Shane Madden is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide comprehensive financial guidance tailored to their unique circumstances and goals. His client focus areas include college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Shane holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from the University of Massachusetts System. He follows a thorough planning process that covers goals, cash flow needs, risk considerations, wealth preservation, tax-efficient strategies, and legacy planning. Shane emphasizes ongoing collaboration to help clients adapt their financial strategies as their situations evolve. Outside of his professional work, Shane is involved in community activities including Habitat for Humanity Greater Providence and East Bay, Save The Bay, and Special Olympics RI. 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 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he held various roles in the food service and delivery sectors, including positions at Burtons Bar and Grill and Doordash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified 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 Series 66-licensed advisor with Merrill in Providence, RI, with two years of industry experience. He has worked at Merrill since 2014 and previously attended Salve Regina University. Outside of his advisory role, Pirri 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 incorporating model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities. The firm utilizes both internal and third-party investment models and offers strategic asset allocation and tax-aware options as part of its service offerings.

Jacob Carlisle is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in wealth management, life insurance, and investment management roles. Outside of financial services, he is involved with DoorDash as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers.

Olivia Hernandez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and involvement with Bryant University. Outside of her advisory role, she is employed at Bar Louie, a restaurant located in Foxboro, Massachusetts. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

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.