Richard Moore is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, with prior experience at Fidelity Investments and involvement with IATSE Local 23. Merrill 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.

Frederick Thielker is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop comprehensive financial strategies tailored to their unique goals and circumstances. His professional approach focuses on connecting clients with appropriate people, plans, and processes to support personal ambitions such as education funding, retirement planning, and long-term family objectives. He brings expertise in financial planning, including areas like long-term income sustainability, wealth transfer and preservation, tax-efficient strategies, and educational funding. Frederick's professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from American International College. Outside of his professional role, Frederick has personal interests that include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking.

Alexander Araniz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His approach includes collaborating with clients to create plans tailored to their family, goals, and aspirations. His areas of expertise include personal retirement planning, college education planning, family wealth management strategies, and legacy planning. Alexander is certified as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Massachusetts Lowell. Outside of his professional work, Alexander enjoys activities such as boating, chess, cooking, football, ice hockey, music, pickleball, spending time with his family, volleyball, and watching movies.

Patrick Mc Mahon is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and previously spent two years at Bank of America. Outside of his advisory role, he works part-time as a bartender for theater events with PPAC RI. 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 a combination of model-based and discretionary investment strategies.

Christopher Swick is a Senior Vice President and Senior Financial Advisor with the Swick & McDevitt Group at Merrill Lynch Wealth Management. He works with high net worth individuals, families, and institutions to provide tailored financial advice and guidance that addresses their specific objectives. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and investment consulting for defined contribution plans among other client focus areas. As a qualified Portfolio Manager, Chris manages personalized or defined investment strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, occasionally on a discretionary basis through the firm's Investment Advisory Program. Chris graduated from Colby College in Waterville, Maine in 2014 with a Bachelor of Arts degree in Economics, concentrating on financial markets. He joined the Dziuba Group in 2012, where he initially focused on portfolio analytics and investment research. Chris holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Boston, Massachusetts, Chris contributes to the community as a mentor for the Colby Financial Alumni Club, assisting undergraduate students in their career development within financial services. He also serves as a Corporator on the Advancement Subcommittee for Bishop Feehan High School in Attleboro, Massachusetts. Outside of his professional and community activities, Chris enjoys various sports such as golf, tennis, and skiing.

Charlotte Doherty is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Primerica Advisors since 2021 and previously worked 14 years at Cumberland Public School. Outside of advisory work, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Matthew Anghinetti is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at YMCA, Stonehill College, and QCI Engineering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolio solutions incorporating AI and systematic strategies.

Andrea Ritch is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc. and Brown Financial Group. Ritch is also involved in insurance sales and owns a financial planning and investment advisory business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, using asset-allocation tools and multiple advisory platforms to deliver customized portfolio management.

Marenglen Elezi is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Ameriprise, and State Street Corporation. Elezi also serves as Director of Investment Operations at Independence Financial Partners, where he is responsible for trades, models, research, and investment meetings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Irene Bock is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where she partners with the Carcieri & Bock Group. She works with individuals and families to design personalized financial strategies aimed at meeting their diverse goals and managing various aspects of personal and professional wealth. Irene also holds the Certified Exit Planning Advisor (CEPA) designation, enabling her to guide business owners through the process of preparing for business sale or transition that aligns financial and personal objectives. With over two decades in the financial services industry, beginning in 1998, Irene brings extensive experience to her role. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from California State University, San Bernardino. Prior to her financial career, Irene served in the United States Navy and was awarded the Southwest Asia Service Medal. Irene volunteers with the Center for Women & Enterprise, contributing to the Certification Review Committee to assist women in advancing their businesses through WBENC certification. She is fluent in English and Spanish. Outside of her professional and volunteer activities, Irene enjoys spending time with her husband, three children, and dog, Tucker, as well as exploring new restaurants, reading, traveling, and cooking spicy dishes.

Fred Vicario is a Financial Consultant currently working at Fidelity Investments since 2022. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2021 to 2022, Premier Advisor at Citizens Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Prior to that, he served as an Internal Wholesaler at Ameriprise Financial from 2015 to 2019 and started his career as a Financial Advisor at Wells Fargo Advisors from 2014 to 2015. Fred focuses on understanding the unique financial situations and goals of his clients, working with them to document their specific objectives such as retirement savings, education planning, and legacy planning. He collaborates with clients to create tailored financial plans aimed at helping them achieve these goals.

Kayla Ballou is a Series 66-licensed financial advisor with Ameriprise, based in North Smithfield, RI, and has five years of industry experience. Her prior work includes roles at Ye Olde English and Roast House Restaurant. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

Albert Crimaldi is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Cafaro Group. Since joining the team in 2016, he has led the group's life insurance and long-term care strategy and planning. Albert serves affluent families in New England and nationwide, working with professionals and corporate executives as they navigate key life transitions including job changes, retirement, and family milestones. His areas of focus include college education planning, legacy planning, liquidity management, tax minimization, and retirement income strategies. Albert holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). He earned his bachelor's degree from Endicott College, where he was a center on the football team, and holds an MBA from Johnson & Wales University. Albert is an active member of Rotary International and resides in Dedham, Massachusetts. Outside of his professional work, Albert enjoys cooking, golfing, and reading. He spends time with family and friends on Cape Cod.

Christopher Medeiros is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and 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.

Brennan Latham is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Fidelity Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by a structured process and advanced modeling tools.

James Wing is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Mary Brimer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Her prior roles include positions at SagePoint Financial, the ON Equity Sales Company, Guardian Life Insurance Company of America, and Ohio National Financial Services. She also operates under the business name Ginger Green Financial and serves as an insurance agent. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Joel Russell is a Series 66-credentialed advisor at Merrill with 17 years at the firm and 11 years of industry experience. He is based in Riverside, RI. 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 constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

Shane Madden is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide comprehensive financial guidance tailored to their unique circumstances and goals. His client focus areas include college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Shane holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from the University of Massachusetts System. He follows a thorough planning process that covers goals, cash flow needs, risk considerations, wealth preservation, tax-efficient strategies, and legacy planning. Shane emphasizes ongoing collaboration to help clients adapt their financial strategies as their situations evolve. Outside of his professional work, Shane is involved in community activities including Habitat for Humanity Greater Providence and East Bay, Save The Bay, and Special Olympics RI. His personal interests include fishing, golfing, and skiing.