Jeffrey Dionne is a financial advisor with Edward Jones in Portsmouth, RI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he maintains a rental property in Little Compton, RI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Rosieva Ashong Katai is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Cavanaugh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Verizon Wireless Zone and NBC Universal. 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.

Alex Beauregard is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Merrill since 2015. He also maintains a position at Market Basket since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Matthew Delva is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Amazon. Delva’s background also includes roles at the University of Rhode Island and involvement with the Narragansett Council. 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 various institutional investors.

Thomas Bryan is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Juarez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Citizens Bank, Aramark, and Walt Disney World. 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.

Justin Esposito is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history at Bank New York Mellon and Bank of America/US Trust. Outside of his advisory role, he is also engaged in insurance brokerage focusing on long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.

Daniel Humbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1991 and has accumulated over 33 years of experience in the financial services industry. Daniel serves as a Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is also the founder of HTP & Associates, through which he has provided tailored wealth management services since 1992. Daniel works closely with affluent families, corporate executives, professionals, and business owners to develop customized financial plans that incorporate investment management, retirement and education outlook analysis, insurance strategies, liability management, and trust and estate planning. His team leverages the resources of a large, knowledgeable support staff, managing approximately $1 billion in client assets and liabilities as of early 2020. This approach combines the personalized attention of a boutique setting with the extensive capabilities of a global investment bank. He holds a bachelor's degree from Hofstra University and is affiliated with Merrill Lynch. Daniel is involved in his local community and pursues personal interests including football, golfing, hiking, skiing, swimming, and spending time with his family.

Eric Gunness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining LPL Financial in 2006. Outside of his advisory work, he is involved in creative pursuits including music and art, and teaches financial literacy through community organizations and churches. He also volunteers as a middle school track coach and supports local groups addressing violence reduction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Elizabeth Welshman is a Series 66 licensed financial advisor with Merrill in Riverside, Rhode Island, where she has worked since 2016. She has 15 years of industry experience. Outside of her advisory role, she serves as a board member and officer for St. Martin's Episcopal Church and has been nominated for the Senior Warden position. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jonathan Buttero is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at Merrill since 2014 and has also been with Bank of America, N.A. since 2019. 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, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Andrew Coucci is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at several organizations including Barry Investment Advisors, Mattapoisett Boatyard, and the University of Rhode Island. 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 a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Woerdeman is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he owns Avspresso Roasters, an online coffee sales and dropshipping business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Gough is a financial advisor with Edward Jones in Wakefield, RI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Amica from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Francis Math Osagie is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. during his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Matrullo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 designations and has 18 years of industry experience. He has worked at MassMutual since 2017 and was previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is involved in insurance brokerage specializing in individual and group life and health insurance, as well as life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-focused planning.

Christine Richards is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she serves as a board member of the East Bay Summer Wind Ensemble, a nonprofit organization, where she assists with community outreach, music selection, and grant research. 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.

Jonah Kallio is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has held various roles across different sectors since 2015, including positions at Walgreens and educational institutions. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Busch is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional accounts.