Christopher Medeiros is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Mary Brimer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Her prior roles include positions at SagePoint Financial, the ON Equity Sales Company, Guardian Life Insurance Company of America, and Ohio National Financial Services. She also operates under the business name Ginger Green Financial and serves as an insurance agent. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Joel Russell is a Series 66-credentialed advisor at Merrill with 17 years at the firm and 11 years of industry experience. He is based in Riverside, RI. 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 strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Jacob Carlisle is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual Wealth Management Company and Newport Hospital. Outside of advisory work, he also engages in rideshare services with DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

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.

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. His prior work includes roles at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to execute client recommendations.

Keith Peacock is a CFP®-designated financial advisor with 19 years of experience at LPL Financial. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved with The Virtus Group in non-variable life insurance business activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management and offering access to research-supported model portfolios and alternative strategies.

Edward Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His career includes roles at Tempus Unlimited/Myra Peral since 2020, PFS Investments Inc. since 2013, and Primerica Financial Services since 1994. Outside of financial advising, he works as a driver for Lyft and Uber. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under 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).

Abidemi Payne is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise, Payne worked at The Prudential Insurance Company of America, PRUCO Securities, Bank of America, and Merrill. Outside of financial advising, Payne owns an event management and decoration business and is a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via its integrated platform.

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.

Zachary Rucki is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America and Eastconn, among others. 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, pension plans, corporations, and charitable organizations.

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.

Todd Camp is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and MassMutual Life Insurance Company. Outside of finance, he previously worked in the restaurant and retail industries. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and a range of educational and event-driven planning programs.

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.