work, he is involved in creative pursuits including music and art, and teaches financial literacy through community organizations and churches. He also volunteers as a middle school track coach and supports local groups addressing violence reduction. 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 diverse advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

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 in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. In addition to her advisory role, she receives compensation for sales and referrals of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors using model-driven investment strategies supported by third-party portfolio managers and custodians.

Benjamin Fernandez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with LPL Financial since 2013. Fernandez also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

William Swerdlick is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Crestwood Advisors, Raymond James/Cornerstone Financial Partners LLC, Rarebreed Veterinary Partners, MFS Fund Distributors, Inc., and Morgan Stanley & Co. LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Angelo Gordon is a financial advisor at J.P. Morgan Securities in New Bedford, MA, holding a Series 66 designation with three years of industry experience. He previously worked at Fidelity Investments and has held various roles across different industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Erin Homsy is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2020, following prior roles at Securities America and Invest Financial. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.

Bonnie Kirchner is a CFP® with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has served in financial advisory roles at Cambridge Investment Research, Inc. since 2010 and operates her own financial planning and investment management firm, Even Keel Financial Services, LLC. Kirchner is also an author of financial education publications, founder of Sea Change Financial Education, and serves as adjunct faculty at Bentley University. Additionally, she holds a board position as treasurer of the Beverly Yacht Club. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies under the Founders Gate Capital brand.

Jaime Barnes is a financial advisor with Ameriprise in Westport, MA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Barnes serves as Treasurer on the Board of Directors for Friends Academy, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Travis Kessock is a CFP® certificant with 22 years of industry experience and has been with Edward Jones since 2003. He is based in North Dartmouth, MA, and holds Series 63 and Series 66 registrations. Outside of his advisory role, Kessock is involved as a partner and informal advisor in a restaurant group and related investment entities in Foxboro, MA. 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 supported by a large nationwide network of advisors and branch offices.

Matthew Sykes is a financial advisor at Edward Jones in Portsmouth, RI, holding a Series 66 designation with one year of industry experience. He previously worked for St. James's Place/REGENCY WEALTH LTD from 2018 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.