Daniel Mullaney is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has previously worked at Bank of America, N.A. and Phh Mortgage/Ocwen, where he spent 19 years. Outside of his advisory role, he co-owns a residential rental property with his spouse. 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.

John Rangel Marte is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. His prior work includes roles at FabNewport and Hammetts Hotel, where he is currently also involved. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Isashei Ortiz is a financial advisor at Merrill with 18 years of experience at the firm and nine years in the industry. She holds a Series 66 designation and is based in Riverside, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Zitzmann is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and serves on the investment committee of Save The Bay, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and serving clients through both direct and corporate channels.

Aaron Simon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 28 years of industry experience. He previously worked at Commonwealth Financial Network for eight years and Wells Fargo Clearing for one year. In addition to his advisory role, he is a business owner of Roseland Real Estate, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including advisory platforms supported by research and technology tools.

Alexander Hosey is a financial advisor at Edward Jones in Cranston, RI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, Hosey worked with NYLIFE Securities LLC and New York Life Insurance Company. He is involved in his family’s catering business, Pauly Pentas Italian Deli, volunteering there during the holidays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of advisors and branches, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.

Brad Bombard 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, N.A., Bristol County Savings Bank, and Sager Electronics. 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 strategies for a range of clients including individuals, pension plans, and charitable organizations.

Victoria Albanese is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Pioneer Financial Group, Minnesota Life Insurance, and Securian Financial Services Inc. Outside of finance, she spent three years working at Sassafrass Hair Salon. 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.

Patrick O'Rourke is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has six years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2020, and prior positions with Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience as an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with clients.

William Baugh Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as treasurer of a condominium association and sits on the board of directors for a marina condo association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Christian Evers is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked for MassMutual Life Insurance Company and operated a small business called CEC Clean Up. Christian also worked at the University of Rhode Island and has experience in retail and youth sports organizations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative client relationships and goal-based planning.

Elizabeth Forsythe is a financial advisor at Morgan Stanley in Providence, RI, with 23 years of industry experience. She has been with Morgan Stanley since 2009, including her time at Morgan Stanley Smith Barney. Forsythe holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and models.

Kristopher Green is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has held roles at Infosys, the Community College of Rhode Island, and L Gee Collision. 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.

Krystal Buckley is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining her current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Rosieva Ashong Katai is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Erik Wilcox is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Securities, Inc, Morgan Stanley, and Edward Jones. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Cerilli is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including LPL Financial, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he operates as an independent insurance agent specializing in personal insurance products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and alternative investment options.

Kyle Cavanaugh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Verizon Wireless Zone and NBC Universal. 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.