Top advisors focused on women business owners in Rhode Island

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

Brittany Moran is a Certified Financial Planner® with 19 years of industry experience. She has been with Lincoln Capital Corporation since 2011. Lincoln Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and integrated financial planning with a fee-only approach. The firm manages over $400 million in client assets through a small team, employing fundamental, technical, and cyclical analysis across various investment types.

Connor Donnelly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles outside finance such as independent contractor positions with Uber and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

George Hadfield IV is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1998 and continues at Ameriprise since 2020. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling tools with a centralized consulting team to provide non-discretionary advice, focusing on assets managed within Ameriprise accounts.

Jeremiah Figueroa is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Jeremiah provides guidance on a range of financial topics including general investing, retirement planning, and emergency savings. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jeremiah holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the Massachusetts College of Liberal Arts. He values building relationships with clients to deliver ongoing advice tailored to their evolving needs. Outside of his professional work, Jeremiah is involved with Awakening Church.

Alberto Boulton is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in financial services after moving to Miami and joining Merrill in 2016. Alberto initially served as a Registered Client Associate and later transitioned to a client-facing role as a Financial Advisor. His responsibilities include securities trading, accounts rebalancing, reconciling trades and settlements, evaluating investment opportunities and strategies for clients, and performing client reviews. Alberto holds a Bachelor's Degree in Finance and International Business from Florida International University and a Master's Degree in Finance from the University of Miami. He also earned the Certified Private Wealth Advisor (CPWA) designation granted by the Investments & Wealth Institute in conjunction with Yale University. His expertise spans family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, special needs planning strategies, as well as women and wealth. Born in Caracas, Venezuela, Alberto lived most of his life there before moving to the Dominican Republic and later to Miami. His multicultural background aids him in understanding client needs and navigating financial markets. Outside his professional life, Alberto enjoys spending time with his family, as well as engaging in activities such as baseball, boating, camping, golfing, hiking, horseback riding, skiing, tennis, and traveling.

Kelly Lynch Moloney is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Palisade Capital Management, LP and previously worked at Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management, LP is an SEC-registered adviser managing approximately $4.2 billion for a variety of individual and institutional clients. The firm employs a research-intensive, bottom-up investment process across equity and convertible strategies and offers discretionary portfolio management, customized account restrictions, and tailored fee arrangements.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.