Sarah Paiva is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is also employed by JPMorgan Chase Bank, N.A., where she offers bank products and discretionary investment management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies, leveraging both in-house and third-party managers, and offers integrated capital markets and lending capabilities.

Keith Peacock is a CFP® professional affiliated with LPL Financial in Providence, RI, with 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in non-variable life insurance business through The Virtus Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management.

Jared Tack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in comprehensive wealth planning, investment management, banking and lending strategies, and coordinated advice for corporate executives, business owners, high-net-worth families, and retirees. Before joining Merrill Lynch, Jared accumulated more than 16 years of experience in enterprise technology sales and leadership, working with Fortune 500 organizations to address complex business challenges. This background informs his approach to wealth management, emphasizing thoughtful questions, careful listening, and practical solutions. As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Wealth Management Advisor™ designee, Jared is dedicated to building long-term relationships grounded in trust and personalized service. Jared holds a Bachelor's Degree from the University of Phoenix and has earned professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

Oliver Semeth is a Planning Consultant who collaborates with advisors and the Wealth Management Team to help clients develop and implement customized financial plans tailored to their needs. He has worked at Fidelity Investments in various roles, including Investment Solution Representative II in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Oliver has interests in art, cars, social events with friends, hiking, outdoor adventures, and traveling.

Jamarie Bradshaw is a financial advisor with Merrill based in Riverside, RI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, Bradshaw worked at Bank of America and held roles at Abbvie, Amazon, and the University of Connecticut. Outside of advising, Bradshaw owns and manages a for-profit property investment entity. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Patrick Le Beau is a CFP® with 33 years of industry experience and is currently with Morgan Stanley in Providence, RI. His prior roles include positions at Merrill and Bank of America. He serves as President of the board for Foster Forward, a charitable organization that supports foster parents and foster children. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies.

Peter Lenza Jr. is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fidelity Investments, and various positions within the restaurant and retail sectors. He has also worked in education at Bridgewater State University and Bristol Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Greene is a Certified Financial Planner® with 19 years of industry experience, currently serving at Charles Schwab since 2018. Prior to joining Schwab, he worked at Fidelity for 12 years. Outside of his advisory role, Benjamin is active as a musician, performing regularly. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and provides a range of bundled brokerage, custody, and advisory services.

Douglas Nani is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Parish Finance Council of St. Sebastien Church in Providence. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a substantial asset base and delivers services both directly and through corporate agreements.

Stephen Eno is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1974, focusing on creating financial strategies and providing advice tailored to individuals, their families, and businesses by addressing their short- and long-term financial goals. Stephen holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree and a Master's Degree from Providence College, as well as a Master's Degree from Bryant College. In addition to his professional work, he is actively involved in community service and volunteers with local organizations, reflecting Merrill Lynch's tradition of community participation.

Michael Wharton is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) certifications. Michael began his financial career while pursuing a degree in economics at the University of Rhode Island, where he also earned his MBA. His early experience includes work at Webster Bank as a part-time financial consultant. Since joining Merrill Lynch full-time in 2016, Michael has focused on wealth management, working with clients to manage investment portfolios and develop comprehensive financial strategies. He has worked on Merrill's "Premium Elite Plus" desk, advising clients with net worth exceeding $10 million. In 2023, he joined the Calbi-Abbate group at Merrill Lynch, contributing to a team with extensive industry experience. Outside of his professional work, Michael resides in South Kingstown, Rhode Island with his wife Lauren, their son Weston, and two dogs. He is active in his community as a member of the Rotary Club of Wakefield. Michael enjoys outdoor activities such as basketball, golf, and snowboarding.

Angelo Gordon is a financial advisor at J.P. Morgan Securities in New Bedford, MA, holding a Series 66 designation with three years of industry experience. He previously worked at Fidelity Investments and has held various roles across different industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Reese Bowden is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Embrace Home Loans, and BankNewport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and established investment estimates to develop financial plans.

Olamide Rice is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Olamide worked at Bank of America and has held roles in education at Dalton Education/New York University and the Community College of Rhode Island. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Marotto is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017, with a brief interval at Down City Parking and Down City Paking, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Zahakos is a CFP®-designated financial advisor with 41 years of industry experience, currently with UBS Financial Services since 2008. He serves as a member of the board of directors for Westmore Owners Corp, a New York City cooperative building. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Capuano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Merrill since 2022 and has prior experience including positions at Billias Enterprise, the University of Rhode Island, and the Community College of Rhode Island. Capuano serves as a Program Director for Special Olympics Rhode Island, where he organizes practices, fundraisers, and volunteer activities. 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, pension plans, corporations, and charitable organizations.

Marc Verga is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies, supported by structured planning tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct individual engagements and workplace financial planning agreements.

Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.