Donna Johns is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at New York Life Insurance Company, Mass Mutual Life Insurance Company, and Barnum Financial Group. Outside of her advisory work, she serves as an assistant pastor at Destiny Life Center International, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management strategies and platform solutions.

Justin Legg is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2014. Outside of his advisory role, Legg is a musician who plays bass and guitar professionally with various artists and bands. 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.

Ryan Commo is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has five years of industry experience. His prior work includes roles at Sherwin-Williams for ten years and Pro Tool & Supply for one year. He has been with Merrill since 2020 and also has experience with Bank of America, N.A. 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.

Thomas Harkins is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2006 and spent nine years at Ameriprise prior to that. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Dennis Forest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed author of a book about a 700+ mile walk completed in 2023. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Katherine Farnham is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Frank Giorgio IV is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc. and Morgan Stanley & Co. LLC. Outside of his advisory work, he is involved in food manufacturing with Club 400 Spaghetti Sauce. 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 advisory and brokerage services, utilizing advanced tools and multiple asset management approaches.

Deviet Gaul is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Blount Fine Foods, Bryant University, Rogers Corp, and The Kraft Group, where he was involved in inventory control and sales of alcoholic beverages as a beer hawker. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Md Hossain is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Bank of America, N.A. since 2026 and has prior experience at TowerBrook Capital Partners and in the restaurant industry. 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.

Nicole Czaja is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles in education at Elon University and positions outside the financial sector. 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 and profit-sharing plans, corporations, and charitable organizations.

Shelbee Finnegan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2022. Outside of finance, she has held roles at local businesses including Zorba's Pizza & Pub and Pawtucket Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Raul Guzman is a Series 66-licensed advisor at Fidelity with three years of industry experience. His prior roles include positions at Santander Bank and LendSure Mortgage Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Geoffrey Fiszel serves as a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. Geoffrey develops tax minimization strategies for high-net worth individuals, families, trusts, foundations, and businesses. He employs strategic and tactical asset allocation strategies to diversify low-cost concentrated equity positions and holds FINRA Series 7, 24, 31, 63, and 65 registrations, as well as Life, Accident & Health Insurance Licenses. Geoffrey's wealth management approach is consultative and objective, drawing upon his experience across retail, transportation, manufacturing, insurance, real estate, and financial services industries, as well as from his independent consulting practice. He has provided strategic and tactical advice to firms including Fortune 100 companies and litigation support in high-profile cases. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. These strategies may be managed on a discretionary basis through the firm's Investment Advisory Program. He holds a Bachelor of Science in Management with a Concentration in Operations Research from New York University and a Master of Science in Professional Accounting with a Concentration in Taxation from the University of Hartford. Geoffrey is a Chartered Financial Consultant (ChFC) and a former member of the United States Marine Corps, having served four years. He resides with his family in Glastonbury and South Glastonbury, Connecticut, and participates in community volunteer activities. His personal interests include adventure sports, boating, boxing, chess, music, reading, and spending time with his family.

Todd Pearl is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, he is involved in a residential construction project in Westport, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and provides a broad range of retail and institutional investment services.

Kimberlee Sellers is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Pingitore is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2018. 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.

Joshua Bublitz is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 13 years. He previously worked with Axa Advisors, LLC for 7 years. He is based in Barrington, Rhode Island. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

William Martin is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for eight years before joining Ameriprise Financial Services Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools overseen by a dedicated team to deliver tailored retirement income advice.

Mark Brayall Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and various positions in retail and polling before entering the financial services industry. 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, institutions, and charitable organizations.

Joel Lamoureux is a financial advisor with Primerica Advisors in Providence, RI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2002. Outside of his advisory role, he is involved in sales of home security and automation products and is a partner in Lam Properties, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.