Mark Kalen is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Merrill, he held positions at firms including Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. Outside of his advisory role, he holds a power of attorney position for an entity based in 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Kerri Squires is a Series 66 licensed financial advisor at Merrill with 11 years of industry experience. She has worked at Merrill since 2005 and has also been associated with Bank of America, N.A. since 2023. 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.

Claudio Tavares is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance including education and local government. Outside of advisory work, he owns Dreams Are Immortal LLC, a travel and design agency focused on trip planning and creating customized itineraries. 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.

Michael Baalbaki is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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 institutional investors.

Marc Gustafson is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America, Liberty Mutual, and Lustig Glaser and Wilson. Merrill, alongside 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Jamieson is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has prior experience in the restaurant and hospitality industry, including roles at Precint 10 Restaurant, Granite Links Golf Club, Bay Pointe Waterfront Restaurant, and Gustos Pizza. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Mahoney is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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.

Trevor Naun is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His prior roles include positions at Agru America, South Atlantic Bank, and involvement with the CoBE Institute and Greater Nashua Mental Health. Outside of finance, he is associated with College Curtains LLC, an entrepreneurial venture he has been engaged with for two years. 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 individuals, high-net-worth clients, and various institutional investors.

Andrew Conaty is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019, with some interruptions for full-time studies and brief roles outside the industry. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Cannon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was employed at the University of Rhode Island for three years and worked at the Rhode Island Country Club for nine years. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal and third-party teams and offers various portfolio implementation options including tax-aware strategies.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management and access to research and model portfolios.

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Nicholas Frasier is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill and Bank of America 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Francis is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Riverside, Rhode Island. He has seven years of industry experience, including prior roles in public school districts before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Youset Cruz Lizardo is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Lizardo held roles at Fidelity Investments, Lowe's, Walmart, Home Depot, and Walgreens, as well as educational and nonprofit positions including at Brown University and Trinity Academy for Performing Arts. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Horn is a Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has been with the firm since 2012. Since 2015, he has also provided advisory services through Global Retirement Partners LLC. Outside of his advisory work, Horn coaches lacrosse. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

James Vittoria is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caryn McGrath is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Baystate Financial. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm uses firm-approved software and collaborative annual planning engagements to analyze client goals and deliver recommendations.