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.

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.

John Schultz is a financial advisor with Ameriprise in North Kingstown, RI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience in the restaurant and education sectors. Before becoming an advisor, he worked at Greenwich Bay Oyster Bar and Gregg's Restaurants & Taverns, as well as the North Kingstown School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Zachary Rucki is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2021. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies with access to Bank of America’s wider corporate platform.

Jamarie Bradshaw is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Bradshaw held positions at Bank of America, Abbvie, Amazon, and the University of Connecticut. Outside of financial advising, Bradshaw owns and manages a property investment business. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to 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.

Douglas Nani is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Parish Finance Council of St. Sebastien Church in Providence. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a substantial asset base and delivers services both directly and through corporate agreements.

Benjamin Fernandez is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. Fernandez is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

Stephen Eno is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1974, focusing on creating financial strategies and providing advice tailored to individuals, their families, and businesses by addressing their short- and long-term financial goals. Stephen holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree and a Master's Degree from Providence College, as well as a Master's Degree from Bryant College. In addition to his professional work, he is actively involved in community service and volunteers with local organizations, reflecting Merrill Lynch's tradition of community participation.

Peter Gobis III is a financial advisor at Edward Jones in East Greenwich, RI, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to Edward Jones, he worked at Everflow Supplies, Inc., Accudynamics, and operated Gobis Consulting Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Phoebe Peck is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies tailored to professionals, business owners, former athletes, and high net worth individuals in New York City and beyond. She focuses on helping clients navigate complex financial goals such as personal retirement planning, college education funding, managing new wealth, and small business strategies. Phoebe works closely with clients to develop customized financial plans that align with their priorities, aiming to build long-term value and confidence in their financial futures. Originally from Mendham, New Jersey, Phoebe attended the Peck School, Seton Hall Prep, and earned a Bachelor's Degree in Economics with a minor in Entrepreneurship from Wake Forest University. Her background emphasizes critical thinking, discipline, and strategic planning, which she applies to every client relationship. Phoebe holds the Personal Investment Advisor (PIA) designation and provides access to the investment resources of Merrill Lynch alongside banking and lending solutions through Bank of America. Outside of her professional responsibilities, Phoebe has personal interests that include baseball, basketball, football, golfing, music, pickleball, skiing, soccer, tennis, and traveling. She enjoys connecting with clients in a collaborative and transparent manner to create financial strategies that address their evolving needs.

Michael Wharton is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) certifications. Michael began his financial career while pursuing a degree in economics at the University of Rhode Island, where he also earned his MBA. His early experience includes work at Webster Bank as a part-time financial consultant. Since joining Merrill Lynch full-time in 2016, Michael has focused on wealth management, working with clients to manage investment portfolios and develop comprehensive financial strategies. He has worked on Merrill's "Premium Elite Plus" desk, advising clients with net worth exceeding $10 million. In 2023, he joined the Calbi-Abbate group at Merrill Lynch, contributing to a team with extensive industry experience. Outside of his professional work, Michael resides in South Kingstown, Rhode Island with his wife Lauren, their son Weston, and two dogs. He is active in his community as a member of the Rotary Club of Wakefield. Michael enjoys outdoor activities such as basketball, golf, and snowboarding.

Jesse Behling is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and delivers these solutions through various platforms.

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. MassMutual 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-based planning supported by firm-approved analytical tools.