Aaron Hurst is a financial advisor at Ameriprise with six years of industry experience. He previously worked at MetLife Investors Distribution Company for five years and has a background that includes time at Quidnessett Country Club. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a centrally produced analysis that incorporates investment research, third-party data, and algorithmic tools.

Bram Berkowitz is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2019. 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, retirement plans, corporations, and charitable organizations.

Jesse Rathier is a financial advisor at Edward Jones in Bristol, RI, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at LPL Enterprise LLC and Fidelity Investments, along with employment in the foodservice and real estate sectors. Outside of his advisory role, he is involved with Penrose Realty, providing mortgage and real estate services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephanie Munoz is a financial advisor at Merrill with 11 years of industry experience. She holds Series 66 and Series 63 designations and has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Salome Bustillo Jr. is a Series 66 licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill, Salome held positions at Bank of America, Fidelity Investments, and Amica Mutual Insurance Company. 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 individual and institutional investors.

Mark Martone is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining MassMutual in 2017. In addition to his advisory role, Martone operates as an independent insurance agent focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, employing collaborative planning tools and recommending investment strategies without discretionary authority.

Benjamin Castillo is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior roles include positions at Citizens Securities, Empower, Barnum Financial Group, and Fidelity. Mass Mutual 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 software to analyze client goals and deliver written recommendations.

Giancarlo Pannone is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Newport, RI, having previously worked at New England Professional Planning Group, Raymond James Financial Services, Bank of America, and Merrill. His background includes roles in both advisory and private banking services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning solutions.

William Munnerlyn is a financial advisor at Merrill in Riverside, RI, holding a Series 66 designation with four years of industry experience. He co-founded Udanta, Inc., a tech recruiting firm, where he provides strategic advice on a quarterly basis. Munnerlyn has previously worked at Bank of America and Verge Mobile, among other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarred Cody is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Keller Williams Realty. Outside of financial advising, he is involved in sales of home security and automation products through affiliated companies and works in operations for United Parcel Service. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services largely through model-driven strategies managed by third parties.

Terence Glackin is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Royal Alliance Associates, Inc., Signator Investors Inc., and John Hancock/Beaulieu Financial Group. Outside of his advisory work, he coaches sailing and manages boat preparation for sailboat racing in Newport, RI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Declan Walmsley is a financial advisor with LPL Financial in Middletown, RI, holding a Series 66 designation. He has been in the industry since 2025, with prior experience that includes roles at Finn & Meehan Wealth Management and Lifetime Moving Co. His background also includes various positions in education and community recreation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.

Jaden Bauch is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and no prior industry experience. Before joining LPL Enterprise, Bauch held positions in various sectors including financial aid at Maine College of Art & Design and roles at TruChoice Federal Credit Union and several retail and service businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with a range of financial products.

Stephen Fernandes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

David Stern is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by proprietary and third-party research.

Andre Freitas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he maintains ownership of a building company in Wakefield, Rhode Island. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Zamil is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shakib Mashata 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 Anthony V. Ricci, as well as a period working at the Community College of Rhode Island. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Derek Dipetrillo is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Theodore is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2013 and holds a Series 66 designation. 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 plans, corporations, and charitable organizations.