Hamid Akbarnataj is a Wealth Management Advisor with extensive experience in compliance, management, and client relationship fostering within the financial services industry. He works with a primary focus on customized insurance, estate, and wealth management planning strategies, aiming to assist clients in identifying the purpose of their wealth and implementing disciplined, forward-looking approaches to grow and preserve intergenerational wealth. Hamid holds a Bachelor's Degree from the California State University System and has earned professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is an active member of the Financial Planning Association. Beyond his professional work, Hamid is involved in community organizations such as Children for Change and the Glenwood School Foundation.

Joseph Reidy Jr. is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning, focusing on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jason Ullom is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory services, he is also an insurance agent, offering fixed annuities, life, and long-term care insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad array of investment types.

Jason Chanchavac Morales is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A., and has experience with Bank of America Merrill and Year Up United. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Provost is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was formerly employed by the Worcester Telegram & Gazette. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using advanced software tools and provides a range of programs including estate settlement and employer-sponsored planning.

Edward Quinn is a financial advisor with Mass Mutual Investors Services in West Warwick, Rhode Island. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2009, he has worked with Mass Mutual entities and also maintains a role as an insurance agent. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, goal-oriented approaches and firm-approved analytical tools.

Bryan Becotte is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is involved in insurance sales, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with event-driven planning programs and educational seminars.

Paul Bracy is a financial advisor with Merrill, holding Series 63 and Series 66 designations and nine years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russell Gentner is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at UBS Financial Services, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Daniel Ickes is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2021. Outside of his advisory role, he is involved with Cousens Building Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with portfolio implementation that includes strategic asset allocation and tax-aware options.

Christopher Kear is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has experience working with individuals and families to help them work towards achieving their goals through educated financial planning decisions. Prior to his current role, Christopher served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative at the same firm from 2021 to 2022. Before joining Fidelity, he was a Senior Investment Specialist at Merrill from 2020 to 2021. His professional background is centered on financial planning and investment management, allowing him to connect with clients and assist them in making informed decisions aligned with their financial objectives.

Rebecca Sidway is a financial advisor with Merrill in Providence, RI, holding a Series 63 designation and 22 years of industry experience. She has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Mc Ginn is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he spent ten years at Alarm.com and two years at Leyton. Outside of his advisory role, he owns Frantic Antic Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad range of investment advisory programs. The firm emphasizes a structured planning process supported by firm‑approved tools and manages approximately $2.74 trillion in client assets.

Kimberly Caggiano is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Steven Calicchia is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 designations and 11 years of industry experience. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brett Peterson is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2016 and also works with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Loiselle is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo Clearing in 2019. Outside of his advisory work, he operates two sole proprietorships focused on creating and selling artwork and woodworking with laser engraving. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Fayette is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2021 and previously worked in various roles outside the financial industry, including positions at Panera Bread and Walgreens. 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 individuals, high-net-worth clients, and institutions.

George Baalbaki is a financial advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2009 and holds the Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anne Senerchia is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Her current practice is based in East Providence, Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.