Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Paula Morris Grieve is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and model manager options.

Kurt Costa is a financial advisor with Edelman Financial Engines in Providence, RI, holding Series 63, Series 65, and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Financial Engines Advisors, N.E. Private Client Advisors, Ltd, TD Ameritrade, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term management.

James Tetreault is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Signature Investors, Inc. and Signator Investors, Inc. He is based in Attleboro, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Adithiya Singh is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and Webster Bank, N.A. He is also the owner of Mercury Investments Inc., a sole proprietorship established in 2010. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Carlos Martins is a financial advisor with Primerica Advisors in Lincoln, RI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Martins is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

Albert Mui is a financial advisor with Edward Jones in Bridgewater, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked for MFS Fund Distributors Inc. for nine years before joining Edward Jones in 2019. Mui serves as a trustee for the Tanglewood Homeowners Association and is a member of the Middleboro Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Glenn Grilli is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in his current role as a financial advisor for over twenty-five years, beginning his career in investments in 1992. Glenn has experience with several legacy organizations prior to Bank of America's acquisition of Merrill Lynch. He works with individuals and businesses to define and pursue their financial goals. Glenn's responsibilities include providing personalized recommendations in areas such as retirement planning, trust and estate planning services (collaborating with family tax accountants and attorneys), corporate cash management solutions, asset allocation and investment selection, and individual wealth preservation and insurance planning strategies. Glenn holds a Bachelor of Science degree in business administration obtained in 1991 and a Master of Business Administration in finance earned in 1998, both from Bryant University. He also holds the Personal Investment Advisor (PIA) designation. Originally from Rhode Island, Glenn currently resides in Southern Massachusetts with his wife Karen and their children Nicholas and Jenna.

Richard Santos is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katelynn Lynch is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, she was with Merrill from 2016 to 2018 and Ladder 133 Inc. from 2013 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Arthur Rozzero is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1978 and Bank of America, N.A. since 2009. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Mondro is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She joined Merrill in 2026 after previous roles at UBS Financial Services, Chelsea Groton Bank, Infinex Investments, Raymond James Financial Services, and other firms. 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.

Jennifer Thorpe is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, following a 21-year tenure at Merrill. Thorpe also serves as a trustee and co-trustee for a trust in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured tools and investment research, managing approximately $2.74 trillion in client assets.

Jeffrey Fontes is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies that align with each client's unique financial objectives and values. Jeffrey leverages investment insights from Merrill and the banking and lending solutions of Bank of America to support clients in navigating changing market conditions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bryant College. Jeffrey is committed to understanding clients through one-on-one conversations, helping them pursue their life goals while planning their financial legacies. He also participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

Nicholas Parker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Fire Logistics and Town and Country Hardware. Prior to his advisory career, he was affiliated with the University of Vermont and held various other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party managers.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Kevin Doyle is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes positions at Edward Jones, Mass Mutual, and MetLife Securities. He serves on the boards of the RENEW Energy Initiative, Community Preparatory School Development Committee, and Community Action Board. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lars Lambrecht is a CFP® with 32 years of experience in the financial services industry. He currently works at OSAIC and has prior experience with SagePoint Financial and Ameriprise Financial Services, Inc. Lambrecht is involved in divorce financial planning networks and volunteers with IRS/AARP to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a platform that supports discretionary and third-party managed strategies.