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.

Michael DeMeo is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the company, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2023 to 2024. In his role, Michael partners with clients to understand their short and long-term goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional responsibilities, Michael enjoys activities such as spending time at the beach, family activities, social events with friends, golf, outdoor adventures, and traveling.

Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously affiliated with Axa Advisors. Outside of his advisory role, Paradis is involved in office property management through Paradis Wealth, Inc. and serves as president of the Steeple View Office Association in East Greenwich, RI. He is also a member of the NFLPA Registered Player Financial Advisors Program. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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.

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.

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.

Michael Graziano is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at Equitable Advisors since 2009, following a period with Axa Advisors, LLC. Outside of his advisory role, he serves as Chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, both unpaid positions involving governance and oversight responsibilities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Alan Lao is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at RC Restaurant Group, BJH LLC, Colonial Life, and Waddell & Reed. Outside of financial advising, he has experience in the restaurant industry, having worked at Tokyo Restaurant for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Edmund Brock is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 18 years at Ameriprise Financial Services and three years at LPL Financial. Outside of his advisory role, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

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.

Thomas Minuto is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 10 years of industry experience. Prior to joining Raymond James in 2026, he spent a decade at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large network of advisors.

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.

Taylor Cann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, Cann worked at Waddell & Reed and various insurance carriers. Outside of advising, Cann is involved in several bookkeeping and office management roles across multiple small businesses. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory and brokerage services supported by research and diversified investment strategies.

Matthew Crook is a financial advisor with LPL Financial holding the Series 63 and Series 65 licenses and has 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Harold Rilling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rocket Mortgage, Bank of America, Merrill, JPMorgan Securities, and Senteo International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing system.

Stephanie Ackler is a financial advisor at Wells Fargo Advisors in New York, NY, with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2009. Ackler is a member of the New York Society of Security Analysts' Private Wealth Management Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations. The firm integrates advisory services with other financial products and provides planning options for clients meeting specific net-worth thresholds.

Nicholas Caccia is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked in mortgage services at CrossCountry Mortgage, LLC and other mortgage firms from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.