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.

Ryan Ricciardi is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2009 and holds Series 65 and Series 66 credentials. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at KeyBank, Starbucks, and Eastern Washington University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Robert White is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Boston, MA, where he has served since 2011. He specializes in providing multi-generational wealth management to established families and corporate entities, with a focus on holistic financial strategies for individuals as well as tailored planning for non-profits, planned giving, women, and lifestyle protection. Robert collaborates closely with his clients to develop personalized financial strategies that align with their long-term goals. With over two decades of financial services experience, Robert’s career includes roles at Morgan Stanley Smith Barney and Massachusetts Financial Services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and maintains several FINRA registrations, including Series 7, 52, 63, 65, and 31. His educational background includes a Bachelor of Science in Business Administration with a concentration in Finance and International Business from Bowling Green State University. Robert is active in his community and supports cultural and educational organizations such as the Museum of Fine Arts Boston and Raising a Reader Massachusetts. He has been recognized with the Presidential Volunteer Award from the President of the United States. Outside of work, his personal interests include drawing, fishing, gardening, hiking, music, painting, photography, reading, traveling, and spending time with his family.

Jason Chanchavac Morales is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2020. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience at Bob's Store and Bryant University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

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 at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. He is based in Providence, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Daniel Ickes is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He 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 to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

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.