Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Daniel Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Santander Securities, Creative Wealth Solutions and Insurance Services, Eagle Strategies (NY Life), and New York Life Insurance Company. He is currently based in Bristol, Rhode Island. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Sercan Yilmaz is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. Merrill, 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Winslow is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Tower Construction Corp and Overhead Door Company of Providence. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Julie Dansereau is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Teixeira is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he is involved with Teixeira Financial Group, where he offers fixed and indexed annuities, traditional life insurance, long-term care, and life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.

Denise Wooten is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has 21 years of industry experience. She has been with Merrill 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, and institutional investors.

Mathias Bohorquez is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Boston Harbor Team. He focuses on helping clients simplify and enhance their financial lives through integrated wealth management services tailored to their unique goals. Mathias advises individuals and families in areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, tax minimization, retirement income, and serving women and clients in sports and entertainment. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mathias earned his Bachelor's degree from Providence College. He is active in community organizations such as the Big Sister Association of Greater Boston and the Greater Boston Chamber of Commerce's Women's Network Advisory Board, and has participated in events like the Dana-Farber Marathon Challenge. Outside of work, Mathias enjoys cooking, running, playing soccer, traveling, and spending time with his family.

Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.

Julie Frazier is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Province Mortgage Associates 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, retirement plans, corporations, and charitable organizations.

Amy Cutler is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

David Davtian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and Merrill, as well as prior experience in the retail and food service sectors. 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.

Richard Danforth Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns an apiary where he manages beekeeping and honey sales, and he performs as a member of an Irish band playing local gigs in Boston. 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 institutional investors.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Oluwatoyin (Olu) Forrestal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 12 years of industry experience. He 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathaniel Camera is a Series 66-licensed advisor at Merrill with no prior industry experience. His background includes roles outside financial services, such as positions at Planet Fitness and University of South Carolina Campus Recreation. 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, institutions, and charitable organizations.