Middletown, RI 850 Aquidneck Ave Office

Benjamin Fernandez is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. Fernandez is also a notary public. 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 financial planning, various advisory programs, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

Declan Walmsley is a financial advisor with LPL Financial in Middletown, RI, holding a Series 66 designation. He has been in the industry since 2025, with prior experience that includes roles at Finn & Meehan Wealth Management and Lifetime Moving Co. His background also includes various positions in education and community recreation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.

Sharon Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2007 and operates under the Finn and Meehan Wealth Management DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and advanced portfolio management technologies.

John Finn is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 1997. Finn occasionally sells fixed insurance products, including life, disability, long-term care, and fixed annuities. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.