Frederick Arbusto III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is also involved as an owner of South County Financial Group in Wakefield, Rhode Island. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation, alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Robert Capone is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Gregg Libutti is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Agia, and VALIC Financial Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Sharon Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2007. 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 a range of financial planning and portfolio management services, utilizing both in-house and third-party strategies, and supports its advisors with advanced research and operational tools.

Christopher Puranananda is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 credential and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously spent 11 years at Sonus Networks. Outside of his advisory role, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

John Finn is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 1997 and occasionally sells fixed insurance products including life, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Matoney is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Avantax in various advisory and insurance roles for over two decades. Outside of his advisory work, he operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

James Hilton, Sr. is a financial advisor with UBS Financial Services in Newport, RI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the U.S. National Sailing Hall of Fame, a nonprofit educational organization dedicated to preserving and promoting America's sailing legacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with model-based asset allocations and research from its Chief Investment Office and global teams. The firm integrates institutional trading capabilities with wealth management services across a broad platform of capital markets and advisory solutions.

Daniel Pellegrino is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2011 to 2025 before joining Cetera Investment Advisers, LLC and Cetera Advisors, LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.

Ryan Vaughn is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at LPL Financial, Bank of America, and Merrill Lynch. In addition to his advisory role, he is associated with South County Financial Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and consulting to client goals and is known for its municipal advisory affiliation and customizable SIMPLE IRA Employer Advisory program.

Charles Edenbach is a financial advisor with Wells Fargo Clearing in Newport, RI, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Ericka Bruce Devine is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at inMusic from 2015 to 2022. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Edmund Brock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is also a notary public. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Samantha Seitz Elsing is a financial advisor with Ameriprise in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.

Guy Rizzo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president and board member of the Mariner Square Condominium Association and is a notary public in Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patrick Galligan is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. He has been with Merrill since 2017 and previously worked at Valley Associates INC and Bank of America, N.A. Outside of his advising role, Galligan serves as a referee and official for youth and young adult hockey games under USA Hockey. 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 individuals, high-net-worth clients, and various institutional investors.

Christopher Yalanis is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. Previously, he worked at Citigroup Global Markets from 2002 to 2009. He serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee at the Boys & Girls Club of Newport County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Crook is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ian Gerrior is a financial advisor with OSAIC holding a Series 66 designation and 24 years of industry experience. He has worked at Royal Alliance Associates, INC., Sii, and Securian Financial Services, Inc. He is also the owner of a woodworking business called Fogland Woodworks. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and utilizes a complex affiliate network supporting various investment strategies.