Michael Zawerucka is a Wealth Management Advisor and partner in the Sloper-Zawerucka Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and works closely with families and small businesses to identify goals and construct comprehensive financial and retirement analyses. As a Portfolio Manager, he constructs customized portfolios tailored to individual client needs, managing discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He has also obtained insurance licenses and the Personal Investment Advisor designation. He graduated Sigma Cum Laude from the University of Massachusetts, Dartmouth, earning a B.S. in Finance with a minor in Economics. Michael lives in North Dighton, Massachusetts, with his wife Tiffany and their two children. His personal interests include chess, football, running, softball, spending time with family, traveling, and watching movies.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.

Kimberly Crespi is a financial advisor with Charles Schwab in Providence, RI, holding CFP®, Series 63, and Series 65 credentials and bringing 37 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and a formal alternative-investment program.

Sarah Nisbet is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their financial goals and co-create personalized financial plans. She focuses on building relationships and delivering quality planning to help clients work towards their financial success. Sarah has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant in 2024.

Steven Dias is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella and Co., Inc. and U.S. Financial Advisors. In addition to his advisory role, he is involved in tax services as a Certified Public Accountant. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing multi-billion dollar assets across multiple platforms.

Zachary Robins is a Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to enhancing clients' financial well-being. He emphasizes delivering an exceptional client experience by prioritizing financial planning before making recommendations, aiming to optimize clients' time and outcomes. Zachary has held various roles at Fidelity Investments since 2013, progressing through positions such as Defined Benefit Representative II, Workplace Guidance I, Workplace Planning & Guidance Consultant II, Investment Consultant, Financial Consultant, Vice President, Financial Consultant, and Vice President, Regional Planning Consultant. This extensive experience has contributed to his expertise in financial consulting and regional planning within the firm. Outside of his professional responsibilities, Zachary enjoys cooking and baking, engaging in family activities, fitness, exploring food cultures, parenthood, and traveling.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Mark Barber is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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 charitable organizations, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Bryan Becotte is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is involved in insurance sales, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with event-driven planning programs and educational seminars.

Russell Gentner is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at UBS Financial Services, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Christopher Kear is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has experience working with individuals and families to help them work towards achieving their goals through educated financial planning decisions. Prior to his current role, Christopher served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative at the same firm from 2021 to 2022. Before joining Fidelity, he was a Senior Investment Specialist at Merrill from 2020 to 2021. His professional background is centered on financial planning and investment management, allowing him to connect with clients and assist them in making informed decisions aligned with their financial objectives.

Rebecca Sidway is a financial advisor with Merrill in Providence, RI, holding a Series 63 designation and 22 years of industry experience. She has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Mc Ginn is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he spent ten years at Alarm.com and two years at Leyton. Outside of his advisory role, he owns Frantic Antic Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad range of investment advisory programs. The firm emphasizes a structured planning process supported by firm‑approved tools and manages approximately $2.74 trillion in client assets.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC 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 educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Kimberly Caggiano is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Eric Loiselle is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo Clearing in 2019. Outside of his advisory work, he operates two sole proprietorships focused on creating and selling artwork and woodworking with laser engraving. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Anne Senerchia is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Her current practice is based in East Providence, Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Antonio Oliveira is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2011. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Gerard Nizich is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked for American Portfolios Financial Services, Inc. for eight years. In addition to his advisory role, he is involved in a national insurance brokerage focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management platforms.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.