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, RI, holding Series 63 and Series 66 certifications and having nine years of industry experience. She has worked at Merrill since 2016 and previously spent three years at Rhode Island College. Richards 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, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Janice Jeffers is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients such as retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

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.

Oluwaseun Shittu is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Shittu worked at West Bay RI, where he provided support in a civic league focused on assisting individuals with dissociative identity disorder through a supported living program. His background also includes roles at Hexagon Manufacturing Intelligence, AT&T, and the University of New Haven. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Michael Yoffee is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Principal Financial Services and MassMutual Life Insurance Company. Outside of his advisory work, he serves as president of Professionals With Purpose, a charity-focused business networking group. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships focused on client goals and investment strategy recommendations.

Matthew Bruce is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and owns Bruce Capital Management. Bruce serves on the board of Sino-American Bridge for Education and Health, a nonprofit facilitating exchange programs for American and Chinese educators and healthcare workers, and is involved with several other nonprofit organizations focused on education and mediation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary programs, utilizing affiliated and third-party managers within a multi-manager platform.

James Raiola is a ChFC® with 39 years of experience in the financial services industry. He has been with MML Investors Services, Inc. since 1996 and associated with MassMutual Life Insurance Company since 1987. Outside of his advisory role, he is a guitarist in the rock band Colby James Band. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Helene Kingsland serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she partners with clients to develop personalized financial strategies aimed at achieving their specific goals. Helene emphasizes a collaborative and goal-oriented approach, fostering strong relationships and helping clients make informed decisions through ongoing communication and guidance. Her professional expertise includes retirement planning, portfolio management, tax minimization, and college education planning. Helene works with a range of investment strategies, including individualized portfolios and third-party investment options, to support her clients’ financial objectives. She holds a Bachelor’s degree from the University of Southern California. Helene integrates her belief in the connection between physical fitness and financial well-being into her advisory process, encouraging clients to embrace a balanced lifestyle alongside their wealth management. Through this holistic approach, she aims to inspire and support clients on their path to financial success.

Diane Diblasi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment offerings.

Trevor Mason is a Financial Advisor at Merrill Lynch Wealth Management, where he serves clients by developing personalized financial strategies tailored to their short-, mid-, and long-term goals. He works closely with clients to address various financial priorities, including investing, retirement planning, and saving for unexpected expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Trevor's expertise lies in helping clients manage multiple financial demands, such as purchasing a home, funding college education, caregiving for elderly parents, and preparing for healthcare needs. Holding the Personal Investment Advisor (PIA) designation, he collaborates one-on-one with clients to define objectives and create portfolio strategies designed to meet those goals, providing ongoing advice and adapting plans as situations change. He earned a Bachelor's Degree from Florida State University.

Ryan Kelley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Southern New Hampshire University. 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, and institutional investors.

David Avigdor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Year Up, Resolve Visionary, Dunkin (Cafua Management Company), and CCRI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Richard Moore is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, with prior experience at Fidelity Investments and involvement with IATSE Local 23. Merrill 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.

Patrick Mc Mahon is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and previously spent two years at Bank of America. Outside of his advisory role, he works part-time as a bartender for theater events with PPAC 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Matthew Anghinetti is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at YMCA, Stonehill College, and QCI Engineering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolio solutions incorporating AI and systematic strategies.

Christopher Medeiros is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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.

Joel Russell is a Series 66-credentialed advisor at Merrill with 17 years at the firm and 11 years of industry experience. He 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 strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.