Todd Camp is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Before entering the financial industry, he worked in the hospitality and retail sectors. Mass Mutual Investors Services 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

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.

Peter Lenza Jr. is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fidelity Investments, and various positions within the restaurant and retail sectors. He has also worked in education at Bridgewater State University and Bristol Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment 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.

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.

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 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2012, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Jesse is based in Johnston, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-enhanced research, and a formal advisory role to multiple registered investment companies and fund-of-funds.

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.

George Panagos is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Citizens Securities, and New York Life-related firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and managed accounts.

Craig Rushworth is a financial advisor with MassMutual Investors Services holding Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Amazon, Merrill Lynch, Fidelity Investments, and teaching positions at Rhode Island College and the Community College of Rhode Island. He also has ongoing involvement with Wrights' Farm Restaurant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs, including divorce and estate-settlement planning, and educational seminars as part of its comprehensive service offerings.

Reese Bowden is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Embrace Home Loans, and BankNewport. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and established investment estimates to develop financial plans.

Olamide Rice is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Olamide worked at Bank of America and has held roles in education at Dalton Education/New York University and the Community College of Rhode Island. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Marotto is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017, with a brief interval at Down City Parking and Down City Paking, LLC. 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.

Gary Zahakos is a CFP®-designated financial advisor with 41 years of industry experience, currently with UBS Financial Services since 2008. He serves as a member of the board of directors for Westmore Owners Corp, a New York City cooperative building. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Capuano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Merrill since 2022 and has prior experience including positions at Billias Enterprise, the University of Rhode Island, and the Community College of Rhode Island. Capuano serves as a Program Director for Special Olympics Rhode Island, where he organizes practices, fundraisers, and volunteer activities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marc Verga is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies, supported by structured planning tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct individual engagements and workplace financial planning agreements.

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.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.