Sara Van Schaick is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. She previously worked at Fidelity Investments and has experience in several other roles, including a position at L'Artisan Cafe & Bakery. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Asteway Adams is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adams works closely with individuals, families, and businesses to build, protect, and preserve their wealth, focusing on personalized financial strategies that align with clients' short-, mid-, and long-term goals. Areas of expertise include liquidity management, personal retirement planning, portfolio management services, and tax minimization. Adams holds a Bachelor's Degree and a Master of Business Administration (MBA) from Palm Beach Atlantic University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes discipline, accountability, and trusted guidance, shaped by experiences as a student-athlete and his comprehensive education in financial services. Outside of professional commitments, Adams is involved with the New England Tennis Association and enjoys music, spending time with family, and playing tennis.

Joshua Paradis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously affiliated with Axa Advisors. Outside of his advisory role, Paradis is involved in office property management through Paradis Wealth, Inc. and serves as president of the Steeple View Office Association in East Greenwich, RI. He is also a member of the NFLPA Registered Player Financial Advisors Program. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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, and institutional investors.

Gregory Voigt is a financial advisor with UBS Financial Services in Providence, Rhode Island, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes research, market-making, underwriting, and securities-backed lending.

Anestis Diakopoulos is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with Prudential Insurance Company of America since 2009 and was associated with Pruco Securities, LLC. from 2009 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory and brokerage channels.

Dorene Soscia is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Morgan Stanley since 2009 across two consecutive periods totaling 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling, providing advisory services without making individual security recommendations as part of standalone planning.

Caitlyn Beauregard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked for Bank of America Private Bank from 2012 to 2024. Beauregard serves as Secretary on the Board of Directors for the Estate Planning Council of Rhode Island, a nonprofit organization focused on estate planning networking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and bringing nine years of industry experience. He has been with LPL Financial since 2016 and is also affiliated with The Virtus Group, where he has worked since 2012. Outside of his advisory role, Mushaweh coaches at East Greenwich High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Timothy Casey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Total Quality Logistics, True Position Manufacturing, and Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and also serves as an advisor to multiple registered investment companies.

John Chammat is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Johnson & Wales University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Grant Alix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity Investments since 2025 and also has experience with Fidelity Brokerage Services LLC. Prior to his financial career, he worked at The Home Depot and attended Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Tristan Jeffreys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in a variety of sectors including logistics, hospitality, and fitness. Outside of his advisory role, his background includes work at several small businesses and service-oriented companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Michael Medici is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to individual client needs. His areas of expertise include employee benefits planning, family wealth management strategies, liquidity management, retirement income, portfolio management services, and socially responsible, values-based, and ESG investing. Additionally, he serves clients involved in sports and entertainment and focuses on tax minimization and managing new wealth. Michael holds a Bachelor's Degree from the University of Rhode Island and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved in the community as a youth soccer coach and has personal interests that include adventure sports, boxing, football, golfing, hiking, music, soccer, swimming, writing, and spending time with his family.

Yonatan Dagan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in hospitality and retail, including positions at Newport Restaurant Group and LA Floralista. Outside of finance, he works as a bartender at Celeste, a restaurant in Rhode Island. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Adam Pennacchio is a Series 66-licensed financial advisor with Morgan Stanley, based in Providence, RI, and has 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

John Conroy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Marc Gustafson is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America, Liberty Mutual, and Lustig Glaser and Wilson. Merrill, alongside 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.

Leo Redgate is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments, Live Nation, and Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.