Stephen Marotto is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017, with a brief interval at Down City Parking and Down City Paking, LLC. 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.

Michael Capuano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has held roles at Merrill since 2022 and has prior experience including positions at Billias Enterprise, the University of Rhode Island, and the Community College of Rhode Island. Capuano serves as a Program Director for Special Olympics Rhode Island, where he organizes practices, fundraisers, and volunteer activities. 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.

Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.

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.

Brennan Piemonte is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also serves in the U.S. Coast Guard, where he is involved in search and rescue, law enforcement, and training activities. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

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 at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2017 and 2019 respectively. Outside of his advisory role, 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Duncan Marshall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Main Street Home Loans and CVS Health. 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 clients including individuals, high-net-worth clients, and organizations.

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 Barnes is a financial advisor with Ameriprise in Westport, MA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Barnes serves as Treasurer on the Board of Directors for Friends Academy, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeremy Seidman is a financial advisor with UBS Financial Services in Narragansett, Rhode Island, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory work, he serves on the board of directors for the MIT Sloan Boston Alumni Association, where he chairs the annual MIT CFO Summit, and is also a board member of Coaching4Change, a nonprofit focused on coach education and youth empowerment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of financial services, including custody, underwriting, and capital markets activities.

Travis Kessock is a CFP® certificant with 22 years of industry experience and has been with Edward Jones since 2003. He is based in North Dartmouth, MA, and holds Series 63 and Series 66 registrations. Outside of his advisory role, Kessock is involved as a partner and informal advisor in a restaurant group and related investment entities in Foxboro, MA. 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 investment solutions supported by a large nationwide network of advisors and branch offices.

Matthew Sykes is a financial advisor at Edward Jones in Portsmouth, RI, holding a Series 66 designation with one year of industry experience. He previously worked for St. James's Place/REGENCY WEALTH LTD from 2018 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Anthony Lizzi is a CFP®-credentialed financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Meagher III is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Baystate Financial and has experience in construction through Meagher Construction. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer services.

Nelson Linhares is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to his advisory role, Linhares is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Zachary Shedd is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, Shedd worked in education and nonprofit sectors, including positions with Pentucket Regional School District and Connecting for Children & Families. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through Select Portfolio Solutions, 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 work history includes positions at Bank of America and BayCoast Bank, as well as roles at Fairfield University and several small businesses. 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.