Gerd Bents is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining RBC in 2021, he worked at Purshe Kaplan Sterling Investments and Northwestern Mutual, among other firms. He serves as vice president on the board of a nonprofit organization and owns an online advertising business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Philip Mansour is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Imotobank LLC and Gordon College. Philip is currently based in Smithfield, RI. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jeremy Noessel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Ameriprise since 2018 in various capacities. Outside of finance, he owns and operates Jeremy Noessel Music & Audio, a freelance audio engineering and music business, and serves as treasurer on the board of directors for Racing for Sustainability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Ricardo Monteiro is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at TD Ameritrade, Motion Recruitment Partners LLC, and TD Bank. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Tuoc Dao is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies aligned with their specific goals. He holds the Certified Financial Planner (CFP®) designation. Tuoc has a progressive career in the financial services industry, beginning as a Financial Services Professional at New York Life Insurance Company and Annuity Corporation from 2003 to 2012. He then worked as a Financial Specialist at Santander Bank and as an Investment Specialist at Merrill Edge. Since joining Fidelity Investments in 2021, he has advanced through roles from Customer Resource Advocate to his current position. Outside of his professional role, Tuoc is interested in family activities, fitness, parenthood, and traveling.

Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Beeber is a financial advisor with Merrill in Providence, RI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Derrick Elliott is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Riverside, RI. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sophia Pasquariello is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Carlos Pons is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Kanabay is a financial advisor with Merrill, holding a Series 66 designation and possessing 22 years of industry experience. He has worked with Merrill since 2009. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Christopher Lamberti is a Planning Consultant at Fidelity Investments, where he works as part of the Wealth Management team. In this role, he partners with clients to identify and execute their financial goals, build and update financial plans, and prepare clients for strategic reviews with their Financial Consultant. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Christopher worked as an Investment Specialist at Merrill Lynch from 2020 to 2021.

Saywath Luangsidasay is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Omnimerce LLC, SCS Financial, and academic positions at the University of Rhode Island and Dr. Jorge Alvarez High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

William Sleicher is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Tasty LLC, Harborone Bank, Dan's Place Restaurant, and SafeSplash Swim School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Histro Kalkanis and Niko Zarras, along with experience in various academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Kimberly Demara is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She worked at Merrill from 2015 to 2023 and returned in 2025, with a period at Morgan Stanley in between. Outside of her advisory role, she is involved in a restaurant and bar business in Lisbon, Connecticut. 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 a range of individual and institutional clients.

Horia Padurean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Merrill and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael McDevitt is a Wealth Management Advisor and Senior Vice President with The Swick & McDevitt Group, a part of Merrill Lynch Wealth Management. He began his career as an associate at State Street and subsequently worked as an analyst at Loomis Sayles & Company before joining his current team in February 2017. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and also maintains professional credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leveraging his analytical experience, Michael develops comprehensive financial strategies tailored to each client's unique goals, risk tolerance, and time horizon. His expertise includes asset allocation, retirement planning, education funding, and cash management. He works closely with high-net-worth individuals, families, small- to mid-sized businesses, and specializes in supporting nonprofit organizations and charitable endowments. Michael emphasizes a personalized, goal-based approach, collaborating with clients to design long-term strategies aimed at preserving and growing wealth while aligning with their financial objectives. A native of Rhode Island, Michael earned a Bachelor's Degree from Providence College. He resides in East Greenwich, Rhode Island, with his wife and two sons. Outside of his professional work, he enjoys traveling, golfing, and running, and is actively involved in supporting several local nonprofit organizations.

Nancy Pasquariello is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jean Michel Arcand is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and Samplers Inc., where he occasionally worked as an event specialist in adult beverages promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.