Katelynn Lynch is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, she was with Merrill from 2016 to 2018 and Ladder 133 Inc. from 2013 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Arthur Rozzero is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1978 and Bank of America, N.A. since 2009. 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.

Stephanie Mondro is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She joined Merrill in 2026 after previous roles at UBS Financial Services, Chelsea Groton Bank, Infinex Investments, Raymond James Financial Services, and other firms. 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.

Jennifer Thorpe is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, following a 21-year tenure at Merrill. Thorpe also serves as a trustee and co-trustee for a trust in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured tools and investment research, managing approximately $2.74 trillion in client assets.

Jeffrey Fontes is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies that align with each client's unique financial objectives and values. Jeffrey leverages investment insights from Merrill and the banking and lending solutions of Bank of America to support clients in navigating changing market conditions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bryant College. Jeffrey is committed to understanding clients through one-on-one conversations, helping them pursue their life goals while planning their financial legacies. He also participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

Nicholas Parker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Fire Logistics and Town and Country Hardware. Prior to his advisory career, he was affiliated with the University of Vermont and held various other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party managers.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Kevin Doyle is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes positions at Edward Jones, Mass Mutual, and MetLife Securities. He serves on the boards of the RENEW Energy Initiative, Community Preparatory School Development Committee, and Community Action Board. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lars Lambrecht is a CFP® with 32 years of experience in the financial services industry. He currently works at OSAIC and has prior experience with SagePoint Financial and Ameriprise Financial Services, Inc. Lambrecht is involved in divorce financial planning networks and volunteers with IRS/AARP to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a platform that supports discretionary and third-party managed strategies.

Joseph Tamburini is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Tamburini serves on the finance committee of the nonprofit A Wish Come True, providing oversight of its endowment fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Gregory Dudzik is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Janney Montgomery Scott and Invesco Distributors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Domenico Feroce is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 credential and 10 years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Lepley is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President and Senior Financial Advisor at The Lepley Group. He provides wealth management strategies and financial solutions tailored to family-specific risk tolerance, time horizons, liquidity needs, and investment goals. The Lepley Group focuses on delivering personalized investment services and comprehensive wealth planning to its clients, aiming to be a lasting resource and valued advisor to families. Kyle joined Merrill Lynch in 2011 after five years of experience with a leading Boston-based institutional investment firm. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kyle earned his Bachelor of Science degree in Finance from Saint Joseph’s University’s Haub School of Business where he was an active member of Sigma Phi Epsilon. In addition to his professional work, Kyle serves on the Red Sox Foundation's Advisory Council and is involved with various non-profit and community organizations such as the Tiger Woods Foundation and the Providence La Salle Academy Alumni committee. He is an active member of the Newport Yacht Club and enjoys activities including open ocean sailing, blue water cruising, fishing, and supporting Boston sports teams. Kyle resides in East Greenwich with his wife and two children.

William Pyles is a financial advisor with LPL Financial in Seekonk, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Commonwealth Financial Network, Wells Fargo Clearing, MSI Financial Services, Mariner, and New England Securities. Outside of his advisory role, he is involved with the Boston Golf Club in Hingham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

David Bridgwood Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He is also a CPA and has been involved in tax and financial statement preparation through Bridgwood, Benoit & Company, P.C., a firm he co-owns. Additionally, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets.

Patrick Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the full suite of Merrill Lynch and Bank of America resources to support his clients' personal financial lives. He focuses on providing disciplined planning and investment strategies aimed at helping clients achieve financial security and independence. With expertise in areas including corporate executive services, divorce transition planning, education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income, Patrick collaborates closely with clients to address what matters most as they navigate various life stages. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brown University. Patrick has also served as a past board member of the Brown Club of Boston. Outside of his professional work, Patrick enjoys basketball, football, golfing, hiking, running, and spending time with his family. He emphasizes a client-centered philosophy, asking, "How can I help you improve your quality of life?" as a guiding principle in his advisory approach.

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.

Marisa Pollard is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to her current role, she worked at Oppenheimer & Co for eight years. She also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jordan Casey is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jordan worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, and as an Investment Specialist at Merrill Edge. Jordan's career also includes experience as a Production Support Analyst at Citizens Financial Group and as a Registered Representative at New York Life Insurance Company. Jordan's professional background spans banking, lending, and investment advisory. This breadth of experience informs a disciplined, planning-first approach to financial consulting, with an emphasis on understanding client priorities and fostering long-term relationships based on trust, clarity, and consistency. Jordan holds an Arkansas Insurance License. Outside of work, Jordan engages in fitness, golf, horseback riding, running, tennis, and traveling.