Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Donald Carcieri is a Wealth Management Advisor and partner with the Carcieri and Bock Group at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has worked with high net worth clients, families, and small business owners to develop and execute comprehensive financial strategies. Carcieri and his team utilize industry research and Merrill's proprietary wealth management technology to deliver tailored goals-based planning and tax-efficient investment strategies. His areas of focus include portfolio construction, income and retirement planning, generational wealth transfers, and relationship management. Carcieri began his career in the financial services industry in 2010. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2016 and became a Certified Plan Fiduciary Advisor professional in 2018. He also holds credentials as a Personal Investment Advisor and Retirement Accredited Financial Advisor. Carcieri graduated from Amherst College with a bachelor's degree, where he was captain of the varsity basketball team and participated in a national championship in 2007. In addition to his professional responsibilities, Carcieri serves on the Diocese of Providence Investment Committee. He lives in Coventry, Rhode Island, with his wife and two sons. Outside of work, he enjoys golf, cooking, learning about wine, playing chess, and coaching.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Frederick Thielker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial plans that address their unique ambitions and priorities. Frederick works with individuals and families to plan for key goals such as funding education, preparing for retirement and potential health care expenses, and achieving long-term financial objectives. He approaches financial advising by considering each client's personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning. Frederick provides guidance on a range of financial matters, including long-term income sustainability, wealth transfer and preservation, tax-efficient strategies, and educational funding. He collaborates with Bank of America specialists to offer clients comprehensive financial solutions encompassing banking, credit, home financing, and small business needs. Frederick holds a Bachelor's Degree from American International College. Outside of his professional work, he has personal interests in baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking.

Alexander Araniz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His approach includes collaborating with clients to create plans tailored to their family, goals, and aspirations. His areas of expertise include personal retirement planning, college education planning, family wealth management strategies, and legacy planning. Alexander is certified as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Massachusetts Lowell. Outside of his professional work, Alexander enjoys activities such as boating, chess, cooking, football, ice hockey, music, pickleball, spending time with his family, volleyball, and watching movies.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He is also an independent contractor and partial owner of 1776 Financial Services Inc. located in Franklin, MA. Additionally, he has been involved in rental real estate through TC2 Realty LLC since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Christopher Swick is a Senior Vice President and Senior Financial Advisor with the Swick & McDevitt Wealth Management Group at Merrill Lynch Wealth Management. He delivers tailored advice and guidance to meet the specific objectives of his clients, including high net worth individuals, families, and institutions. Christopher assists clients in articulating their wealth goals and designing strategies to grow, preserve, and transfer their wealth effectively. Christopher joined the group in 2012, initially focusing on portfolio analytics and investment research. He is a qualified Portfolio Manager who provides traditional financial advice and also builds and manages personalized or defined investment strategies. His strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. When participating in the firm's Investment Advisory Program, he may manage client portfolios on a discretionary basis. Christopher completed his B.A. in Economics with a Concentration in Financial Markets at Colby College in 2014. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Boston, Massachusetts, he mentors students in the Colby Financial Alumni Club and serves on the Advancement Subcommittee for Bishop Feehan High School. He is a sports enthusiast who enjoys golf, tennis, and skiing.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Fidelity Investments, E*Trade Securities, and Morgan Stanley Smith Barney LLC. He has been with Morgan Stanley Private Bank since 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct plans and Corporate Financial Planning agreements.

James Wing is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 66 licenses and 45 years of industry experience. He 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 plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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, specializing in areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works closely with individuals, families, and business owners to navigate significant financial decisions, emphasizing the creation of strategies tailored to each client's unique circumstances and goals. With a focus on comprehensive financial planning, Shane assists clients through various life stages, from building wealth to retirement preparation and legacy planning. He offers ongoing advice and adapts portfolio strategies to align with clients' evolving situations. His professional background includes the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, supported by a bachelor's degree from the University of Massachusetts System. Beyond his professional role, Shane is involved in community activities such as Habitat for Humanity South County, Save The Bay, and Special Olympics Rhode Island. 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 17 years of industry experience. She has worked at RBC Capital Markets since 2013. Outside of her advisory role, she is also an employee of JPMorgan Chase Bank, N.A., where she offers banking products and discretionary investment management. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing advisory programs that combine in-house and third-party investment managers with customizable portfolio strategies.