Matthew Anghinetti is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at YMCA, Stonehill College, and QCI Engineering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolio solutions incorporating AI and systematic strategies.

Irene Bock is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where she partners with the Carcieri & Bock Group. She works with individuals and families to design personalized financial strategies aimed at meeting their diverse goals and managing various aspects of personal and professional wealth. Irene also holds the Certified Exit Planning Advisor (CEPA) designation, enabling her to guide business owners through the process of preparing for business sale or transition that aligns financial and personal objectives. With over two decades in the financial services industry, beginning in 1998, Irene brings extensive experience to her role. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from California State University, San Bernardino. Prior to her financial career, Irene served in the United States Navy and was awarded the Southwest Asia Service Medal. Irene volunteers with the Center for Women & Enterprise, contributing to the Certification Review Committee to assist women in advancing their businesses through WBENC certification. She is fluent in English and Spanish. Outside of her professional and volunteer activities, Irene enjoys spending time with her husband, three children, and dog, Tucker, as well as exploring new restaurants, reading, traveling, and cooking spicy dishes.

Fred Vicario is a Financial Consultant currently working at Fidelity Investments since 2022. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2021 to 2022, Premier Advisor at Citizens Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Prior to that, he served as an Internal Wholesaler at Ameriprise Financial from 2015 to 2019 and started his career as a Financial Advisor at Wells Fargo Advisors from 2014 to 2015. Fred focuses on understanding the unique financial situations and goals of his clients, working with them to document their specific objectives such as retirement savings, education planning, and legacy planning. He collaborates with clients to create tailored financial plans aimed at helping them achieve these goals.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Albert Crimaldi is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Cafaro Group. Since joining the team in 2016, he has led the group's life insurance and long-term care strategy and planning. Albert serves affluent families in New England and nationwide, working with professionals and corporate executives as they navigate key life transitions including job changes, retirement, and family milestones. His areas of focus include college education planning, legacy planning, liquidity management, tax minimization, and retirement income strategies. Albert holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). He earned his bachelor's degree from Endicott College, where he was a center on the football team, and holds an MBA from Johnson & Wales University. Albert is an active member of Rotary International and resides in Dedham, Massachusetts. Outside of his professional work, Albert enjoys cooking, golfing, and reading. He spends time with family and friends on Cape Cod.

Brennan Latham is a financial advisor with Morgan Stanley in Providence, RI, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Fidelity Investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

James Wing is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

Shane Madden is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide comprehensive financial guidance tailored to their unique circumstances and goals. His client focus areas include college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Shane holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from the University of Massachusetts System. He follows a thorough planning process that covers goals, cash flow needs, risk considerations, wealth preservation, tax-efficient strategies, and legacy planning. Shane emphasizes ongoing collaboration to help clients adapt their financial strategies as their situations evolve. Outside of his professional work, Shane is involved in community activities including Habitat for Humanity Greater Providence and East Bay, Save The Bay, and Special Olympics RI. His personal interests include fishing, golfing, and skiing.

Brian Durkin is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a partner with The TDM GROUP. He began his career in financial services in 1991 and joined Merrill Lynch Wealth Management in 2006. With over 25 years of portfolio management experience, Brian oversees and manages client investments, applying a disciplined, goals-based investment process. He leads the TDM Group investment committee, where he evaluates client investment strategies for both quantitative and qualitative attributes and communicates his findings to the team. Brian holds a bachelor's degree from Bryant College and has earned the Personal Investment Advisor (PIA) designation. He resides in Barrington, Rhode Island, where he is an avid runner and actively involved in coaching and supporting his four children.

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.

Brent Williams is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior employment includes Merrill and UBS Financial Services. Outside of his advisory work, he is the founder and CEO of NextGen Camps, which operates youth football camps nationwide, and serves as a board advisor for Catholic Memorial High School. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

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).

Edward Turnbull is a financial advisor at Merrill in New York, NY, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Point Judith Country Club and the University of Rhode Island. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and custody services. The firm employs multiple program strategies with both client and advisor discretion, supported by a closely integrated platform with Bank of America affiliates.

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.

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.

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.