Maximilian Eppley is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 13 years with MFS Fund Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua De Sousa is a financial advisor affiliated with Fidelity Investments, holding Series 63 and Series 66 credentials. He began his career in the financial services industry in 2025. Prior to joining Fidelity, his background includes roles in real estate and renewable energy sectors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic methodologies.

Sandy Jackson is a financial advisor with Merrill, holding a Series 66 credential and 20 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, Jackson is a certified yoga instructor and also serves as a managing member of an LLC that holds business ventures unrelated to financial services. 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 and profit-sharing plans, corporations, and charitable organizations.

Sarah Marchand is a financial advisor with Merrill in Providence, RI, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Mission Loans, Guaranteed Rate, Guaranty Mortgage Service, and SolutionReach. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Richards is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and previously worked at First Acura for five years. Richards is based in Riverside, Rhode Island. 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 supported by internal and third-party management teams, serving individuals, high-net-worth clients, and various institutional investors.

Margaret Caster is the principal of Caster and Company, Inc., holding a Series 65 license with 16 years of experience in financial advising. She also maintains a separate Certified Public Accountant practice in Rhode Island, which occupies the majority of her professional time. Her career includes long-term roles at both Caster and Company, Inc. and National Life. Caster and Company, Inc. provides investment advisory and supervisory services primarily as a complement to its affiliated accounting practice, offering oversight for custodial accounts and advising on publicly offered partnerships without taking custody of client funds. The firm employs various billing methods and conducts quarterly account reviews, distinguishing itself by integrating investment advice with accounting and tax services.