Garrett Beeley is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has held roles at Merrill since 2019 and also worked at BANK of AMERICA, N.A., IndieWhip, WPRI, and Alex and Ani. 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.

Mary Pothier is a Series 66–licensed financial advisor with 26 years of industry experience. She has been with Merrill since 2009 and also works with Bank of America, N.A. 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 clients, and charitable organizations.

Matthew Riley is a financial advisor with Ameriprise in Taunton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aya El Hossaini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, Citizens Bank, and Santander. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Ferreira is a financial advisor with Edward Jones in Rehoboth, MA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages long-term rental properties in Rehoboth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm supports over 23,700 advisors nationwide and offers affiliated mutual funds, trust services, and securities-based lending under a fiduciary standard.

Joshua Cordeiro is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2016. 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 managed by internal teams and third-party managers for a range of individual and institutional clients.

Seth Kauffman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010, also spending time at Bank of America, N.A. since 2019. 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, and institutional accounts.

Diliala Valle is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in family and international wealth management strategies. With 35 years of experience, she focuses on asset allocation, diversification, and portfolio management services to help clients preserve wealth through different market cycles. Her expertise lies in domestic and international fixed income and equity markets, employing professionally managed strategies aimed at maximizing returns while reducing risk. Diliala holds a Bachelor's Degree from Universidad del Valle de Mexico and the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, she is committed to building strong client relationships through accessible and knowledgeable guidance. She also participates actively in community volunteering, aligning with Merrill’s tradition of service. Outside of her professional role, Diliala enjoys adventure sports, biking, boxing, camping, fishing, football, hiking, music, reading, and soccer.

Michael Goodson Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with a brief tenure at Wells Fargo Clearing Services LLC. 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.

Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA. He holds the Series 66 designation and has eight years of industry experience. His prior work includes roles at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Proctor is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at DoorDash, Bank of America, and Uber Technologies. Outside of his advisory work, he is involved in media relations for the New England Patriots and assists with athletics statistics for Holy Cross. 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.

Jeremy Mazzola is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A., as well as in roles with the University of Massachusetts Dartmouth and Swerve Entertainment Group, Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barrett Grant is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Boon Street Market and University of Rhode Island. 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.

Olivia Manolio is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in the restaurant and service industries. 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.

Benjamin D. Auteuil is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 credential and eight years of industry experience. He has been with Merrill since 2017 and previously worked at Best Buy from 2015 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with a range of portfolio implementation methods and tax-aware strategy options.

Louis Tavares is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He is also involved in tax preparation and accounting consulting through his roles at Business Service Company and Tavares & Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Leslie Le Duc is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and Point 32 Health for six years. Leslie is also engaged as an independent contractor providing accounting, bookkeeping, and payroll services, in addition to acting as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple platforms.

Chad La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2008. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keven Larkin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held roles at Sound FX and in vocational technical 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.