Sarah Paiva is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is also employed by JPMorgan Chase Bank, N.A., where she offers bank products and discretionary investment management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies, leveraging both in-house and third-party managers, and offers integrated capital markets and lending capabilities.

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, he was employed at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Gabriel Wooten is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Thrivemore Brands and held various roles at Ohio University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and engagement with registered investment companies and fund-of-funds.

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® professional affiliated with LPL Financial in Providence, RI, with 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in non-variable life insurance business through The Virtus Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management.

Tyler Shelhart is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at PFG Lending, Lyft, Uber, and Domino's. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, and it serves notable roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

Dylan Klopfer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Same Day Awards, Black Diamond Networks, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

Jared Tack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in comprehensive wealth planning, investment management, banking and lending strategies, and coordinated advice for corporate executives, business owners, high-net-worth families, and retirees. Before joining Merrill Lynch, Jared accumulated more than 16 years of experience in enterprise technology sales and leadership, working with Fortune 500 organizations to address complex business challenges. This background informs his approach to wealth management, emphasizing thoughtful questions, careful listening, and practical solutions. As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Wealth Management Advisor™ designee, Jared is dedicated to building long-term relationships grounded in trust and personalized service. Jared holds a Bachelor's Degree from the University of Phoenix and has earned professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

Abidemi Payne is a financial advisor with LPL Enterprise holding a Series 66 designation and eight years of industry experience. Their prior work includes roles at Merrill, Bank of America, and The Prudential Insurance Company of America. Outside of advising, Payne owns an event management and decoration business and is involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joshua Lebson is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, and USAA Financial Advisors. Outside of his advisory work, he operates an independent travel agency, The Travelling Mouse Company, assisting clients with vacation planning and bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a research-driven, algorithmic approach to construct model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Edward Turnbull is a financial advisor at Merrill in New York, NY, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Point Judith Country Club and the University of Rhode Island. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and custody services. The firm employs multiple program strategies with both client and advisor discretion, supported by a closely integrated platform with Bank of America affiliates.

Ayah Attal is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in various educational roles at institutions including Wyatt Academy and Rocky Mountain Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Mark Read is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at John Hancock and John Hancock Distributors LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary and non-discretionary advisory services.

Oliver Semeth is a Planning Consultant who collaborates with advisors and the Wealth Management Team to help clients develop and implement customized financial plans tailored to their needs. He has worked at Fidelity Investments in various roles, including Investment Solution Representative II in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Oliver has interests in art, cars, social events with friends, hiking, outdoor adventures, and traveling.

Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.

Bryan Sweezy is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliates since 2012. Since 2026, he has been with Strategic Advisers, LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and offers model portfolios through intermediary platforms.

Max Carchidi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has held positions at Merrill, Bank of America, and Concord Wealth Management. Outside of finance, he worked at The Pilot House Restaurant and Lounge while attending Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and formal advisory roles for multiple registered investment companies.

Zachary Rucki is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His work history includes roles at Bank of America and Eastconn, among others. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamarie Bradshaw is a financial advisor with Merrill based in Riverside, RI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, Bradshaw worked at Bank of America and held roles at Abbvie, Amazon, and the University of Connecticut. Outside of advising, Bradshaw owns and manages a for-profit property investment entity. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.