John Lima is a financial advisor with Merrill in Riverside, RI, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at Merrill since 2017 and previously spent one year at Santander Bank N.A. 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.

Akbar Tirmizey is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A. and Savings Bank Life Insurance. 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 for individual and institutional clients.

Kerri Converse is a financial advisor with Merrill in Riverside, RI, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works as a consultant designing T-shirts, luggage, notebooks, and ornaments, and serves as a board member for the North Smithfield Athletic Association, where she helps organize fundraising events and leads the town’s annual 5K. 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 various institutional investors.

Logan Zandri is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including community and educational positions as well as managing a martial arts business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Brazil is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to that, he was affiliated with Bank of America, N.A. beginning in 2008. 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, pension plans, corporations, and charitable organizations.

Jameson Maloney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017 after working at CVS Health from 2015 to 2017. Outside of advising, he is involved in guardianship services in Warwick, Rhode Island. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Soltys is a financial advisor at Merrill with 19 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 66 designations. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Janik is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Merrill since 2015. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Follett is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Ascensus, Bryant University, and Walgreens. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital-markets platform.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2015. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenroy Carty is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals. Kenroy leverages the investment insights of Merrill Lynch and the banking and lending solutions offered by Bank of America to create flexible strategies suitable for evolving market conditions. Kenroy’s expertise spans several client focus areas, including executive compensation, family wealth management, philanthropic planning, portfolio management, socially responsible investing, and strategies tailored for endowments, foundations, non-profits, and small businesses. He holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Kenroy earned his bachelor’s degree from the Pennsylvania State University System. He is proficient in both English and French and is actively involved in community initiatives such as PAL and Student Sponsorship. Outside of his professional pursuits, Kenroy enjoys cooking, genealogy, music, painting, photography, reading, spending time with family, traveling, watching movies, and practicing yoga.

Jeffrey Ferreras is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Merrill, and Santander Securities. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research and due diligence.

Jason Hawkes is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-driven investment strategies supported by third-party managers and infrastructure providers.

Conor Driscoll is a financial advisor at MassMutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of finance, Driscoll has experience in the food service and fitness industries, including roles at Red Parrot Restaurant and Smithfield Fitness. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.

Madeline Moran is a Series 66 licensed advisor at Merrill with one year of industry experience. Her prior work includes roles in both the hospitality and legal sectors, as well as time spent at the University of Rhode Island. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Clayton Plumer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works closely with clients and his team to provide comprehensive wealth planning services. Prior to this role, he served as an Investments Consultant at Fidelity Investments from 2011 to 2014. Clayton's professional experience centers on financial consulting and investment management within Fidelity's platform. He emphasizes a business approach grounded in a consistent process, clear business beliefs, and core values aimed at supporting clients and their families through all phases of wealth planning.

Laura Giarrusso is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates, Weston Securities Corporation, and Bank Rhode Island. Outside of her advisory role, she is involved with Bella Vita Nutrition, a restaurant and bar in Warwick, Rhode Island. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its advisory process.

Kimberly Butterfield is a financial advisor at Cetera with 26 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Butterfield has been affiliated with Cetera Advisors LLC and J. Marshall Associates Inc. for over a decade and serves on the board of the Faxon Animal Rescue League. She is also a board member of the Rotary Club of Fall River. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, and supports a network of over 10,000 advisors managing more than $256 billion in assets.

Jose Clase is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at The Washington Trust Company and Nordblom Management Company, as well as teaching roles at Rhode Island College and the Community College of Rhode Island. 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.