Benjamin D. Auteuil is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 credential and eight years of industry experience. He has been with Merrill since 2017 and previously worked at Best Buy from 2015 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with a range of portfolio implementation methods and tax-aware strategy options.

John McCarthy is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles with multiple firms, including founding Chartered Course Financial Group, LLC, where he is an owner and partner. He also works as an insurance agent, selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and advisory services through a large network of independent advisors, utilizing multiple program structures and manager platforms.

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor at Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has prior experience at BNY Mellon, where he worked for a total of nine years, and previously at Sports Info Solutions. 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 with financial planning, asset management, and educational programs. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers specialized services such as divorce planning and estate settlement.

Nathan Schmitt is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Webber Advisors and a period as a student at Pennsylvania State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through a structured recommendation process and ongoing advice.

Christopher Yalanis is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. Previously, he worked at Citigroup Global Markets from 2002 to 2009. He serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee at the Boys & Girls Club of Newport County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Forte is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Merrill, he worked at Fidelity Investments and the Rhode Island Department of the Treasury. He serves in the Rhode Island Army National Guard and has held various roles in educational and community organizations. 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 individuals, high-net-worth clients, and institutions.

Chad La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Gerrior is a financial advisor with OSAIC holding a Series 66 designation and 24 years of industry experience. He has worked at Royal Alliance Associates, INC., Sii, and Securian Financial Services, Inc. He is also the owner of a woodworking business called Fogland Woodworks. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and utilizes a complex affiliate network supporting various investment strategies.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Keven Larkin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held roles at Sound FX and in vocational technical education. 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.

Michael Abramo is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for five years before joining LPL Financial in 2013. 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 wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Martin Lasky is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Daniel Rose is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Santander Securities and New York Life Insurance Company. He is based in Bristol, Rhode Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its investment process.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes prior roles at Mariner, New England Securities, Equitable Advisors, and Mony Securities Corporation. She is also the owner of TRIO JEZ, LLC, a company involved in property rental in Narragansett, Rhode Island. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platform options and proprietary model strategies.

Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sercan Yilmaz is a financial advisor at Merrill with Series 63 and 66 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years and has a background that includes roles in various technology and gig economy companies. 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.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Aubin is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and Truist Investment Services. 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, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.