Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.

Nicholas Strumar is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Uber and Topgolf, as well as involvement in small business operations. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Sheehan Jr. is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Jennifer Fogell is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2008. 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.

Brennan Piemonte is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also serves in the U.S. Coast Guard, where he is involved in search and rescue, law enforcement, and training activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Anthony Bartlett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., New England Securities, and Veravest Investment Advisors. Outside of his advisor role, he owns Strategic Practice Management and the Libre Advisor Network, and he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

David Rascoe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Silk Title Co. He has also worked in education and the food service industry. Merrill, together 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 a range of individual and institutional clients.

Kai Knudsen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual Life Insurance Company, as well as positions outside the financial sector, such as with the University of Rhode Island and Baystate Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Louis Goldman is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 13 years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Finance Committee for Special Olympics of Rhode Island, contributing to the organization’s investment oversight and advisor selection. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Luke Bakos is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2017 and 2019 respectively. Outside of his advisory role, he coaches youth soccer and conducts clinics for athletes ages 5 to 18 with New Englan Futbol Club Inc. 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 plans, corporations, and charitable organizations.

Michael Esposito is a Financial Consultant at Fidelity Investments, bringing over 25 years of experience in the financial services industry. He partners with clients and families to develop holistic financial plans tailored to their goals and preferences. His professional background includes roles such as Branch Leader at Fidelity Investments from 2019 to 2024, Division Manager at Merrill Edge Bank of America from 2014 to 2019, Branch Manager at TD Ameritrade from 2006 to 2014, Operations Manager at UBS Financial Services from 2005 to 2006, and Branch Manager at TD Waterhouse from 1998 to 2005. Outside of his professional work, Michael enjoys activities such as baseball, going to the beach, exploring food, watching movies, running, and traveling.

Duncan Marshall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Main Street Home Loans and CVS Health. 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, and organizations.

Joseph Noel is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He previously held roles at Bank of America and has experience working in various sectors including education and retail. His background includes positions at Babson College and involvement with entrepreneurial ventures such as Bee Kind Soap Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, pensions, corporations, and charitable organizations.

Angelina Machado is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Jaime Rheaume is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Commonwealth Financial Network, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, including access to third-party asset managers and institutional platforms, supported by a broad network of investment adviser representatives.

Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harbor Light Wealth Management Group. In this role, he focuses on investment management, working with corporate executives, business leaders, and high-net-worth families to navigate complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. He applies a coordinated approach that aligns investment strategy, tax awareness, and long-term planning to help clients make informed decisions with greater confidence. Robert began his career at Merrill in 2000 and rejoined the firm in 2026 following a 17-year tenure at UBS. He employs individual securities and various asset classes tailored to clients' financial objectives, and develops customized investment strategies for clients interested in aligning their portfolios with animal welfare values. He holds the Personal Investment Advisor (PIA) designation and graduated Magna Cum Laude with a Bachelor of Arts in Economics from Stonehill College. Beyond his advisory role, Robert serves as Chair of the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations globally. He has also served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island. He resides in Narragansett, Rhode Island, where he is also involved as a boxing coach.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.