John Sulyma is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at H. Beck, Inc. from 2012 to 2020. He is also a notary public in the State of Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Sullivan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a 13-year tenure at Rosenthal Global Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Global Investment Committee return estimates.

Brendan Mc Isaac is a financial advisor with Morgan Stanley in Providence, RI. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Providence College from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.

Ryan Gaumond is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 65 and Series 63 licenses. He has two years of industry experience, including roles at Equitable Advisors and Bank Newport. Prior to his financial services career, he worked at Stano's Landscaping and Gaumond's Auto Body. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Matthew DiPippo is a Planning Consultant at Fidelity Investments, where he collaborates with financial planning teams to partner with individuals and families in creating clear visions for their financial goals. His approach emphasizes building relationships through collaboration, candor, and respect to ensure clients are prepared to handle life's uncertainties. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before his current position. Prior to joining Fidelity, Matthew held positions at Citizens Investment Services as Senior Principal and Trade Desk Specialist, and earlier worked as a Financial Services Professional at MassMutual Financial and New York Life Insurance. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Mogahed Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for various financial matters including general investing, retirement planning, and preparing for unexpected expenses. Additionally, he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System and carries professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, he engages with clients by taking the time to identify what matters most to them and providing ongoing advice as their needs evolve. Outside of his professional work, Ibrahim is involved with the community organization Feed My Starving Children.

Paul Mc Cauley is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Mc Cauley has worked at Merrill since 2002 and has been with Bank of America, N.A. since 2011. 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.

Joseph Caggiano is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work history at Keurig Dr. Pepper and Jackson Hewitt. Outside of finance, he has been involved with USA Hockey and Keene State College. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Hickney is a financial advisor at UBS Financial Services in Providence, RI, holding a Series 66 designation with 15 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2014 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jason Stern is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

Mary Quackenbush is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Next Financial Group Inc and NMQ, Inc., as well as Victor Moffitt and Co., where she has been involved for nearly three decades. Outside of her advisory work, she is engaged in tax preparation and accounting services through Victor Moffitt and Co. and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven investment strategies.

Jean Cazeau is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized investment management strategies tailored to clients' priorities, risk tolerance, time horizon, liquidity needs, and financial goals. His approach focuses on understanding clients' full financial picture to help them make important decisions and build a legacy that can extend beyond their lifetime. Jean's areas of expertise include college education planning, family wealth management strategies, retirement income, portfolio management services, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jean earned a Bachelor of Science in Finance from Southern New Hampshire University and also attended the University of Rhode Island. In addition to his professional work, Jean is involved with community organizations such as Habitat For Humanity and the Providence Rescue Mission. He is a member of the Black Executive Leadership Council, Northern Rhode Island Chamber of Commerce, and Providence Chamber of Commerce. Jean enjoys activities including biking, chess, cooking, drawing/sketching, fishing, photography, soccer, and softball.

Robert Ashegh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, Huang worked at PRUCO Securities, LLC and was involved in the seafood industry through Endeavor Seafood LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Val Colasanto is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized planning groups.

Nelson Dias is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client’s unique financial picture, offering access to investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment professionals, among others. With over 20 years of professional experience in investment planning, insurance, consumer finance, and banking, Nelson brings a diverse perspective to his financial advisory role. He emphasizes personal service and professional integrity, working closely with clients to develop financial strategies designed to pursue their long-term goals. Nelson holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Massachusetts. Outside of his professional commitments, Nelson values spending time with his family. He is married with two teenage children and enjoys various sports and recreational activities, including baseball, basketball, biking, football, golfing, soccer, table tennis, and traveling. Nelson also participates in community volunteer work, reflecting the Merrill tradition of community involvement.

Steven Marine is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and prior work history that includes roles at DoorDash and Urban Greens Co-Op Market, as well as periods focused on full-time education. 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, institutions, and charitable organizations.

James Medeiros is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure rather than fixed fees.

Amy Quick is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. Prior to that, she has been affiliated with Bank of America, N.A. since 2008. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Scott Quattromani is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, serving in various capacities including Financial Consultant and Inside Wholesaler. Prior to joining Fidelity, he worked as an Assistant Branch Manager at Citizens Bank of Rhode Island from 1995 to 1998. With over 27 years of experience in financial services, Scott focuses on collaborating with individual investors to develop, review, and execute financial strategies aimed at helping clients reach their personal financial goals. His approach emphasizes building confidence in financial plans through tailored strategies. Outside of his professional work, Scott enjoys spending time with friends, participating in social events, and engaging in activities such as golf, movies, reading, and traveling.