Ryan Gold is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of finance, he was involved with The Boys and Girls Club LNV for four years. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on their personal and plan information.

John Varao is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and 1ST Global Advisors. Varao is also a director of The Robert F. Stoico / FIRSTFED Charitable Foundation, which supports nonprofit organizations in Southeastern Massachusetts and Rhode Island. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

Mark Kalen is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Anna Maria College, Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. Outside of his primary advisory work, he holds a power of attorney role for a private entity in 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Kerri Squires is a Series 66 licensed financial advisor at Merrill with 11 years of industry experience. She has worked at Merrill since 2005 and has also been associated with Bank of America, N.A. since 2023. 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.

Claudio Tavares is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America. Outside of finance, Tavares owns Dreams Are Immortal LLC, a travel and design agency that assists clients with trip planning and creates customized travel itineraries. 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 institutional investors.

Michael Baalbaki is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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 using model-based and discretionary investment strategies.

John Finn is a financial advisor with LPL Financial in Middletown, RI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 1997 and occasionally sells fixed insurance products including life, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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 institutional investors.

Anestis Diakopoulos is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and related services.

James Hilton, Sr. is a financial advisor with UBS Financial Services in Newport, RI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the U.S. National Sailing Hall of Fame, a nonprofit educational organization dedicated to preserving and promoting America's sailing legacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with model-based asset allocations and research from its Chief Investment Office and global teams. The firm integrates institutional trading capabilities with wealth management services across a broad platform of capital markets and advisory solutions.

Marc Gustafson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Liberty Mutual and Bank of America. Merrill 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 teams for a range of clients including individuals, high-net-worth clients, and organizations.

John Jamieson is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has prior experience in the restaurant and hospitality industry, including roles at Precint 10 Restaurant, Granite Links Golf Club, Bay Pointe Waterfront Restaurant, and Gustos Pizza. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Mahoney is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Trevor Naun is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His prior roles include positions at Agru America, South Atlantic Bank, and involvement with the CoBE Institute and Greater Nashua Mental Health. Outside of finance, he is associated with College Curtains LLC, an entrepreneurial venture he has been engaged with for two years. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Conaty is a financial advisor at Ameriprise in Barrington, RI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Sensata Technologies Co. and Citizens Bank, N.A., as well as periods as a full-time student. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm employs a collaborative, non-discretionary approach to implementation and uses proprietary research and third-party data to inform asset allocation and withdrawal strategies.

James Cannon is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. He also spent several years at the University of Rhode Island and the Rhode Island Country Club prior to his current roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheryl Fonseca is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. 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 and access to various investment strategies, supported by technology and research tools.

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Nicholas Frasier is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill and Bank of America since 2009. 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.