Terence Glackin is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock/Beaulieu Financial Group. Outside of his advisory role, he serves as a sailing coach and boat manager in Newport, Rhode Island. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account strategies and retirement plan consulting.

Declan Walmsley is a financial advisor affiliated with LPL Financial and holds the Series 66 designation. He has been with LPL Financial and Finn & Meehan Wealth Management since 2025. Walmsley has also held roles in various other organizations, including Safety Insurance and educational institutions such as Salve Regina University and Wheaton College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jaden Bauch is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses. Bauch has been with LPL Enterprise since 2026 and has prior experience in various roles including positions at Maine College of Art & Design and TruChoice Federal Credit Union. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, utilizing model-driven investment implementation and offering financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Stephen Fernandes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes multiple roles at Citizens Securities, Inc. and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

David Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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 bringing 18 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2011, following a one-year tenure at USAA Investment Services Company. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension 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.

Amin Perez is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation supported by internal Chief Investment Office teams and third-party managers.

Eric Browne is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019. Prior to his current role, he worked in various positions at Potowomut Golf Club and Andersons Ski and Dive. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions.

Ian Anderson is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2020. Between 2016 and 2019, he focused on caring for a family member. Outside of his advisory role, Ian is co-owner and advisor at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Michael Embree is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Merrill since 2009, also serving at Bank of America 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Vadnais is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2017 and has prior experience at Bank of America, N.A. Derek’s background also includes roles at Northwestern Mutual and High Point University. 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.

Elaine Carvelli is a financial advisor at MassMutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017. Outside of her advisory role, she is involved in wellness device distribution and medical referrals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide goal-based recommendations.

Richard Strout is a CFP® with 12 years of industry experience, currently an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Fidelity Investments Institutional Services Company, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Evans is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Giorvanny Lindor is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill in 2026, he was employed at Bank of America and held positions outside the financial sector, including roles at the University of the People and the Rhode Island Computer Museum. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, Bloe held positions at Santander Securities, Santander Bank, and Citizens Bank. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers model-driven investment management, financial planning, and access to third-party asset managers, while also providing brokerage and insurance product services through affiliated entities.