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.

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.

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.

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.

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.

Peter Mcgeough is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves on the advisory board of the Saints Lawrence University Hockey Alumni Association, assisting and advising student athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Michael Sullivan is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Gregory Fater is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Northwestern Mutual and spent twelve years at DePuy Synthes. He has a minority ownership interest in a family property LLC based in Newport, Rhode Island. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Darcy Coyle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. Coyle has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Vivian Couto is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she operates an online business selling jewelry on eBay under the name Pewter Me This. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies.

Elisabeth Hickox is a financial advisor with OSAIC in Newport, RI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at JHFN SII. Outside of her advisory roles, she coaches endurance sports for amateur athletes through her sole proprietorship, Core Endurance Coaching. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios tailored to client needs.

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.