Charles Densmore is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. He holds the Series 66 designation. 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 individual and institutional clients.

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments from 2016 to 2025. His other business activities include involvement in non-variable insurance services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Duncan Harp is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at Edward Jones and Petco. 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.

Andrew Harris is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 12 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, Harris is a part-time flying trapeze coach for Revolution Trapeze, a school of aerial circus arts. Merrill 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 teams for a range of individual and institutional clients.

Jacob Barreira is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. His prior work includes roles at Euclid Financial Services and Follett Corporation, as well as experience in education and retail sectors. Outside of finance, he has been involved with Del's Lemonade. 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 and profit-sharing plans, corporations, and charitable organizations.

Anindita Banerjee is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Ventois Inc. and Home. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Charles Kelly is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2018, he worked at Cetera Advisors LLC, Investors Capital Corp., and other firms. 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 plan advisory services through a network of independent financial professionals using a range of investment strategies and custody platforms.

Christopher Collins is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2017. Outside of his advisory role, he is an active registered player with USA Volleyball, participating in competitive tournaments nationwide. 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 individual, institutional, and charitable clients.

Arthur Colello is a financial advisor with Cetera who holds the ChFC® designation and has 39 years of industry experience. He has worked with firms including Pioneer Financial Group, where he has served as president since 1999, and Securian Financial Services. Outside of advising, he is a majority shareholder of Elite Brokerage Services Inc., an insurance services firm, and serves on the advisory board of Metroeast Office Condominium I Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Ethan Narducci is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at UPS, The Home Depot, Dunkin, and worked in education and community settings including Merrimack College, Saint Philip Church, and Bishop Hendricken High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Rick Nichols is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Bank of America, Merrill, and Fidelity Investments in various capacities since 1998. 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.

Jennifer Paci is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Citizens Securities, Inc. and CITIZENS Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Terrance Jones is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held roles at The District & Blue Room, Nova Farms, Hope Artist Village, and Bravo restaurant. 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.

Claire Moscrop is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, she held roles at Securian Financial Services Inc, Pioneer Financial Group, Minnesota Life Insurance Company, and operated Claire Moscrop Nutrition from 2013 to 2020. She also has experience with Island Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advisory support delivered through a large network of investment adviser representatives.

Robert Kerr Jr. is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

William Wall Jr. is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Advisors since 2016. He owns a hunting property called Rock Wall Farms LLC in East Providence, RI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Jordy Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to Merrill, he held roles at several organizations, including Global Montello Group and Year Up. Outside of his advisory work, he owns an automotive window tinting business based in Providence, 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Savastano is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns Hair Affair, Inc., a retail hair salon, and serves as a mentor to entrepreneurs through the organization E-for-All. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elizabeth Burns is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. The firm, 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.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.