Katherine Tavares is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 credentials and 18 years of industry experience. She has been with Fidelity and its affiliated entities since 2006. Outside of her advisory role, she serves as President of the Demello Elementary PTO, organizing fundraisers and student activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Leary is a CFP® professional with 30 years of industry experience and has been with Edward Jones since 2003. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as Chair of the Board of Management for the Bayside YMCA, representing the local branch on the Greater Providence YMCA board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Trina Mitchell is a financial advisor with Merrill based in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2009 and is also currently employed with Bank of America. Outside of her advisory role, she serves in the U.S. Army Reserve and owns a fitness coaching business. 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, and institutional investors, with a focus on strategic asset allocation and tax-sensitive approaches.

Dennis Blais is a financial advisor at Merrill with 20 years of experience at the firm and holds the Series 66 designation. He is based in Riverside, RI. 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 plans, corporations, and charitable organizations.

Teresa Smith is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2018. 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.

Sherri Curria is a financial advisor with Thrivent Investment Management in North Dartmouth, MA, holding Series 63 and Series 66 registrations and nine years of industry experience. Her prior roles include positions at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeremy Foskett is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. Outside of his advisory role, he serves as a board member of the Charlton Massachusetts Finance Committee. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Deivy Garcia Permanez is a Series 66 licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held positions at Santander Bank N.A., Towne Park, Ltd, ALDO Group, and has experience in education at Florida International University, Miami Dade College, and Mater Academy Middle High School. 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.

Benjamin Bass is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in various roles including positions at Stonehill College, W.B. Mason, and Bass Resort Sales Corp. Outside of his advisory work, he has experience in athletics through F.A.S.T. Athletics. 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.

Micah Hoagland is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions in various sectors including telecommunications and business solutions. 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 accounts.

John Farley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he owns a photography business and a woodworking shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jonathan Smith is a financial advisor with Wells Fargo Advisors in East Providence, RI, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a trustee for FINET Practice 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that 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 clients having the option to implement recommendations through brokerage or advisory programs.

Joseph Carver is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jillian Blanchard is a financial advisor with Ameriprise in Warren, Rhode Island, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Gamboa Marty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and joined Merrill in 2022. Outside of his advisory role, he is the owner and president of Protean Conglomerate LLC, a business acquisition company, although it is currently inactive. 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.

Francis St. Vincent Jr. is a financial advisor at Merrill with 12 years of industry experience. He has held his current position at Merrill since 2014 and holds Series 63 and Series 66 licenses. 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.

Anibal Perez Duarte is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Bank of America. His background also includes service in the Marine Corps. 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.

Robert Murano is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maridel Phin is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held positions at Navigant Credit Union, Rhode Island College, and Summit Settlement Services LLC, among others. 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.

Stephen Cushing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Prior to his financial services career, he spent 14 years at Comcast. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.