Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.

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.

Jennifer Fogell is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2008. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brennan Piemonte is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also actively employed by the United States Coast Guard in roles involving search and rescue, law enforcement, and training. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

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 at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Silk Title Co. He has also worked in education and the food service industry. Merrill, together 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 a range of individual and institutional clients.

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, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and also worked at Bank of America, N.A. during this period. Outside of financial advising, he coaches youth soccer and conducts clinics for athletes ages 5 to 18 with New Englan Futbol Club INC. 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 individuals and institutions.

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 Series 66 licensed financial advisor with Merrill, based in Riverside, RI, and has three years of industry experience. Prior to joining Merrill in 2022, he held positions at Main Street Home Loans and CVS Health, among others. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Noel is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He previously held roles at Bank of America and has experience working in various sectors including education and retail. His background includes positions at Babson College and involvement with entrepreneurial ventures such as Bee Kind Soap Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Angelina Machado is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Pelletier is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Johnson & Wales University, Holy Trinity Parish, and North Smithfield School District. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

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. He works with corporate executives, business leaders, and high-net-worth families navigating complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. His approach combines investment strategy, tax awareness, and long-term planning to support clients in making informed financial decisions. Robert focuses on investment management using individual securities and various asset classes to align with his clients' financial objectives. He also develops customized investment strategies for clients interested in aligning their portfolios with animal welfare values. He began his career at Merrill in 2000 and rejoined the firm in 2026 after a 17-year tenure at UBS. He holds a Bachelor of Arts degree in Economics from Stonehill College. Robert serves as Chair of the Board of Directors of Farm Sanctuary, a large farm animal advocacy organization, and has previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island. He resides in Narragansett, Rhode Island, and is a boxing coach.

Nicholas Manning is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is also the owner of ANGyL Services, LLC. In addition, he has a decade of employment experience at the Naval Undersea Warfare Center. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high‑net‑worth investors, retirement plans, banks, 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.

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. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. O'Neil also acts as a co-trustee for two 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 serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting supported by a broad range of portfolio management strategies.

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.