Warwick, RI Jefferson Boulevard Office

Gregory Beaulieu is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018, following six years at Jhfn Sii. In addition to his advisory role, Beaulieu owns a sole proprietorship involved in insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Alfonso Cumplido is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Jhfn Sii for eight years. Cumplido serves as an incoming vice president and board member of the CFA Society Providence, where he leads financial literacy efforts, and he is also a board member of Millennial Rhode Island, a local networking group for young professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services through a large network of advisers and employs various asset-allocation tools and third-party platforms to customize portfolio management.

Walter Nencka Jr. is a financial advisor with OSAIC in Warwick, RI, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. He also engages in insurance sales as a sole proprietor. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple platforms to manage portfolios that can include a range of securities and alternative investments, with both discretionary and non-discretionary account options.

Kevin Beaulieu is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he worked for Signator Investors, Inc. for 31 years. Beaulieu operates a fixed life insurance brokerage and a life and health insurance sole proprietorship. Osaic Wealth, Inc. serves a wide range of clients including retail investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset allocation tools, risk-tolerance questionnaires, and access to third-party money managers, offering portfolios that include a variety of investment types managed on both discretionary and non-discretionary bases.

Marenglen Elezi is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Ameriprise, and State Street Corporation. Elezi also serves as Director of Investment Operations at Independence Financial Partners, where he is responsible for trades, models, research, and investment meetings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Mary Brimer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Her prior roles include positions at SagePoint Financial, the ON Equity Sales Company, Guardian Life Insurance Company of America, and Ohio National Financial Services. She also operates under the business name Ginger Green Financial and serves as an insurance agent. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Marcin Krolikowski is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii. In addition to his advisory role, Krolikowski is an associate professor at Providence College and serves as vice president and secretary of the CFA Society Providence. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with a multi-platform approach that incorporates asset allocation tools, risk assessment, and access to third-party managers.

John Gautreaux is a financial advisor at OSAIC with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked at Beaulieu Financial Group starting in 2001. Gautreaux also provides group employee benefits and small business health insurance as a broker. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services that utilize asset-allocation tools and third-party resources to construct and manage portfolios across multiple asset classes.

James Beaulieu is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018, following ten years at Jhfn Sii and 26 years at The Meriden Group Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms, employing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Brendon Pierce is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, INC., SII, and MetLife Securities Inc. Pierce also operates an insurance brokerage as a sole proprietor, focusing on life, annuities, long-term care, and disability insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and access to third-party money managers.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.

Richard Beaulieu Jr. is a financial advisor at OSAIC with over 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes 33 years at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory work, Beaulieu manages several maritime-related businesses, including yacht charter companies. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing 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 across various asset classes.

Ryan Meyer is a CFP® with 13 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held previous roles at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities, and Ameriprise. Outside of financial advising, Meyer serves on the board of directors for the Narragansett Lions Club, a volunteer organization that raises funds for local charitable causes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of brokerage and advisory services, utilizing advanced portfolio construction tools and various third-party platforms to support both discretionary and non-discretionary account management.

Michael Harrington Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates and Signator Investors, as well as John Hancock Mutual Life Insurance Co. Outside of his advisory work, Harrington has been a volleyball coach at Bishop Hendricken High School since 1994 and serves as a coach and director for the South County Junior Volleyball Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.