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.

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.

Jonathan Pelletier is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Johnson & Wales University, Holy Trinity Parish, and North Smithfield School District. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Nicholas Manning is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and is also the owner of ANGyL Services, LLC. In addition, he has a decade of employment experience at the Naval Undersea Warfare Center. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high‑net‑worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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.

Domenic D'errico Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at MassMutual Life Insurance Company and Fidelity Brokerage Services, among other roles. Outside of finance, he is the owner and disc jockey for Hotel Freestyles LLC, performing at events. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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.

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.

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.

Brian Megley is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Bellevue Financial LLC. He serves as chairperson of the Rhode Island Saltwater Anglers Association, a nonprofit organization. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a wide range of program structures and custodial relationships across its network of more than 10,000 advisors and approximately 800,000 clients.

Jordan Friedman is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, N.A., Morgan Stanley, and Bryant University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America’s broader financial platform.

Joseph Rosa Jr. is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016 and previously worked at Bank of America, N.A. for three years. 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 individuals, and institutions.

Patricia Brennan is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014, concurrently serving at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America's 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 Vaughn is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and six years of industry experience. She previously worked at Merrill for eight years and at Target for two years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Andrew Wilkin is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked at Bank of America, N.A. since 2019 and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2014. 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, corporations, and charitable organizations.