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.

Thomas Sheehan Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Jennifer Fogell is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2008. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Bartlett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., New England Securities, and Veravest Investment Advisors. Outside of his advisor role, he owns Strategic Practice Management and the Libre Advisor Network, and he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

David Rascoe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Silk Title Co. He has also worked in education and the food service industry. Merrill, together 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 a range of individual and institutional clients.

Louis Goldman is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 13 years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Finance Committee for Special Olympics of Rhode Island, contributing to the organization’s investment oversight and advisor selection. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Luke Bakos is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2017 and 2019 respectively. Outside of his advisory role, he coaches youth soccer and conducts clinics for athletes ages 5 to 18 with New Englan Futbol Club Inc. 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 plans, corporations, and charitable organizations.

Michael Esposito is a Financial Consultant at Fidelity Investments, bringing over 25 years of experience in the financial services industry. He partners with clients and families to develop holistic financial plans tailored to their goals and preferences. His professional background includes roles such as Branch Leader at Fidelity Investments from 2019 to 2024, Division Manager at Merrill Edge Bank of America from 2014 to 2019, Branch Manager at TD Ameritrade from 2006 to 2014, Operations Manager at UBS Financial Services from 2005 to 2006, and Branch Manager at TD Waterhouse from 1998 to 2005. Outside of his professional work, Michael enjoys activities such as baseball, going to the beach, exploring food, watching movies, running, and traveling.

Duncan Marshall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Main Street Home Loans and CVS Health. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Joseph Noel is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He previously held roles at Bank of America and has experience working in various sectors including education and retail. His background includes positions at Babson College and involvement with entrepreneurial ventures such as Bee Kind Soap Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Angelina Machado is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Rheaume is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Commonwealth Financial Network, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, including access to third-party asset managers and institutional platforms, supported by a broad network of investment adviser representatives.

Robert Procaccianti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management and works closely with corporate executives, business leaders, and high-net-worth families to navigate complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. As part of the Harbor Light Wealth Management Group at Merrill, Robert and his team integrate investment strategy, tax awareness, and long-term planning to support client decision-making. He has experience crafting customized investment strategies, particularly for clients interested in aligning their portfolios with values related to animal welfare. Robert serves as Chair of the Board of Directors of Farm Sanctuary, a farm animal advocacy organization, and has previously served as Vice Chair of Animal Rescue Rhode Island. He graduated Magna Cum Laude from Stonehill College with a Bachelor of Arts in Economics and holds the Personal Investment Advisor (PIA) designation. Robert resides in Narragansett, Rhode Island, and is also involved in boxing coaching.

Jaime Barnes is a financial advisor with Ameriprise in Westport, MA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Barnes serves as Treasurer on the Board of Directors for Friends Academy, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Travis Kessock is a CFP® certificant with 22 years of industry experience and has been with Edward Jones since 2003. He is based in North Dartmouth, MA, and holds Series 63 and Series 66 registrations. Outside of his advisory role, Kessock is involved as a partner and informal advisor in a restaurant group and related investment entities in Foxboro, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tricia O'neil is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021, as well as at The Providence Group Investment Advisory Company, Inc. from 1999 to 2004. She acts as a co-trustee for two investment-related trusts, where she is responsible for approving distributions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a diverse range of portfolio management styles and affiliated research.

Matthew Sykes is a financial advisor at Edward Jones in Portsmouth, RI, holding a Series 66 designation with one year of industry experience. He previously worked for St. James's Place/REGENCY WEALTH LTD from 2018 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Anton Bownes Ciccarelli is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 credential and less than one year of industry experience. His background includes various roles outside finance, such as work in catering businesses, hospitality, entertainment, and fitness, as well as involvement in a university first-year experience program. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with research-driven due diligence and a large-scale integrated operational structure.

Nelson Linhares is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to his advisory role, Linhares is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.