Michael Drought is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Theodore Trafton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, he is involved in nonprofit work, serving on the Board of Directors and as Past Chair of the Children’s Wish Group of Rhode Island, and holds multiple positions including Investment Committee Chair and Board Member at The Gordon School. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, combining research-driven strategies with personalized recommendations. The firm serves clients primarily through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Paul Mcdonough is a financial advisor with RBC Capital Markets in Providence, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Mcdonough serves on the board of the King Philip Walpole Youth Hockey Association, coordinating the Pee Wee hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and implements strategies through both in-house and third-party investment managers.

Gary Cartwright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2015 to 2017 before joining Merrill in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party teams.

Curtis Rafter is a CFP® professional with seven years of industry experience, currently advising at RBC Capital Markets since 2026. His prior experience includes roles at Mass Mutual Life Insurance Company and Mass Mutual Investors Services, among others. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services tailored to clients’ risk profiles.

Ann Stiness is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides customized wealth management strategies for individuals, families, and institutions to align with their unique goals and priorities. Ann has over 30 years of industry experience, focusing on comprehensive wealth management through listening to client needs and tailoring strategies accordingly. Her expertise includes divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. She holds professional designations including Chartered Financial Consultant (ChFC), Certified 401(k) Professional (C(k)P), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ann attended Rhode Island College and Johnson & Wales University. She supports Merrill's tradition of community involvement through volunteer service and supports organizations that positively impact local communities. In her personal time, she enjoys hiking, spending time with family, and practicing yoga.

Courtney Mahoney is a financial advisor with RBC Capital Markets in Providence, RI, holding a Series 66 designation and 11 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2018. Mahoney serves on the event planning committee for the 2023 Hasbro Children's Hospital Heroes Ball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Peter Durfee is a financial advisor with Ameriprise in Raynham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Kalyn Tavares is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Kalyn focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. She offers guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen circumstances. Kalyn holds the Professional Investment Advisor (PIA) designation. She completed her high school education at Tavares High School and earned an Associate's Degree from Lake Sumter State College. Through her work, she aims to provide ongoing advice and connect clients with Bank of America specialists for additional banking and financing solutions as needed.

Felix Salvatore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on fiduciary responsibility and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Wormuth is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC for eight years and is currently with Merrill and Bank of America, N.A. in Providence, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Crowley is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2014 and Bank of America since 2016. Outside of his advisory role, he is the owner of Nothing Personal Entertainment, where he is involved in musical performance and coordination of events. Merrill 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, and institutional investors.

Lisa Listro is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and House of Muscle, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Corey Maxwell is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop financial strategies tailored to their specific needs and goals. His approach focuses on understanding what matters most to clients and helping them navigate complexities, providing guidance during uncertain times to keep them focused on their objectives. Corey's client expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Corey is involved in community activities with organizations such as Animal Rescue Rhode Island, Special Olympics Rhode Island, and United Way of Rhode Island. His personal interests include bowling, football, ice hockey, music, pickleball, spending time with family, and watching movies.

Eric Gladney is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in Providence, RI. 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 in its investment offerings.

John Lane is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. John holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Cranston East and completion of an Accredited Certificate Program at Bryant College. Committed to community involvement, John participates in volunteering activities with local organizations, reflecting the tradition of community engagement embraced by Merrill.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Christopher Antolini is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Cambridge Investment Research Advisors and previously held roles at Lincoln Financial Advisors, Inc. and Edward Jones. Outside of his advisory work, he serves as a committee member and volunteer for the Milford Lions Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms and customizable investment approaches.

Samantha Frimodig is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.