Karen Conti is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Merrill since 1999. 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.

Vaness Dosedel is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2014, with a two-year period at Morgan Stanley from 2023 to 2025 before returning to Merrill. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugenia Murray is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Audrey Turro is a Series 66 licensed financial advisor at Merrill with nine years of experience, including two years at Foley and Lardner LLP prior to joining Merrill in 2017. She is based in Providence, RI. 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.

Ashley Stockman is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Merrill in 2026, she worked at Wells Fargo Clearing and Charles Schwab & Co., Inc. Ashley also has experience outside finance, including periods of extended travel. 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, retirement plans, corporations, and charitable organizations.

Allison Cresci Callahan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, and personal retirement planning. In her role, she focuses on helping families make confident financial decisions through all stages of life by providing clear and empathetic guidance tailored to clients' individual goals. Allison holds a Bachelor's Degree from Rhode Island College and a Master's Degree from Johnson & Wales University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her approach involves connecting all aspects of her clients' financial lives to prioritize and pursue the goals that matter most to them. Outside of her professional work, Allison's personal interests include biking, music, and skiing.

Jennifer Fernandes is a Series 66-registered financial advisor with Merrill, based in Providence, RI. She has 16 years of industry experience and has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Fournier Jr. is a financial advisor with Merrill in Providence, Rhode Island, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Merrill since 1990 and at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Stamp is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2001. John focuses on providing practical and objective advice to address each client's specific financial and wealth transfer goals. John holds the designation of Chartered Retirement Planning Counselor, awarded by the College for Financial Planning, and the Certified Plan Fiduciary Advisor (CPFA), awarded by the National Association of Plan Advisors. He is also a qualified Portfolio Manager and is experienced in building and managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. These strategies can be managed on a discretionary basis through the firm's Investment Advisory Program. He has a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, John enjoys biking, gardening, hiking, music, photography, and spending time with his family.

Bernard Manchester is a Wealth Management Advisor with Merrill Lynch Wealth Management and co-founder of The T.D.M. Group, a financial advisory practice serving executives, business owners, and affluent families. Since beginning his financial services career in 2007, he has developed expertise in retirement planning, portfolio management, executive compensation, stock and option planning, estate and insurance planning, debt structuring, and cash flow management. Bernard applies his experience to create customized financial strategies aimed at aligning clients’ resources with their personal financial goals. Bernard holds a Bachelor’s degree in Marketing with a concentration in Finance from Providence College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED PLAN FIDUCIARY ADVISOR™, with additional credentials including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Bernard advises business owners on corporate retirement plans and is proficient in succession planning, Medicare planning, social security strategy, life insurance analysis, and estate planning services. He is an active member of the Providence College Alumni community, serving as a Board Member for the Providence Alumni Club. Bernard grew up in Barrington, Rhode Island, and currently lives in Rumford, Rhode Island with his wife Elizabeth and their two daughters, Quinn and Blair.

Kelly Reey is a financial advisor at Merrill with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Putnam Retail Management Limited Partnership and Manning & Napier Advisors, LLC. Reey was also principal at Reey Consulting prior to joining Merrill in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Robin Dziuba is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a committee member on the investment committee of St. Elizabeth Community, a charitable organization providing services for the elderly. 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.

Jeffrey Langlois is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2012. Jeff is part of the Carcieri & Bock Group and focuses on helping clients develop flexible, goal-based financial strategies. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Jeff holds a bachelor's degree in finance from the University of Rhode Island. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to providing comprehensive and transparent advice, Jeff works closely with families, individuals, and business owners to meet their financial needs and goals supported by real-time investment management. A native of Rhode Island, Jeff resides in Cranston with his wife, Beth-Ann, and their two sons. He is involved in the community through Special Olympics Rhode Island and enjoys spending time with his family. His personal interests include chess, cooking, football, golfing, ice hockey, reading, and traveling.

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.

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.

Thomas Barry is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. In his role, he collaborates closely with affluent individuals, families, and business owners to help them pursue their wealth management objectives with clarity and confidence. His approach is characterized by intentionality, attention to detail, and an optimistic outlook that guides his client relationships. Thomas holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. His expertise encompasses retirement planning, managing new wealth, education planning, wealth transfer and preservation, and preparing for significant life events such as purchasing a home. He earned a bachelor's degree in economics from Colby College. He resides in Rhode Island with his wife, Paige, and their daughter, Mia. Outside of his professional work, Thomas is active in his local church and participates in outreach events. He also enjoys basketball, golfing, reading, running, and spending time with his family.

Claire Ponte Goncalves is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked with Merrill since 1985. Outside of her advisory role, she serves as membership officer for the Minuteman Chapter 2522, a motorcycle group involved in fundraising activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Douglas Bennet is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Douglas has earned a Bachelor's Degree from the University of Rhode Island and a Master of Business Administration (MBA) from Plymouth State University.

Matthew Canning is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held multiple roles at Assumption University from 2018 to 2022 and worked in retail and hospitality sectors. 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, pension plans, corporations, and charitable organizations.

Matthew Nicolelli is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He works with clients throughout New England and across the country to develop personalized financial strategies. His role encompasses retirement planning, investment management, tax-efficient investing, education funding, and estate planning considerations. He assists individuals, families, professionals, retirees, executives, and business owners with simplifying complex financial decisions and aligning investment strategies with clients' long-term objectives. Matthew's areas of focus include retirement income strategies, Roth IRA conversions, Social Security strategies, workplace retirement plans, wealth transfer planning, and tax minimization. He collaborates with clients on questions around retirement readiness, 401(k) rollovers, and succession planning for business owners. Additionally, he builds relationships with business owners, entrepreneurs, financial professionals, and community leaders to support a broad range of financial planning needs. He holds a Bachelor's Degree from Northeastern University and has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Matthew enjoys football, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with his family.