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Johnny C

Series 66

Riverside, RI

Merrill

Johnny Cintron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and YearUp, and he has also worked as a delivery driver for GrubHub. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Gabrielle O

Series 66

Riverside, RI

Merrill

Gabrielle Opiekun is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her career includes positions at Bank of America and Amego Inc., as well as academic roles at Rhode Island College and the University 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, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Nicholas A

Series 66

Riverside, RI

Merrill

Nicholas Abreu is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various positions outside the financial industry, including roles at Amazon and LA Fitness. 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 supported by internal and third-party managers for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Teresa S

Series 63, Series 66

Attleboro, MA

Cambridge Investment Research Advisors

Teresa Shumila Wilder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and maintains a longstanding affiliation with Champagne & Bibeault, LLC. Outside of advisory work, she serves as an office manager for a garden center. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across various platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Natalie H

Series 66

Attleboro, MA

Equitable Advisors

Natalie Harris is a financial advisor with Equitable Advisors in Attleboro, MA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles at Wellesley College and the Santa Fe Institute, as well as involvement with OGA's Japanese Cuisine. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and LPL-sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alan O

Series 66

Riverside, RI

Merrill

Alan Ogunnaike is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. Outside of his financial career, he operates a reptile breeding business, AmazingBasins, where he educates subscribers about the maintenance and life cycle of Emerald Tree Boas. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Henry V

Series 66

Riverside, RI

Merrill

Henry Viall is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at Bank of America and held various positions outside finance, including roles at Amazon, Whole Foods, and educational institutions. He also serves as a power of attorney for a family member. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Arthur L

Series 65, Series 63

Plainville, MA

Raymond James Financial

Arthur Lambi Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Raymond James, he worked at Bentley Wealth Advisors, LLC, Disanto Priest & Co., and Commonwealth Financial Network. He is also president of Arthur Lambi & Associates, Inc., a consulting and financial advisory firm. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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La Shonda B

Series 63, Series 66

Riverside, RI

Merrill

La Shonda Brown Johnson is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Patricia R

Series 63, Series 65

Attleboro, MA

LPL Financial

Patricia Regan is a financial advisor with LPL Financial in Attleboro, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her career includes prior roles at Prudential Annuities Distributors and Prudential Insurance, as well as Rockland Trust. She serves as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alexander L

Series 66

Riverside, RI

Merrill

Alexander Lafazia is a financial advisor at Merrill with 17 years at the firm and nine years of industry experience. He holds the Series 66 designation and is based in Riverside, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Eric J

Series 66

Riverside, RI

Merrill

Eric Jackson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 credential and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Paul P

Series 66

New Bedford, MA

Cetera

Paul Pacheco is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1 St. Global Advisors. Outside of advising, he is involved in rental real estate investment. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Randall S

Series 66

East Providence, RI

Mass Mutual Investors Services

Randall Scholl is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citizens Securities, Royal Alliance Associates, SII, and LPL Financial. He serves as a trustee for family estate trusts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs as well as educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Thomas M

Series 66

Riverside, RI

Merrill

Thomas Murray is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been associated with Merrill since 2015 and with Bank of America, N.A. since 2020. 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 entities.

Tax-loss harvesting Active portfolio management Wealth management
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Eduardo S

Series 63, Series 66

Riverside, RI

Merrill

Eduardo Silva is a financial advisor at Merrill with Series 63 and Series 66 credentials and no prior industry experience. His work history includes roles at Bank of America, Fidelity Investments, and several restaurant and architectural businesses. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Maria S

Series 63, Series 66

Riverside, RI

Merrill

Maria Swierad is a financial advisor at Merrill with 19 years of industry experience, holding Series 63 and Series 66 licenses. She has been with Merrill since 2009 and has concurrent experience with Bank of America, N.A. since 2007. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Marcel G

Series 63, Series 65

Somerset, MA

LPL Financial

Marcel Gadbois is a financial advisor with LPL Financial in Somerset, Massachusetts, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves on the board of directors for St Michael's Federal Credit Union. 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 portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Donna J

Series 63, Series 65

Riverside, RI

Cambridge Investment Research Advisors

Donna Johns is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at New York Life Insurance Company, Mass Mutual Life Insurance Company, and Barnum Financial Group. Outside of financial advising, she serves as an assistant pastor at Destiny Life Center International, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Justin L

Series 66

Riverside, RI

Merrill

Justin Legg is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2014. Outside of his advisory role, Legg is a musician who plays bass and guitar professionally with various artists and bands. 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.

Tax-loss harvesting Active portfolio management Wealth management
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