David Bolton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of East Boston Main Streets, a nonprofit focused on community involvement and supporting small businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

Maureen Kerrigan is a Series 66 registered advisor with RBC Capital Markets in Providence, RI, bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Kerrigan serves on the board of directors for Starkids Scholarship Programs, a nonprofit focused on education support. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client's risk profile and investment objectives.

Nicholas Mastrostefano is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America since 2016. Outside of his advisory role, he owns a sole proprietorship that produces original designs and provides consulting services for small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Daniel Dehoney is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he is the owner of The DeHoney Group, a financial planning business, and contributes pro bono work to the Angel Foundation’s Financial Cancer Care program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Goltsos is a financial advisor with Merrill, holding a Series 66 designation. He has been with Merrill since 2026 and has previous work experience primarily with Vector Marketing Corporation. 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 individual and institutional clients.

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

Joshua Mcmillen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, LLC, and Easton Winwater. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides advisory and investment management services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

John Lima is a financial advisor with Merrill in Riverside, RI, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at Merrill since 2017 and previously spent one year at Santander Bank N.A. 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, and institutional investors.

Akbar Tirmizey is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America N.A. and Savings Bank Life Insurance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Kerri Converse is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she consults on product design for an Etsy-based business and serves as a board member for the North Smithfield Athletic Association, where she helps organize community fundraising events including the town’s annual 5K run. 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.

Logan Zandri is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including community and educational positions as well as managing a martial arts business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Brazil is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to that, he was affiliated with Bank of America, N.A. beginning in 2008. 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 clients, pension plans, corporations, and charitable organizations.

Jameson Maloney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017 after working at CVS Health from 2015 to 2017. Outside of advising, he is involved in guardianship services in Warwick, Rhode Island. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Soltys is a financial advisor at Merrill with 19 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 66 designations. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Janik is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Follett is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides guidance to individuals and families in pursuing their financial goals, specializing in college education planning, corporate and employee benefits, personal retirement planning, and retirement income. He applies his background in education and finance to develop long-range financial strategies tailored to clients' risk tolerance, cash-flow needs, and time horizons. Ryan began his career with Merrill Lynch in 2019 and previously worked with corporate benefit programs, including equity compensation and deferred compensation plans. Before entering financial services, he was a high school mathematics teacher and coach. He earned a Bachelor of Science in Mathematics from the University of Texas at Austin and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA). A native of Sweeny in Brazoria County, Ryan is active in his community, having served on the boards of the Sweeny Chamber of Commerce and Sweeny Independent School District Education Foundation. He also participates in local programs such as Junior Achievement of Brazoria County and Sweeny United. Ryan resides in Sweeny with his wife and two sons.

Kenroy Carty is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals. Kenroy leverages the investment insights of Merrill Lynch and the banking and lending solutions offered by Bank of America to create flexible strategies suitable for evolving market conditions. Kenroy’s expertise spans several client focus areas, including executive compensation, family wealth management, philanthropic planning, portfolio management, socially responsible investing, and strategies tailored for endowments, foundations, non-profits, and small businesses. He holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Kenroy earned his bachelor’s degree from the Pennsylvania State University System. He is proficient in both English and French and is actively involved in community initiatives such as PAL and Student Sponsorship. Outside of his professional pursuits, Kenroy enjoys cooking, genealogy, music, painting, photography, reading, spending time with family, traveling, watching movies, and practicing yoga.

Jeffrey Ferreras is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab in Providence, RI. His prior experience includes roles at Fidelity Investments, Merrill, and Santander Securities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Conor Driscoll is a financial advisor at MassMutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of finance, Driscoll has experience in the food service and fitness industries, including roles at Red Parrot Restaurant and Smithfield Fitness. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.