Linda Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors, Voya Financial Partners, and New York Life Investment Management. She also maintains a role with Rockland Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. 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 and profit-sharing plans, corporations, and charitable organizations.

Jordan Friedman is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, N.A., Morgan Stanley, and Bryant University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America’s broader financial platform.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Rosa Jr. is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016 and previously worked at Bank of America, N.A. for three years. 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 individuals, and institutions.

Michael Falcon is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the vice president of IRV Fit Personal Training Corp., where he advises on financial matters, and owns Falcon Wealth Management, which provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or develop custom strategies, supported by a network of over 10,000 advisors managing more than $256 billion in assets.

Chad Bearce is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Edward Jones and Northwestern Mutual Investment Services, LLC. Outside of finance, he has been involved in restaurant management and operated a property maintenance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Patricia Brennan is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014, concurrently serving at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America's 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.

Ross Gobeille is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Holloway is a financial advisor at Edward Jones with seven years of industry experience. His prior experience includes roles at Merrill Lynch and Citizens Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Michael Drought is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Derek Varao is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has held positions at Avantax and 1st Global Advisors and has operated a tax practice, The Tax Consultants Inc., in Fall River, MA, for more than two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Thomas Pavlovich is a financial advisor with Ameriprise in Fall River, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Pavlovich serves on the Board of Directors for Seekonk Girls Softball, Inc. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Wilkin is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked at Bank of America, N.A. since 2019 and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2014. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Theodore Trafton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, he is involved in nonprofit work, serving on the Board of Directors and as Past Chair of the Children’s Wish Group of Rhode Island, and holds multiple positions including Investment Committee Chair and Board Member at The Gordon School. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, combining research-driven strategies with personalized recommendations. The firm serves clients primarily through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Paul Mcdonough is a financial advisor with RBC Capital Markets in Providence, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Mcdonough serves on the board of the King Philip Walpole Youth Hockey Association, coordinating the Pee Wee hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and implements strategies through both in-house and third-party investment managers.

Gary Cartwright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2015 to 2017 before joining Merrill in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party teams.

John Tuturice is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill since 2009 and concurrently at Bank of America since 2014. Outside of his advisory work, he occasionally appears as a guest on a radio show discussing theology, philosophy, and history. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Ann Stiness is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides customized wealth management strategies for individuals, families, and institutions to align with their unique goals and priorities. Ann has over 30 years of industry experience, focusing on comprehensive wealth management through listening to client needs and tailoring strategies accordingly. Her expertise includes divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. She holds professional designations including Chartered Financial Consultant (ChFC), Certified 401(k) Professional (C(k)P), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ann attended Rhode Island College and Johnson & Wales University. She supports Merrill's tradition of community involvement through volunteer service and supports organizations that positively impact local communities. In her personal time, she enjoys hiking, spending time with family, and practicing yoga.

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.