James Wing is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 66 licenses and 45 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Mary Brimer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Her prior roles include positions at SagePoint Financial, the ON Equity Sales Company, Guardian Life Insurance Company of America, and Ohio National Financial Services. She also operates under the business name Ginger Green Financial and serves as an insurance agent. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Joel Russell is a Series 66-credentialed advisor at Merrill with 17 years at the firm and 11 years of industry experience. He is based in Riverside, RI. 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 strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

Shane Madden is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works closely with individuals, families, and business owners to navigate significant financial decisions, emphasizing the creation of strategies tailored to each client's unique circumstances and goals. With a focus on comprehensive financial planning, Shane assists clients through various life stages, from building wealth to retirement preparation and legacy planning. He offers ongoing advice and adapts portfolio strategies to align with clients' evolving situations. His professional background includes the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, supported by a bachelor's degree from the University of Massachusetts System. Beyond his professional role, Shane is involved in community activities such as Habitat for Humanity South County, Save The Bay, and Special Olympics Rhode Island. His personal interests include fishing, golfing, and skiing.

Michael Shea is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles across education, public service, and the entertainment sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brian Durkin is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a partner with The TDM GROUP. He began his career in financial services in 1991 and joined Merrill Lynch Wealth Management in 2006. With over 25 years of portfolio management experience, Brian oversees and manages client investments, applying a disciplined, goals-based investment process. He leads the TDM Group investment committee, where he evaluates client investment strategies for both quantitative and qualitative attributes and communicates his findings to the team. Brian holds a bachelor's degree from Bryant College and has earned the Personal Investment Advisor (PIA) designation. He resides in Barrington, Rhode Island, where he is an avid runner and actively involved in coaching and supporting his four children.

Emily Hanley is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Before joining Fidelity, she worked as a waitress at Twin Willows Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cole Vecchione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles in the food service and delivery sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Matthew Farmer is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and spent ten years at the Rhode Island Department of Corrections. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it is noted for its formal advisory roles and use of advanced technologies such as AI in research.

Michael Garcia is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Forest City Trading Group LLC, the Nagler Group, and served in roles connected to the United States Senate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Pirri is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014. Outside of his advisory role, he serves as a board member and director for the King Philip Little League in Bristol, 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Carlisle is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual Wealth Management Company and Newport Hospital. Outside of advisory work, he also engages in rideshare services with DoorDash. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Olivia Hernandez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked at several organizations, including Fidelity Investments and Bryant University. Outside of her advisory role, she is employed as a restaurant employee at Bar Louie, where she assists with customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with oversight controls and delegation to sub-advisers when appropriate.

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.

Gabriel Wooten is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Thrivemore Brands and has held various roles at Ohio University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment options.

Eric Murray is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He focuses on developing trust-based relationships with clients and aims to help them work toward long-term financial goals through customized planning, asset and risk analysis, and ongoing support. Prior to his current position, Eric worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and as a Financial Representative at Northwestern Mutual in 2018. These roles have contributed to his experience in financial planning and client relationship management.

Ryan Mongno is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Providence College and Signet Investment Advisory Group, Inc. He has also worked at CVS Health and Crestwood Country Day Camp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse clientele and engages in advisory roles uncommon among large institutional peers, including registered investment companies and fund-of-funds.

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.