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.

Neil Anthes is a CFP® professional with nine years of industry experience, currently serving at Raymond James Financial Services Advisors since 2022. Prior to this, he was with Edward Jones from 2016 to 2022. Outside of his advisory role, he is president of Sound Financial Partners and CEO of Sound Financial Planning, LLC, both firms engaged in financial planning and investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

James Burns is a financial advisor at LPL Financial with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Dime Bank and Northstar Wealth Partners LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research including strategic and tactical investment approaches.

Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at various insurance carriers for W&R Insurance Agencies, Waddell and Reed, Inc., Ameriprise Financial Services, Inc., and Kj Designs and Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Richia Allen is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Allen has also been affiliated with Westerly Community Credit Union since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

Scott Blair is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment committee insights.

Steven Frazier is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for six years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in modeling on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives, offering various advisory programs and financial planning services.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Nissly is a financial advisor with LPL Financial in Wakefield, RI, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has worked with LPL Financial since 2008. Outside of advising, he is a notary and has had a DBA business entity named Nissly Lawlor Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Brian Blackerby is a financial advisor with Ameriprise in Wakefield, RI, holding CFP®, Series 66, and Series 63 designations and has seven years of industry experience. Prior to Ameriprise, he worked at HSBC Private Bank for five years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Thomas Robarge is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include five years at Cambridge Investment Research, Inc. He also has involvement in non-variable insurance activities and operates Mystic Financial Group LLC in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Spencer Seitz is a financial advisor with Ameriprise in Uncasville, CT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Seitz serves on the Board of Directors for the Fishermans Viability Trust, a nonprofit focused on mitigating damage to the local fishing community attributed to windmill developments. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic automation in its recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Ricci is a financial advisor with Ameriprise in South Kingstown, RI, holding Series 66 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2015, he worked for the Cranston Police Department from 2008 to 2017. He is the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise financial practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

Taylor Fiore Chettiar is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at Taxpros & Realty Group and Tricia Fiore CPA LLC, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Peter Maloney is a financial advisor with Morgan Stanley in Westerly, RI, holding the Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at UBS Financial Services for 11 years and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

William Conlan is a Series 66 licensed financial advisor with Merrill in North Kingstown, RI, with one year of industry experience. His prior work includes positions at Bank of America, Citizens Bank, and Bryant University. 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 investment strategies for individuals, institutions, and charitable organizations.