Akbar Tirmizey is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A. and Savings Bank Life Insurance. Merrill, along 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 individual and institutional clients.

Kerri Converse is a financial advisor at Merrill with 13 years of industry experience and holds the Series 63 and Series 66 designations. She has been with Merrill since 2011. Outside of her advisory work, she consults for an Etsy-based business designing various products and serves as a board member of the North Smithfield Athletic Association, where she helps organize a town 5K event annually. 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, and institutions.

Logan Zandri is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including community and educational positions as well as managing a martial arts business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Brazil is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to that, he was affiliated with Bank of America, N.A. beginning in 2008. 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 clients, pension plans, corporations, and charitable organizations.

Jameson Maloney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017 after working at CVS Health from 2015 to 2017. Outside of advising, he is involved in guardianship services in Warwick, Rhode Island. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Soltys is a financial advisor at Merrill with 19 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 66 designations. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Janik is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Follett is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Ascensus, Bryant University, and Walgreens. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital-markets platform.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. 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. 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.

Kenroy Carty is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals. Kenroy leverages the investment insights of Merrill Lynch and the banking and lending solutions offered by Bank of America to create flexible strategies suitable for evolving market conditions. Kenroy’s expertise spans several client focus areas, including executive compensation, family wealth management, philanthropic planning, portfolio management, socially responsible investing, and strategies tailored for endowments, foundations, non-profits, and small businesses. He holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Kenroy earned his bachelor’s degree from the Pennsylvania State University System. He is proficient in both English and French and is actively involved in community initiatives such as PAL and Student Sponsorship. Outside of his professional pursuits, Kenroy enjoys cooking, genealogy, music, painting, photography, reading, spending time with family, traveling, watching movies, and practicing yoga.

Jason Hawkes is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven investment strategies supported by third-party managers and infrastructure providers.

John Gautreaux is a financial advisor at OSAIC with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked at Beaulieu Financial Group starting in 2001. Gautreaux also provides group employee benefits and small business health insurance as a broker. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services that utilize asset-allocation tools and third-party resources to construct and manage portfolios across multiple asset classes.

Madeline Moran is a Series 66 licensed advisor at Merrill with one year of industry experience. Her prior work includes roles in both the hospitality and legal sectors, as well as time spent at the University 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Kimberly Butterfield is a financial advisor at Cetera with 26 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Butterfield has been affiliated with Cetera Advisors LLC and J. Marshall Associates Inc. for over a decade and serves on the board of the Faxon Animal Rescue League. She is also a board member of the Rotary Club of Fall River. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, and supports a network of over 10,000 advisors managing more than $256 billion in assets.

Daniel Gamm is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Newport, RI. Gamm serves on the boards of the Boys and Girls Club of Pawtucket and the JCDS Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with advisors.

Frederick Bellows is a financial advisor with J.P. Morgan Securities in Newport, Rhode Island, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Citizens Securities, Mass Mutual Life Insurance Company, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved as an owner and partner in private businesses unrelated to his securities activities. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured process that includes quantitative asset-allocation modeling and centralized due diligence.

Christopher Barclay is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.

Jose Clase is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at The Washington Trust Company and Nordblom Management Company, as well as teaching roles at Rhode Island College and the Community College of 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Wilkins is a financial advisor with Edward Jones in Little Compton, RI, holding the CFP® designation and Series 66 license. She has seven years of industry experience, including prior self-employment and a role at Sel Rrose. Wilkins has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, managed solutions, and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Keith Kureck is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. In addition to his advisory role, he is a part-time event day employee at Team Ops LLC, a for-profit business he has been associated with since 2011. 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 institutions.