Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Nicholas Corrente is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at The Block Island Ferry and Seven B's Fishing, as well as roles in education at The University of Maine and local schools. 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.

Clara Silva is a financial advisor at Merrill with Series 63 and Series 66 licenses and has one year of industry experience. Her prior work includes positions at Bank of America, Fidelity Investments, and Gimenez-Bell Investments. 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 and profit-sharing plans, corporations, and charitable organizations.

John Alessandro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is a notary public in the state of Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets under management.

Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Waddell and Reed, Ameriprise Financial Services, and various insurance carriers. He is also involved with Sardelli and Hutchinson Wealth Management, a DBA for his LPL business. 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 variety of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Daniel Lawrence 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 across multiple industries, including retail, food service, and education. He has also been involved with entrepreneurial ventures such as Sole Desire and Run Newport. 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.

Michael Sullivan is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Marcin Krolikowski is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii. In addition to his advisory role, Krolikowski is an associate professor at Providence College and serves as vice president and secretary of the CFA Society Providence. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with a multi-platform approach that incorporates asset allocation tools, risk assessment, and access to third-party managers.

John Donna is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lawrence Disarro is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2012 and has also worked with Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations.

Gregory Fater is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Northwestern Mutual and spent twelve years at DePuy Synthes. He has a minority ownership interest in a family property LLC based in Newport, Rhode Island. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Vincente is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 designations. 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.

Mark Quillen is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has a long tenure with Prudential Insurance Company of America dating back to 1988. Outside of his advisory role, Quillen is involved in insurance product sales related to fixed life insurance, annuities, and disability insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and a variety of insurance products through affiliated entities.

Eric Brown is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at AXA Advisors, LLC, Nike, and a position at Anthony J's Bistro. He has been with Fidelity Brokerage Services LLC since 2021 and Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory activities with multiple registered investment companies.

Geofrey Fridman is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2009, concurrently working with Bank of America, N.A. since 2019. Outside of his advisory role, he is involved in a family-owned for-profit business. 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.

Mark Bowen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in outside insurance sales, focusing on property/casualty, fixed annuities, and group life renewals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Nathan Falso is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2025, he held positions at Citizens Securities Inc., Clarfeld, and Wells Fargo Clearing Services LLC. Outside of his advisory role, he owns a rental real estate business in Warwick, RI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

David Brawley is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2014. Outside of his advisory work, he serves as the Grand Knight for the Knights of Columbus Council #330, a charitable organization in North Attleboro, Massachusetts. 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 tailored for individuals, high-net-worth clients, and various institutional investors.

Darcy Coyle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. Coyle has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Vivian Couto is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she operates an online business selling jewelry on eBay under the name Pewter Me This. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies.