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.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Shawn Fiske is a CFP® and holds a Series 66 license, currently serving as a financial advisor at OSAIC with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 17 years. He is involved in a side activity helping clients determine appropriate insurance coverage for their specific situations. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Charbel Abou Naoum is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Rhode Island College, as well as a current position at Aldi. 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 Prokos is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to his current role, he has worked at Bank of America, Bain Capital, Harvard Management Company, and Spinnaker Capital. He has also been involved with the Law Office of Frank Prokos and Northeastern University in various capacities. 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 and profit-sharing plans, corporations, and charitable organizations.

Adam Crawford is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Techglobal Inc., Fathom Resources, and Boston University. 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.

Paula Tavares is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at Voya Financial Advisors and Sylvia & Company. Outside of financial advising, she serves as secretary for St. James St. John School and is involved with the Women's Fund, assisting with organizing community events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Steven Lucas is a Series 66 designated advisor with Merrill in Riverside, RI, where he has worked since 2009. He has 19 years of industry experience and has been associated with both Merrill and Bank of America during this time. 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, offering model-based and discretionary investment strategies developed by internal and third-party portfolio managers.