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.

Thomas Lionetti is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their individual goals. He emphasizes building trust-based relationships to support clients in making financial decisions with confidence and comfort. Since joining Fidelity Investments in 2023, Thomas has progressed through various roles including Customer Relationship Advocate and Investment Solutions Representative I and II. His approach centers on understanding each client's specific circumstances and concerns to ensure they feel heard and understood throughout the financial planning process. Outside of his professional role, Thomas has interests in baseball, comedy, family activities, golf, movies, and reading.

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.

Joseph Gizzarelli is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of finance, he owns and operates an online arts and crafts store specializing in drawing and printmaking. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies as well as its use of advanced research technologies.

Brendan Mccafferty is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles at Morgan Stanley and various non-financial positions prior to joining Fidelity. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Tyler Alexanian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Siena and several hospitality-related businesses such as Tavolo Wine Bar and Tumblesalts Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Dennis Marchalonis Jr. is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and funds-of-funds.

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.

Connor Sirot is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022. Outside of finance, Sirot has held roles in education and community services, including positions with Salve Regina University and the North Haven Recreational Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

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.

Nicholas Strumar is an advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held roles at Uber and Topgolf, as well as operating his own business in deli and catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

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.