Edward Turnbull is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1996, he has been dedicated to serving the wealth management needs of families, professionals, business owners, and executives in the greater New England area. He leads The TDM Group, a team of financial professionals based in Providence, RI, focused on providing comprehensive financial planning and investment services to corporate employees, executives, business owners, and affluent families. Edward's expertise encompasses executive compensation, corporate benefits, stock and option planning, cash flow management, retirement planning, portfolio management, estate planning, insurance planning, and debt structuring. His approach prioritizes client goals categorized into essential, important, and aspirational, aligning asset mixes accordingly while considering risk appetite and liquidity needs. This methodology supports clients in making informed financial decisions throughout their financial life cycles. He holds a bachelor's degree from Syracuse University and achieved his CERTIFIED FINANCIAL PLANNER4 certification in 2011. Edward also holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond his professional role, he serves on the Board of Directors of Big Brothers Big Sisters of Rhode Island and participates in community initiatives including Big Brothers Big Sisters of RI and the RI Community Food Bank.

Jamarie Bradshaw is a financial advisor with Merrill based in Riverside, RI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, Bradshaw worked at Bank of America and held roles at Abbvie, Amazon, and the University of Connecticut. Outside of advising, Bradshaw owns and manages a for-profit property investment entity. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Olamide Rice is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Olamide worked at Bank of America and has held roles in education at Dalton Education/New York University and the Community College 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Marotto is a Series 66 licensed financial advisor with Merrill, based in Riverside, RI, with seven years of industry experience. He has worked at Merrill since 2017, with a brief period at Down City Parking. 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.

Jennifer Fogell is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2008. 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 clients, pension plans, corporations, and charitable organizations.

Anthony Bartlett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, Bartlett owns Strategic Practice Management and the Libre Advisor Network, and operates Bartlett Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management approaches and platform arrangements.

David Rascoe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Silk Title Co. He has also worked in education and the food service industry. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Luke Bakos is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and also worked at Bank of America, N.A. during this period. Outside of financial advising, he coaches youth soccer and conducts clinics for athletes ages 5 to 18 with New Englan Futbol Club INC. 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 individuals and institutions.

Duncan Marshall is a Series 66 licensed financial advisor with Merrill, based in Riverside, RI, and has three years of industry experience. Prior to joining Merrill in 2022, he held positions at Main Street Home Loans and CVS Health, among others. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Noel is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He previously held roles at Bank of America and has experience working in various sectors including education and retail. His background includes positions at Babson College and involvement with entrepreneurial ventures such as Bee Kind Soap Co. 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 a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Angelina Machado is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Rheaume is a financial advisor at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Zachary Shedd is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked in various roles including at Continental Pools and the Pentucket Regional School District. He has also been involved with Connecting for Children & Families and taught at Bryant 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Silvia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles in education at Fairfield University and community involvement with Richmond Recreation. Outside of finance, he has worked with small businesses such as Del's Lemonade and Lucky 8 Productions. 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.

Colin Mc Clean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services for over two decades, along with various roles in advisory and related services. Outside of traditional advisory work, he is involved in sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven portfolio strategies managed by third parties. The firm supports a large advisor network and offers a range of strategic and tactical investment models with custody and trade execution services provided by Pershing.

Heather Sullivan is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools.

Robert Klingensmith is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2009. 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.

Joshua Jedd Vargas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has also been employed by Bank of America, N.A. since 2025. Outside of finance, he works part-time as a food delivery service employee for Door Dash. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Cooper is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Voya Financial Partners. Cooper also serves with Rockland Trust Company in Somerset, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party subadvisors, and technology-driven investment solutions.