Michael Zawerucka is a Wealth Management Advisor and partner in the Sloper-Zawerucka Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and works closely with families and small businesses to identify goals and construct comprehensive financial and retirement analyses. As a Portfolio Manager, he constructs customized portfolios tailored to individual client needs, managing discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He has also obtained insurance licenses and the Personal Investment Advisor designation. He graduated Sigma Cum Laude from the University of Massachusetts, Dartmouth, earning a B.S. in Finance with a minor in Economics. Michael lives in North Dighton, Massachusetts, with his wife Tiffany and their two children. His personal interests include chess, football, running, softball, spending time with family, traveling, and watching movies.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.

Andrea Woodford is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brent Huot is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in operations management for Forward Fitness and held various positions across multiple sectors. Outside of his advisory role, he consults for the Save America Movement, a nonprofit organization supporting social media content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Kimberly Crespi is a financial advisor with Charles Schwab in Providence, RI, holding CFP®, Series 63, and Series 65 credentials and bringing 37 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and a formal alternative-investment program.

David Brown is a financial advisor at Fidelity with a Series 66 credential. He has prior experience at the Naval Undersea Warfare Center and Nestle Waters North America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Sarah Nisbet is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their financial goals and co-create personalized financial plans. She focuses on building relationships and delivering quality planning to help clients work towards their financial success. Sarah has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant in 2024.

Steven Dias is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Cantella and Co., Inc. for over a decade. Outside of his advisory role, he is also a Certified Public Accountant providing tax services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions utilizing both proprietary and third-party models, delivered via a network of independent financial professionals.

Zankhana Bateman is a Senior Financial Advisor specializing in tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industries. She is part of a dynamic team at Merrill Lynch Wealth Management, where her focus areas include equity plan compensation, portfolio management, retirement planning, trust and estate services, and concentrated stock strategies. Zankhana works closely with clients to help them plan and manage all aspects of their finances and investments. Zankhana holds a Bachelor's degree from Brigham Young University and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her past experience includes work as a Research Analyst at Merrill Bateman Associates - Economic Consulting Group, as well as internships with Transamerica and the Stanford University Wharton College Clean Energy Project. She is multilingual, fluent in Spanish, Italian, and English, and participates in professional and community organizations such as the Church of Jesus Christ of Latter-day Saints, BYU, and Habitat for Humanity. Outside of her professional role, Zankhana values community involvement and leadership, having served as Student Body President at Palo Verde High School and participating in the Italy Milan LDS Mission. She engages in interests including adventure sports, basketball, biking, boating, football, golfing, scuba diving, skiing, volleyball, and spending time with family.

Marc Leone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Connecticut, University of Rhode Island, and Ryan Designs LLC. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles that include fund management and model portfolio delivery.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Seth Pearson is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with individuals and families to develop personalized financial strategies that align with their specific goals and preferences. Seth's career at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles including Investment Solutions Representative and Investment Solutions Representative II before attaining his current position in 2026. Throughout his tenure, he has focused on building trust and transparency in client relationships. Outside of his professional work, Seth enjoys family activities and reading.

Hezekiah Willard is an advisor with Fidelity, holding Series 63 and Series 65 credentials and with approximately one year of experience in the financial industry. Prior to joining Fidelity, he worked at KeyBank and held various other roles. 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 to manage portfolios, and is noted for its use of systematic methodologies, delegation to sub-advisers, and a range of advisory roles within registered investment companies.

Melissa Seeley is an Investment Consultant currently working at Fidelity Investments since 2024. In her role, she assists individuals and families in progressing towards their financial goals through proactive planning, education, and collaboration. Melissa has experience as a Financial Advisor at Osaic Wealth, Inc. from 2023 to 2024. Prior to that, she worked as a Registered Representative at SagePoint Financial, Inc. in 2023, and as a Registered Representative and Insurance Agent at NYLIFE Securities and New York Life Insurance Company from 2022 to 2023. Through meaningful conversation and connection, Melissa strives to understand her clients' unique situations, needs, concerns, and goals. She partners with them to co-create plans designed to bring greater clarity, confidence, and peace of mind around their financial picture.

Anna Brodeur is a financial advisor with Equitable Advisors in Woonsocket, RI, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience working at Bryant University and Bob's Store. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed advisors.

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.

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.

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.

Josue Espanol is a Financial Consultant at Fidelity Investments, where he has worked since 2025. Prior to this role, he served as a National Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. His earlier experience includes positions at Bank of America, where he was a Relationship Manager from 2023 to 2024 and a Relationship Banker from 2021 to 2023. Josue holds insurance licenses in Arkansas and California. His approach to financial planning focuses on collaborating with clients to develop personalized strategies that bring clarity and peace of mind, aiming to help individuals build stability, freedom, and purpose through their financial decisions. Outside of his professional work, Josue has interests in baseball, comedy, fitness, movies, and parenthood.

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.