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.

Gerald Nissly is a financial advisor with LPL Financial in Wakefield, RI, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has worked with LPL Financial since 2008. Outside of advising, he is a notary and has had a DBA business entity named Nissly Lawlor Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

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 financial advisor with Ameriprise in Wakefield, RI, holding CFP®, Series 66, and Series 63 designations and has seven years of industry experience. Prior to Ameriprise, he worked at HSBC Private Bank for five years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

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.

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 in South Kingstown, RI, holding Series 66 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2015, he worked for the Cranston Police Department from 2008 to 2017. He is the owner of 41SeventyOne, LLC, an entity that supports the operations of his Ameriprise financial practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

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.

Thomas De Nicola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Tyler Stone is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing advisory services since 2015. He specializes in developing strategies and offering advice tailored to individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Tyler primarily works with private equity and financial services partners, corporate executives, and medical professionals. Tyler holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Stamford. He earned a Bachelor's Degree in Finance from the University of Rhode Island. In addition to his professional pursuits, Tyler participates in community service activities, volunteering with organizations such as Habitat for Humanity, the Rhode Island State Police, and the South Kingstown Partnership for Prevention. He balances his time between New York City and Narragansett, Rhode Island, with his wife, Raquel. His personal interests include baseball, basketball, football, interior decorating, soccer, spending time with his family, watching movies, and woodworking.

Steven Packard is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 66 designation and has worked previously at Baseballism, Edward Jones, F&R Manufacture, Talus Payments, and World Financial Group. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers sub-advisory and retirement plan services.

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.

Kimberly Holmes is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. She has held positions at Edward Jones since 2018 and previously worked at MML Investors Services and The Harvest Group LLC. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Giancarlo Pannone is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Newport, RI, having previously worked at New England Professional Planning Group, Raymond James Financial Services, Bank of America, and Merrill. His background includes roles in both advisory and private banking services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning solutions.

Terence Glackin is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Royal Alliance Associates, Inc., Signator Investors Inc., and John Hancock/Beaulieu Financial Group. Outside of his advisory work, he coaches sailing and manages boat preparation for sailboat racing in Newport, RI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Laurence McHugh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Legacy Financial Advisors, Sagepoint Financial, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.