James Ward is a financial advisor with Edward Jones in South Kingstown, RI, holding a Series 66 designation and five years of industry experience. His prior work includes over two decades at MetLife Securities Inc. and two years at Farmers before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nicole Johnson Fitzgerald is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 1999, accumulating 27 years of industry experience. Based in Charlestown, Rhode Island, she has spent her entire career with Fisher Investments. Outside of advising, she is involved with ENF Holdings as a landlord owner. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and defensive tactics to manage risk.

Michael Quirk is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Outside of advising, he serves as a corporator for MountainOne Bank and is an authorized signer for the Jared Lewis Quirk "Good Guy" Scholarship charity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options.

Emmy Sau is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she assists occasionally as a manager in a restaurant hospitality business in Huntington, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Christy Cihat is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2013. Prior to her advisory role, she spent ten years at TJ Maxx in a customer service position. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans 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, separately managed accounts, and affiliated mutual funds.

Ian Devine is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Davin and Kesler, Inc in 2018. Devine has also served in the Rhode Island Air National Guard since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Ryan Corry is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Based in Wakefield, RI, Corry serves a diverse client base through his firm. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Abbe Lassow is a financial advisor with Ameriprise in Narragansett, RI, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, Lassow is involved with SNE Operations, LLC, where she provides management and strategic support for the Ameriprise Financial Practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Leah Gardiner is a CFP® and holds a Series 66 designation. She has 11 years of experience in the financial industry and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Bruce Buck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 20 years of industry experience. He has been with Ameriprise since 2005, serving in various capacities within the firm. Outside of his advisory role, he serves on the Board of Directors for the Kappa Rho Alumni Association of the Pi Kappa Alpha Fraternity and engages in writing fiction and freelance voiceover work. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Christian O'Neill is a CFP® with 16 years of industry experience, currently serving at Cetera. His work history includes roles at Avantax Investment Services, Citizens Securities, and Matoney Tax & Financial, where he also acts as a tax preparer and enrolled agent. O'Neill serves as trustee and executor for family estate matters involving the will of his uncle. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a broad network of advisors and provides access to a range of investment strategies and third-party managers.

Steven Mayo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Chickasaw Securities LLC and multiple Cetera entities dating back to 2012. He also worked with RI Hitmen from 2020 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Donald Horne is a CFP®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has held roles at Elite Brokerage Services Inc and Pioneer Financial Group, among others. Outside of advisory work, he serves as director of the Lisa Rego Horne Memorial Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets.

Leo Varriale is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior work includes roles at TD Bank N.A., TD Private Client Wealth LLC, and TD Ameritrade Inc. Outside of his advisory work, he has interests in real estate ownership unrelated to his investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and algorithmic tools to deliver customized, tax-efficient income strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.

Shawn Juenger is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of Charlestown, RI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.