Gary Cartwright is a financial advisor at Merrill holding a Series 66 designation with eight years of industry experience. He has worked with Merrill since 2017 and previously spent two years at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment services within Bank of America’s broader corporate platform, allowing access to various financial products and services.

John Tuturice is a financial advisor at Merrill with Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Merrill since 2009 and concurrently with Bank of America, N.A. since 2014. Outside of his advisory role, he occasionally appears as a guest on a weekly radio show discussing topics in theology, philosophy, and history. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America enables access to a broad set of financial products and services.

Ann Stiness is a Wealth Management Advisor at Merrill Lynch Wealth Management in Providence, Rhode Island. She has been an advisor at Merrill Lynch for 26 years and previously worked for The Equitable Life Insurance Group in San Francisco, California. In her role as a Portfolio Manager, Ann manages clients’ portfolios on a discretionary basis using personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Ann’s expertise spans a range of client focus areas including divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. She holds several professional designations such as Chartered Financial Consultant (ChFC), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ann is registered with FINRA holding Series 7, 6, 63, and 65 licenses. Ann attended Rhode Island College and Johnson & Wales University. She participates in community volunteer activities, reflecting Merrill’s tradition of community engagement. Outside of work, she enjoys hiking, practicing yoga, and spending time with her family.

Courtney Mahoney is a financial advisor with RBC Capital Markets in Providence, RI, holding a Series 66 designation and 11 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2018. Mahoney serves on the event planning committee for the 2023 Hasbro Children's Hospital Heroes Ball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Frederic Blythe is a Series 66-licensed financial advisor with six years of industry experience, currently serving at Merrill since 2019. His prior work includes roles at MetLife Insurance Company and Health Source RI. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, delivering access to various investment products and services.

Kalyn Tavares is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Kalyn focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. She offers guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen circumstances. Kalyn holds the Professional Investment Advisor (PIA) designation. She completed her high school education at Tavares High School and earned an Associate's Degree from Lake Sumter State College. Through her work, she aims to provide ongoing advice and connect clients with Bank of America specialists for additional banking and financing solutions as needed.

Felix Salvatore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on fiduciary responsibility and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joana Gesualdi is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2020 and previously held positions at Bank of America, Blend PVD, Orchard View Manor, and Rhode Island College. Outside of her advisory work, she is the owner of Top Shelf Building and Design LLC, a limited liability company based in Cranston, Rhode Island. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Wormuth is a financial advisor at Merrill in Providence, RI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for eight years and has been with Merrill and Bank of America, N.A. since 2024. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Roseann Pinciotto is a Series 66 licensed advisor with 16 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements.

Patrick Crowley is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2014 and Bank of America since 2016. Outside of finance, he owns and operates Nothing Personal Entertainment, a business focused on musical performance and event coordination. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Lisa Listro is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and House of Muscle, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Corey Maxwell is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop financial strategies tailored to their specific needs and goals. His approach focuses on understanding what matters most to clients and helping them navigate complexities, providing guidance during uncertain times to keep them focused on their objectives. Corey's client expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Corey is involved in community activities with organizations such as Animal Rescue Rhode Island, Special Olympics Rhode Island, and United Way of Rhode Island. His personal interests include bowling, football, ice hockey, music, pickleball, spending time with family, and watching movies.

Laura Mc Dowell is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2013 in various capacities including Schwab Trust Bank and Charles Schwab Investment Advisory. Her background is exclusively with Charles Schwab affiliates. Outside of finance, she pursues singing and acting as a freelance activity. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated, multi-asset allocation approach and access to alternative investments.

Eric Gladney is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in Providence, RI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Rebecca Yaeger is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Prior to that, she has been affiliated with Bank of America, N.A. since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America's broader platform.

Dimitri Jaros is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and Ayr Wellness. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

John Lane is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. John holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Cranston East and completion of an Accredited Certificate Program at Bryant College. Committed to community involvement, John participates in volunteering activities with local organizations, reflecting the tradition of community engagement embraced by Merrill.

Dakota Hickman is a financial advisor with Merrill, holding a Series 66 credential and eight years of industry experience. He has been with Merrill since 2018 and previously worked at the University of Massachusetts Amherst. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.