Joseph Carver is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation 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 strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jillian Blanchard is a financial advisor with Ameriprise in Warren, Rhode Island, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Gamboa Marty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and joined Merrill in 2022. Outside of his advisory role, he is the owner and president of Protean Conglomerate LLC, a business acquisition company, although it is currently inactive. 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.

Francis St. Vincent Jr. is a financial advisor at Merrill with 12 years of industry experience. He has held his current position at Merrill since 2014 and holds Series 63 and Series 66 licenses. 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.

Janet Frye is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 38 years of industry experience. Since 2010, she has operated Janet H. Frye Financial and has served as an independent contractor with 1776 Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized consulting services.

Anibal Perez Duarte is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Bank of America. His background also includes service in the Marine Corps. 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.

Pieter Vanvredenburch is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Market Alpha Advisors, Tullett Prebon Americas Holdings Inc, and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Robert Murano is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maridel Phin is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held positions at Navigant Credit Union, Rhode Island College, and Summit Settlement Services LLC, among others. 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.

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.

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.

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.

Teresa Shumila Wilder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and has worked with affiliated firms since 2003. Outside of advisory work, she serves as an office manager at a garden center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Natalie Harris is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked in the restaurant industry at OGA's Japanese Cuisine and held positions at Wellesley College and the Santa Fe Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

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.

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.

Arthur Lambi Jr. is a financial advisor at 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 in 2024, he worked at Bentley Wealth Advisors, LLC and Disanto Priest & Co. from 2018 to 2023, and Commonwealth Financial Network from 2003 to 2018. He is also president of Arthur Lambi & Associates, Inc., a consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by risk profiling and analytical tools, and maintains specialized municipal and public-finance advisory capabilities.

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.

Patricia Regan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America for 11 years and has served in her current role at Rockland Trust and LPL Financial since 2020. Regan also acts as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and a variety of management options.

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.