Peter Mcgeough is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked across multiple Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, National Association. Mcgeough serves on the advisory board of the Saints Lawrence University Hockey Alumni Association, helping and guiding student athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to individuals and institutional clients. The firm manages a broad range of assets and employs structured planning tools, including Monte Carlo simulations, to assist clients with financial planning.

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 at Wells Fargo Clearing with 16 years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo in 2016, Coyle worked at UBS Financial Services from 2010 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

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 credentials and bringing 22 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Jhfn Sii, and Wells Fargo Clearing. Outside of her financial advisory work, she provides endurance sports coaching to amateur athletes through a sole proprietorship. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across multiple custodial and program arrangements.

Scott Blair is a financial advisor with Morgan Stanley in Narragansett, Rhode Island, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services, leveraging firm-approved tools and investment insights to support client goals.

Steven Frazier is a financial advisor at LPL Financial with 14 years of industry experience. He holds the 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

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.

Daniel Gamm is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Newport, RI. Gamm serves on the boards of the Boys and Girls Club of Pawtucket and the JCDS Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with advisors.

Frederick Bellows is a financial advisor with J.P. Morgan Securities in Newport, RI, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Citizens Securities, Mass Mutual Life Insurance Company, Merrill, Morgan Stanley, Cuna Brokerage Services, and Fidelity. Outside of his advisory work, he is involved as an owner and partner in private business ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging wider capabilities in derivatives and commodities.

Gerald Nissly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 56 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years and Wells Fargo Clearing for one year before joining LPL Financial in 2008. In addition to his advisory role, he is a notary public based in Danbury, Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Christopher Barclay is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Brian Blackerby is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at HSBC Private Bank and HSBC SECURITIES (USA) Inc. from 2013 to 2020. Ameriprise Financial Services is a large institution serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes an internal committee and algorithmic tools to provide tailored recommendations within a defined investment framework.

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, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Prior to joining Ameriprise, he worked for the Cranston Police Department for nine years. He is also the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise Financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, utilizing a combination of internal research, third-party data, and algorithmic tools.

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.

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.

Donald Masseur is a financial advisor with Ameriprise in Kingston, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business operations as COO and CFO of SNE Operations, LLC, which provides financial planning and managed account support services. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.