Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harbor Light Wealth Management Group. He works with corporate executives, business leaders, and high-net-worth families, focusing on complex financial situations including concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. Robert emphasizes an integrated approach combining investment strategy, tax awareness, and long-term planning to assist clients in making informed financial decisions. He specializes in investment management, utilizing individual securities and various asset classes to tailor portfolios to clients' financial objectives. Additionally, Robert develops customized investment strategies for clients who are passionate about animal welfare, helping them align their portfolios with their values. In his professional career, he earned the Personal Investment Advisor (PIA) designation. Robert graduated Magna Cum Laude from Stonehill College with a Bachelor of Arts in Economics. He serves as Chair of the Board of Directors of Farm Sanctuary, a major farm animal advocacy organization, and previously was Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue group. Robert resides in Narragansett, Rhode Island, and is involved in his community as a boxing coach.

William Slaney is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. O'Neil also acts as a co-trustee for two trusts, overseeing distribution approvals. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting supported by a broad range of portfolio management strategies.

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.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Michael Klein is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm serves clients on a non-discretionary basis, with access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Manuel Loureiro III is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Ogborn is a financial advisor at LPL Financial with 15 years of industry experience. His previous roles include positions at Rockland Trust Company, Citizens Securities, Inc., and Northwestern Mutual Wealth Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and technology-driven investment solutions.

Nicholas Stanton is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked for TD Ameritrade for 10 years before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment research.

Austin Withycombe is a financial advisor with Fidelity Investments in Providence, RI, holding Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Fidelity since 2022. Prior to his financial career, he held positions at Newport Tent Company and Wakefield Moving and Storage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Karen Phillips is a financial advisor with Ameriprise in Providence, RI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michael Falcon is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory work, he is vice president of a personal training business where he advises on finances and operations. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple portfolio management options and financial planning services across various program structures, managing over $256 billion in assets.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Larm is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Chad Bearce is a financial advisor with Edward Jones in North Easton, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James Financial Services and Northwestern Mutual Investment Services. Outside of finance, he has experience in the hospitality industry and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and services under a fiduciary standard.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2025, Holloway worked at Citizens Bank for seven years and at Merrill Lynch for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.