Caleb Neves is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. and MassMutual Life Insurance Company. Neves serves as an organizer for Stepping Up, a nonprofit charity managed by his wife, contributing on a volunteer basis. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars, with a focus on collaborative, annual planning engagements.

Patrick Devlin is a Series 66-licensed advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2024, he worked for nine years at Carrabba's Italian Grill. 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.

Daniel Mullaney is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has previously worked at Bank of America, N.A. and Phh Mortgage/Ocwen, where he spent 19 years. Outside of his advisory role, he co-owns a residential rental property with his spouse. 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.

Timothy Ely is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously held roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a broad range of retail and institutional services.

John Rangel Marte is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. His prior work includes roles at FabNewport and Hammetts Hotel, where he is currently also involved. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Derek Steinbrenner is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 license and possessing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Outside of his advisory role, he serves as a volunteer board member and chair of the East Greenwich Municipal Land Trust in Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, incorporating structured financial planning tools and investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Stephen Randolph is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, working in their Bristol, RI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Isashei Ortiz is a financial advisor at Merrill with 18 years of experience at the firm and nine years in the industry. She holds a Series 66 designation and 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hillary Feeney is a Series 66-licensed financial advisor with Merrill, based in Middletown, Rhode Island. She has six years of industry experience, including roles at Capital Good Fund and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Alexander Hosey is a financial advisor at Edward Jones in Cranston, RI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, Hosey worked with NYLIFE Securities LLC and New York Life Insurance Company. He is involved in his family’s catering business, Pauly Pentas Italian Deli, volunteering there during the holidays. 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 maintains a large network of advisors and branches, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.

Andrew Augustus is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His previous roles include positions at KPMG LLP, University of Massachusetts - Dartmouth, and Rail Explorers. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and consulting services.

Brad Bombard 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, N.A., Bristol County Savings Bank, and Sager Electronics. 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 a range of clients including individuals, pension plans, and charitable organizations.

Victoria Albanese is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Pioneer Financial Group, Minnesota Life Insurance, and Securian Financial Services Inc. Outside of finance, she spent three years working at Sassafrass Hair Salon. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick O'Rourke is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has six years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2020, and prior positions with Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience as an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with clients.

Joseph Saccente is a financial advisor with OSAIC in Somerset, MA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at Whitestone Analytics and Gilsanz Murray Steficek LLP, as well as involvement with the University of New Hampshire. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Christian Evers is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked for MassMutual Life Insurance Company and operated a small business called CEC Clean Up. Christian also worked at the University of Rhode Island and has experience in retail and youth sports organizations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative client relationships and goal-based planning.

Kristopher Green is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has held roles at Infosys, the Community College of Rhode Island, and L Gee Collision. 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.

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.