Thomas Sheehan Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Kai Knudsen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual Life Insurance Company, as well as positions outside the financial sector, such as with the University of Rhode Island and Baystate Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Louis Goldman is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 13 years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Finance Committee for Special Olympics of Rhode Island, contributing to the organization’s investment oversight and advisor selection. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

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.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Jaime Rheaume is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He is also employed at Segregansett Country Club in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harbor Light Wealth Management Group. In this role, he focuses on investment management, working with corporate executives, business leaders, and high-net-worth families to navigate complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. He applies a coordinated approach that aligns investment strategy, tax awareness, and long-term planning to help clients make informed decisions with greater confidence. Robert began his career at Merrill in 2000 and rejoined the firm in 2026 following a 17-year tenure at UBS. He employs individual securities and various asset classes tailored to clients' financial objectives, and develops customized investment strategies for clients interested in aligning their portfolios with animal welfare values. He holds the Personal Investment Advisor (PIA) designation and graduated Magna Cum Laude with a Bachelor of Arts in Economics from Stonehill College. Beyond his advisory role, Robert serves as Chair of the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations globally. He has also served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island. He resides in Narragansett, Rhode Island, where he is also involved as a boxing coach.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.

William Slaney is a financial advisor with Ameriprise in Cumberland, RI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. 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 Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

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. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association, where she worked from 2013 to 2021, and earlier experience at The Providence Group Investment Advisory Company, Inc. She also serves as an acting co-trustee for two investment-related 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 offers services to a diverse client base—including high-net-worth individuals, institutions, and municipal entities—and provides non-discretionary financial planning and consulting supported by a variety of portfolio management styles and affiliated research.

David Goganian is a financial advisor with Fidelity, holding Series 63, 65, and 66 designations and 29 years of industry experience. His prior roles include positions at John Hancock Distributors LLC and New York Life Investment Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Matthew Bianco is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and the integration of AI and algorithmic tools in its research.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

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.

Kelly Fagan is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2024, Fagan worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Fagan has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise provides investment advisory and brokerage services to various clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.