Patrick Sweeney is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm integrates structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Christopher Hodgson is a financial advisor with MassMutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services and MassMutual since 1999. Outside of his advisory role, Hodgson owns an insurance brokerage focused on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements typically involve detailed client analysis and written recommendations without discretionary investment management, and it provides additional programs such as educational seminars and event-driven planning services.

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.

Timothy Ely is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional services.

Derek Steinbrenner is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 license and possessing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Outside of his advisory role, he serves as a volunteer board member and chair of the East Greenwich Municipal Land Trust in Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating structured financial planning tools and investment strategies through its Financial Advisors and Estate Planning Strategies Group.

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.

Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.

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.

Katelyn Goodwin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co LLC for three years. Before entering finance, Goodwin held roles at Complex Media, Sony Music Entertainment, and other companies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Justin Esposito is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history at Bank New York Mellon and Bank of America/US Trust. Outside of his advisory role, he is also engaged in insurance brokerage focusing on long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.

Daniel Humbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1991 and has accumulated over 33 years of experience in the financial services industry. Daniel serves as a Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is also the founder of HTP & Associates, through which he has provided tailored wealth management services since 1992. Daniel works closely with affluent families, corporate executives, professionals, and business owners to develop customized financial plans that incorporate investment management, retirement and education outlook analysis, insurance strategies, liability management, and trust and estate planning. His team leverages the resources of a large, knowledgeable support staff, managing approximately $1 billion in client assets and liabilities as of early 2020. This approach combines the personalized attention of a boutique setting with the extensive capabilities of a global investment bank. He holds a bachelor's degree from Hofstra University and is affiliated with Merrill Lynch. Daniel is involved in his local community and pursues personal interests including football, golfing, hiking, skiing, swimming, and spending time with his family.

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.

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.

Michael Keating is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Keating serves on the Finance Committee of the Ida Lewis Yacht Club in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Gina Riccardi is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved as an employee in Riccardi's Restaurant, a restaurant and bar in Fairhaven, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad retail and institutional investment options.