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.

Joseph Ford is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wolters Kluwer Legal Education and eCampus.com. Outside of his advisory role, he is involved with GLG and works as a Channel Relationship Manager for Kortext, a digital content company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Elizabeth Souza is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Rockland Trust Co. and LPL Financial since 2014. Outside of her advisory role, she is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

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.

Emily Shea is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with additional professional experience in advertising and other industries prior to joining the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.

Jason Hawkes is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. In addition to advisory services, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its investment solutions.

Kimberly Butterfield is a financial advisor at Cetera with 26 years of industry experience. She holds the ChFC®, Series 63, and Series 65 credentials. Prior to her current role, she worked at Investors Capital Corporation and has been involved with J. Marshall Associates Inc. since 2000. Butterfield serves on the board of the Faxon Animal Rescue League and is a board member of the Rotary Club of Fall River. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment managers.

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 Providence, RI, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Citizens Securities, Mass Mutual Life Insurance Company, and National Financial Services LLC. Outside of his advisory work, he has ownership interests in Bellows Co Inc. and MBN LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

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.

Angela Wilkins is a financial advisor with Edward Jones in Little Compton, RI, holding CFP® and Series 66 designations and having seven years of industry experience. She has worked at Edward Jones since 2016, with prior roles in self-employment, Sel Rrose, and Saltwater Fitness. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Savastano is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns Hair Affair, Inc., a retail hair salon, and serves as a mentor to entrepreneurs through the organization E-for-All. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.

Anthony Kutsaftis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also an agent for Aquidneck Island Insurance, a property and casualty business operated by his family. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines its own resources with third-party portfolio management and affiliated insurance offerings.

Robert Beese is a ChFC® and holds a Series 66 license with 25 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has had a long tenure at Pioneer Financial Group since 2000. Outside of his advisory role, he owns A & E Investments, LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.