Anthony Bartlett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, Bartlett owns Strategic Practice Management and the Libre Advisor Network, and operates Bartlett Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management approaches and platform arrangements.

David Rascoe is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held a position at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Louis Goldman is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having previously been affiliated with Citigroup Global Markets since 1996. Outside of his advisory role, he serves on the Finance Committee for the Special Olympics of Rhode Island, assisting with the oversight of the organization’s investment policies and advisor selection. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, offering advisory programs supported by robust investment modeling.

Luke Bakos is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and Bank of America since 2019. Outside of his advisory role, he coaches soccer and conducts clinics for youth athletes through New England Futbol Club Inc. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a diverse client base including individuals, high-net-worth clients, pension plans, 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 prior work includes roles at Main Street Home Loans and CVS Health. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Noel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and various short-term engagements in different sectors, including education and retail. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Angelina Machado is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jaime Rheaume is a financial advisor at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is part of the Harbor Light Wealth Management Group, where the team focuses on integrating investment strategy, tax awareness, and long-term planning to help clients make informed financial decisions with confidence. Robert works primarily with corporate executives, business leaders, and high-net-worth families facing complex financial situations, such as managing concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. He began his career at Merrill in 2000 and rejoined the firm in 2026 after spending 17 years at UBS. Robert specializes in investment management, utilizing individual securities and various asset classes to align portfolios with clients' financial goals. He also develops customized investment strategies for clients who prioritize animal welfare, reflecting his focus on aligning portfolios with clients' values. Robert graduated Magna Cum Laude from Stonehill College with a Bachelor of Arts in Economics. He holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, he serves as Chair of the Board of Directors of Farm Sanctuary, a major farm animal advocacy organization, and previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island. He resides in Narragansett, Rhode Island, and also works as a boxing coach.

Nicholas Manning is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and is also the owner of ANGyL Services, LLC. Prior to his advisory role, he has ten years of experience at the Naval Undersea Warfare Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

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 and holds Series 65 and Series 63 licenses, with 19 years of industry experience. She has worked at Raymond James & Associates since 2021 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. O'Neil serves as an acting co-trustee for two trusts, where she is responsible for approving distributions. Raymond James & Associates is a dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and governmental entities. The firm provides wealth advisory planning and institutional consulting, with a notable focus on municipal and public finance through its combination of advisory services and affiliated municipal capabilities.

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.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Michael Meagher III is a Series 66-licensed financial advisor affiliated with LPL Enterprise in Warwick, RI. He has held roles at Baystate Financial and LPL Enterprise LLC since 2024 and 2026, respectively. Outside of finance, he is involved with Meagher Construction. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products.

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.

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.

Zachary Shedd is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Continental Pools and the Pentucket Regional School District. Outside of finance, he has been involved with Connecting for Children & Families and has experience in education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.