Kristen Dalton is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to help clients develop financial plans.

Benjamin Fernandez is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. Fernandez is also a notary public. 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 financial planning, various advisory programs, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

William Swerdlick is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes positions at MFS Fund Distributors, Inc., Rarebreed Veterinary Partners, Raymond James/Cornerstone Financial Partners LLC, and Crestwood Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs with a network of over 23,000 financial advisors nationwide.

Matthew Rick is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Bank, Bank of America Merrill, and PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Denise Roberts is a financial advisor with Morgan Stanley in Newport, Rhode Island, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and comprehensive asset management.

Angelo Gordon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Joseph Marshall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His career includes roles at Cetera Advisors LLC and Investors Capital Corporation, along with operating J. Marshall Associates since 1989. Outside of advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee, is a board member of the Fall River Redevelopment Authority, and participates in local nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

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.

Nelson Linhares is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to his advisory role, Linhares is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Brian Megley is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Bellevue Private Wealth and Investors Capital Corporation. Outside of his advisory work, he serves as Chairperson of the Rhode Island Saltwater Anglers Association, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial consulting services through a multi-manager platform with access to affiliated and unaffiliated managers across multiple program structures.

Jennifer Vaughn is a financial advisor at Morgan Stanley in Newport, RI, holding a Series 66 designation with five years of industry experience. She previously worked at Merrill for eight years and at Target for two years. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with market modeling techniques as part of its advisory services.

Thomas Pavlovich is a financial advisor with Ameriprise in Fall River, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Pavlovich serves on the Board of Directors for Seekonk Girls Softball, Inc. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Harold Seidler is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved with Harbor Lane, LLC, a vacation rental home business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling methodologies.

Kelsey Hyman is a financial advisor with Cetera Wealth Services, LLC, holding a PFS™ designation and Series 63 and 65 licenses, with 16 years of industry experience. She has worked with Avantax and Lighthouse Wealth Management Advisors Ltd and operates a tax preparation and consulting business focused on individuals, small businesses, estates, and trusts, including social security planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform with a variety of investment program options.

Hannah Mcnomee is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions with a focus on diversification and modern portfolio theory.

Dorothy Stanton is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2016. 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 uses structured planning tools and modeling techniques to support its financial planning process.

Sarah Doolan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Joest LLC and NNMV Inc / Mavilis LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Mc Dowell is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2013 in various capacities including Schwab Trust Bank and Charles Schwab Investment Advisory. Her background is exclusively with Charles Schwab affiliates. Outside of finance, she pursues singing and acting as a freelance activity. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated, multi-asset allocation approach and access to alternative investments.