Douglas Nani is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Parish Finance Council of St. Sebastien Church in Providence. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a substantial asset base and delivers services both directly and through corporate agreements.

Benjamin Vincent is a CFP® with 18 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Stephen Eno is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1974, focusing on creating financial strategies and providing advice tailored to individuals, their families, and businesses by addressing their short- and long-term financial goals. Stephen holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree and a Master's Degree from Providence College, as well as a Master's Degree from Bryant College. In addition to his professional work, he is actively involved in community service and volunteers with local organizations, reflecting Merrill Lynch's tradition of community participation.

Peter Gobis III is a financial advisor at Edward Jones in East Greenwich, RI, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to Edward Jones, he worked at Everflow Supplies, Inc., Accudynamics, and operated Gobis Consulting Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Joseph Duffey is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he worked for Environmental Solutions Inc. for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds roles that include commodity pool operator registration and advisory responsibilities for multiple funds.

Gregory Houghton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Goose Hummock, Stonewood Products, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methodologies and maintaining oversight of delegated sub-advisers.

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 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and delivers these solutions through various platforms.

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.

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

George Panagos is a financial advisor at Ameriprise with 11 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, among other firms. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Joseph Gizzarelli is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of his advisory role, he owns and operates an online arts and crafts store specializing in drawing and printmaking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Brendan Mccafferty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes positions at Morgan Stanley and various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and employs systematic methodologies and oversight controls across its offerings.

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.

Craig Rushworth is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining MassMutual, he worked at Amazon, Merrill Lynch, Fidelity Investments, and held roles in education and hospitality. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap and money-manager programs, and educational seminars.

Dennis Marchalonis Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

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 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as positions in higher education and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s approach integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction with emphasis on model portfolios using mutual funds, ETFs, and ETPs.

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 Series 66 licensed financial advisor with Merrill, based in Riverside, RI, with seven years of industry experience. He has worked at Merrill since 2017, with a brief period at Down City Parking. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.