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 Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Martin Lasky is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Daniel Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Santander Securities, Creative Wealth Solutions and Insurance Services, Eagle Strategies (NY Life), and New York Life Insurance Company. He is currently based in Bristol, Rhode Island. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Chris Libutti is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, Rhode Island. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal 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 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 29 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating over a decade in those roles before joining LPL Financial in 2022. He holds the Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gregory Winslow is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Tower Construction Corp and Overhead Door Company of Providence. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Julie Dansereau is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Caccia is a financial advisor with LPL Financial based in West Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in mortgage services at CrossCountry Mortgage, LLC and other mortgage firms from 2013 to 2019. He continues to maintain involvement with CrossCountry Mortgage as a mortgage professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.

Anthony Kutsaftis is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of Aquidneck Island Insurance, a property and casualty business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering advisory and brokerage services. The firm’s integrated platform combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated agencies.

Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Denise Wooten is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has 21 years of industry experience. She has been with Merrill since 2009. 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.

Mathias Bohorquez is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Boston Harbor Team. He focuses on helping clients simplify and enhance their financial lives through integrated wealth management services tailored to their unique goals. Mathias advises individuals and families in areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, tax minimization, retirement income, and serving women and clients in sports and entertainment. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mathias earned his Bachelor's degree from Providence College. He is active in community organizations such as the Big Sister Association of Greater Boston and the Greater Boston Chamber of Commerce's Women's Network Advisory Board, and has participated in events like the Dana-Farber Marathon Challenge. Outside of work, Mathias enjoys cooking, running, playing soccer, traveling, and spending time with his family.

Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.