Robert Ashegh is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services using various portfolio strategies and operates multiple financial platforms.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Cheng worked at PRUCO Securities, LLC for one year and spent eight years at Endeavor Seafood LLC. Outside of advising, Cheng is involved in a real estate rental business in Winsted, Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap fee program.

Steven Marine is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and prior work history that includes roles at DoorDash and Urban Greens Co-Op Market, as well as periods focused on full-time 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Nathan Richard is a financial advisor at Ameriprise with 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Nathan is also a notary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Quick is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America and its related entities since 2005. 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 institutions.

Brandon Mc Kearney is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Murphys Petro, The Home Depot, MGM Springfield, and eClinicalWorks. 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, pension plans, corporations, and charitable organizations.

L Inda Lombari is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2018, Lombari worked at Morgan Stanley and TD Private Client Wealth. In addition to her advisory role, she is also employed by J.P. Morgan Bank, where she offers deposit and credit products. 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 applying an ESG eligibility framework in its recommendations.

Michael Carano is a financial advisor with LPL Financial in Cranston, Rhode Island, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he operates a non-variable insurance business selling fixed life products and manages a small office rental arrangement for another LPL representative. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Molly Rambo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes a long tenure at Waddell & Reed, Inc. and experience with various insurance carriers. From 2018 to 2021, she was involved with the Life Is Good Kids Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and specialized institutional platforms.

Julianne Joly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her previous roles include positions at Janney Montgomery Scott, Morgan Stanley, and LPL Financial. She is also the owner of Ballast Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Roche is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2025. Prior to joining OSAIC, he spent 24 years with Lincoln Financial Advisors Corporation. He is involved in insurance sales and acts as a trustee for a family irrevocable income trust. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing firm-provided asset allocation tools and third-party solutions.

Lauren Roma is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, she worked at Fidelity Investments and has held internships and roles in government offices and the food service industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Williams is a financial advisor with Merrill, holding a Series 66 designation and based in Riverside, RI. He has been with Merrill since 2026 and has prior work experience in various non-financial roles. 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 plans, corporations, and charitable organizations.

Barbara Delponte is a financial advisor with LPL Financial in Cranston, Rhode Island, holding a Series 66 credential and bringing 24 years of industry experience. Her career includes roles at Merrill for 17 years, Ameriprise Financial Services, Transamerica, Barrett & Company, and Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and asset management solutions, supporting its network of over 22,800 advisors with technology and diversified investment strategies.

Patrick Cantrell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022. Prior to his current roles, his work history includes positions at West Marine, Copper Mountain, and several other companies across varied 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

John Jay Mouligne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 10 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and Corporate Financial Planning agreements.

Lynn Munoz is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2001. In addition to her role at Ameriprise, she manages an advisory business at Gamm Financial Group in Cranston, RI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement income advice.

Samuel Quinones is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yamilka Jimenez is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2023 and previously at Kyle Britton in 2022. Outside of advising, she works part-time as a sales associate at Frog and Toad, a gift shop. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Abbie Piper is a financial advisor at Osaic with two years of industry experience. She previously worked at Merrill and Webster Bank NA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with access to multiple advisory platforms, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.