Angelina Machado is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harbor Light Wealth Management Group. He began his career at Merrill in 2000 and rejoined the firm in 2026 after spending 17 years at UBS. Robert specializes in working with corporate executives, business leaders, and high-net-worth families managing complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. His approach integrates investment strategy, tax considerations, and long-term planning to help clients make informed financial decisions. Robert focuses on investment management primarily through individual securities and various asset classes tailored to align with each client's financial goals. He also develops customized investment strategies for clients who are passionate about animal welfare, aiming to align their portfolios with their values. Beyond his professional work, Robert serves as Chair of the Board of Directors of Farm Sanctuary, a major farm animal advocacy organization. He has also served as Vice Chair of the Board of Directors for Animal Rescue Rhode Island. He holds a Bachelor of Arts degree in Economics from Stonehill College, graduating Magna Cum Laude. Robert resides in Narragansett, Rhode Island, and is a boxing coach.

Jaime Barnes is a financial advisor with Ameriprise in Westport, MA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Barnes serves as Treasurer on the Board of Directors for Friends Academy, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Manning is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is the owner of ANGyL Services, LLC. In addition, Manning has a technical background with ten years at the Naval Undersea Warfare Center. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Tricia O'Neil is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 19 years of industry experience. She has worked at Raymond James & Associates since 2021 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. O'Neil serves as an acting co-trustee for two trusts, where she is responsible for approving distributions. Raymond James & Associates is a dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and governmental entities. The firm provides wealth advisory planning and institutional consulting, with a notable focus on municipal and public finance through its combination of advisory services and affiliated municipal capabilities.

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.

Domenic D'Errico Jr. is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 licenses and has three years of industry experience. He has worked at several firms including Fidelity Brokerage Services and MassMutual Life Insurance Company. Outside of his advisory role, Domenic is the owner and disc jockey for Hotel Freestyles LLC, providing music for events. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Michael Meagher III is a Series 66-licensed financial advisor affiliated with LPL Enterprise in Warwick, RI. He has held roles at Baystate Financial and LPL Enterprise LLC since 2024 and 2026, respectively. Outside of finance, he is involved with Meagher Construction. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products.

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.

Zachary Shedd is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Continental Pools and the Pentucket Regional School District. Outside of finance, he has been involved with Connecting for Children & Families and has experience in education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Manuel Loureiro III is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Joseph Silvia is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Fairfield University, BayCoast Bank, and was involved with small businesses including Del's Lemonade and Lucky 8 Productions. He has also worked in community-oriented positions such as Richmond Recreation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Heather Sullivan is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools.

Robert Klingensmith is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has 23 years of industry experience. He has been with Merrill since 2009. 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 designed for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Jedd Vargas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and at Bank of America, N.A. since 2025. Outside of advising, he also works part-time as a food delivery employee for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Austin Withycombe is a financial advisor with Fidelity Investments in Providence, RI, holding Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Fidelity since 2022. Prior to his financial career, he held positions at Newport Tent Company and Wakefield Moving and Storage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.