Christopher Melendy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Melendy also served with the Cambridge Fire Department from 1997 to 2022. He receives compensation for sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.

Andrew Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill, he worked at Santander Securities LLC and Santander Bank N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Darryl Warner is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2021. 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 developed by internal and third-party managers.

Kyle Short 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, Freedom Mortgage, Nations Lending, Home Point Financial Corp, and Citizens Bank. 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, and institutions.

Ryan Jarzombek is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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.

Nicholas Rodriguez is a financial advisor at Merrill with 12 years at the firm and 8 years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is the owner of an LLC involved in construction. 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 a range of model-based and discretionary strategies for various client types including individuals, high-net-worth clients, and institutions.

Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.

Matthew Schmitz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The International Potters Company and Adidas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Paul Petronelli Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera Wealth Services and then Cetera. He serves on the boards of The Nemasket Group and The Dick Melloni Youth Foundation, where he is involved in fundraising and charity event planning. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Colin Donahue is a Series 66-licensed financial advisor with Merrill in Riverside, RI, and has five years of industry experience. His work history includes roles at Bank of America, Merrill, Connexion Systems & Engineering, CliftonLarsonAllen LLP, United Natural Foods Inc., and Billy's Restaurant. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Genetti is a ChFC® with 48 years of industry experience, currently serving at Mass Mutual Investors Services. He has been with Mass Mutual Investors Services since 2017 and has affiliations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Additionally, he has operated as an independent insurance agent specializing in disability insurance since 1975. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements utilizing firm-approved software and also provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Joseph Caggiano is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work history at Keurig Dr. Pepper and Jackson Hewitt. Outside of finance, he has been involved with USA Hockey and Keene State College. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. He is also involved with Sardelli & Hutchinson Wealth Management, an LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Philip Lennox is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, Inc., and LPL Financial LLC. His other business activities include trailing non-securities life insurance revenue at Allstate Financial Services. 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.

Steven Marine is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and prior work history that includes roles at DoorDash and Urban Greens Co-Op Market, as well as periods focused on full-time education. 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, institutions, and charitable organizations.

Amy Quick is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America and its related entities since 2005. 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 institutions.

Brandon Mc Kearney is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Murphys Petro, The Home Depot, MGM Springfield, and eClinicalWorks. 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.