Blake Lane is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021 and has prior experience in retail and landscaping businesses. He also spent eight years at the University of Massachusetts Boston. 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.

Steven Mayo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Chickasaw Securities LLC and multiple Cetera entities dating back to 2012. He also worked with RI Hitmen from 2020 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Donald Horne is a CFP®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has held roles at Elite Brokerage Services Inc and Pioneer Financial Group, among others. Outside of advisory work, he serves as director of the Lisa Rego Horne Memorial Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets.

Timothy Mc Graw is a financial advisor with Ameriprise in East Greenwich, RI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in business operations and client service support through SNE Operations, LLC, and serves as Chief Marketing Officer and Associate Financial Advisor at SNE Advisors LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security planning. The firm combines research-driven models and algorithmic tools to deliver personalized retirement advice, primarily for clients with assets managed within Ameriprise.

Leo Varriale is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior work includes roles at TD Bank N.A., TD Private Client Wealth LLC, and TD Ameritrade Inc. Outside of his advisory work, he has interests in real estate ownership unrelated to his investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and algorithmic tools to deliver customized, tax-efficient income strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions.

Brayden Ladue is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality and retail. His background includes work at Lake Winnipesaukee Golf Club, Wildcat Pizza, and Project Happy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic, multi-manager approach.

Shawn Juenger is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of Charlestown, RI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.