Jaime Rheaume is a financial advisor at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Robert Procaccianti is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harbor Light Wealth Management Group. He began his career at Merrill in 2000 and rejoined the firm in 2026 after spending 17 years at UBS. Robert specializes in working with corporate executives, business leaders, and high-net-worth families managing complex financial situations such as concentrated stock positions, liquidity event planning, retirement transitions, and generational wealth preservation. His approach integrates investment strategy, tax considerations, and long-term planning to help clients make informed financial decisions. Robert focuses on investment management primarily through individual securities and various asset classes tailored to align with each client's financial goals. He also develops customized investment strategies for clients who are passionate about animal welfare, aiming to align their portfolios with their values. Beyond his professional work, Robert serves as Chair of the Board of Directors of Farm Sanctuary, a major farm animal advocacy organization. He has also served as Vice Chair of the Board of Directors for Animal Rescue Rhode Island. He holds a Bachelor of Arts degree in Economics from Stonehill College, graduating Magna Cum Laude. Robert resides in Narragansett, Rhode Island, and is 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.

William Slaney is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tricia O'Neil is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. O'Neil also acts as a co-trustee for two trusts, overseeing distribution approvals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting supported by a broad range of portfolio management strategies.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Goganian is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes six years at John Hancock Distributors LLC before joining Fidelity Brokerage Services in 2023. 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 quantitative and fundamental research process to construct model portfolios and manages multiple registered investment companies with oversight of affiliated and unaffiliated sub-advisers.

Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Anton Bownes Ciccarelli is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 credential and less than one year of industry experience. His background includes various roles outside finance, such as work in catering businesses, hospitality, entertainment, and fitness, as well as involvement in a university first-year experience program. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with research-driven due diligence and a large-scale integrated operational structure.

Domenic D'Errico Jr. is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 licenses and has three years of industry experience. He has worked at several firms including Fidelity Brokerage Services and MassMutual Life Insurance Company. Outside of his advisory role, Domenic is the owner and disc jockey for Hotel Freestyles LLC, providing music for events. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Matthew Bianco is a financial advisor at Fidelity Investments with four years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at the University of Rhode Island, Turf Technologies, Newport Elementary School, and Burrillville School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and algorithmic methods in portfolio management.

Michael Meagher III is a Series 66-licensed financial advisor affiliated with LPL Enterprise in Warwick, RI. He has held roles at Baystate Financial and LPL Enterprise LLC since 2024 and 2026, respectively. Outside of finance, he is involved with Meagher Construction. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Zachary Shedd is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked in various roles including at Continental Pools and the Pentucket Regional School District. He has also been involved with Connecting for Children & Families and taught at Bryant University. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manuel Loureiro III is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Thomas Richardson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Navigant Credit Union and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Joseph Silvia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles in education at Fairfield University and community involvement with Richmond Recreation. Outside of finance, he has worked with small businesses such as Del's Lemonade and Lucky 8 Productions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Sullivan is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools.

Robert Klingensmith is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.