Voski Armenakyan is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, Armenakyan worked in various roles including at Specialized Orthopedic Physical Therapy and Black Diamond Networks. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Robert Brier is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Kyle Valdyke is a financial advisor at Merrill in Riverside, RI, with 17 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 66 licenses. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its investment approach with Bank of America’s broader corporate platform, enabling access to a wide range of products and services.

Emery Solano is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at both Merrill and Bank of America, N.A. since 2005 and 2017, respectively. Merrill offers managed account services through the Select Portfolio Solutions program to a varied client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates CIO-constructed and model-based investment strategies with services provided through Bank of America’s broader platform.

Meaghen Avila is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2014 and 2015, respectively. Additionally, she has served the Town of Fairhaven since 2003. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Sharon Buker is a financial advisor with LPL Enterprise LLC, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience working with Visiting Angels and HR Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with sales of financial products including insurance.

Bradford Magee is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Merrill and The Kimberly Group since 2017 and has been with Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform to provide access to a wide set of products and services.

Joseph Cirelli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles with National Amusements and Showcase in various locations from 2012 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Liam O'Kane is a financial advisor with Merrill based in Riverside, RI, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Michael Tessier is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Brown & Brown Insurance, and teaching roles at the University of Rhode Island and Community College of Rhode Island. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brayden Ladue is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality and retail. His background includes work at Lake Winnipesaukee Golf Club, Wildcat Pizza, and Project Happy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic, multi-manager approach.

Donald Hartley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Edward Jones and Bank Newport. Hartley receives Disability Income from the VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Tiernan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He serves as a Staff Sergeant in the Rhode Island Air National Guard, managing radio and satellite communications. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, Fonseca is involved in youth sports as a soccer coach and also works as a sports official. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory services including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven solutions.

Robert D'auteuil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013. Prior to Merrill, he was associated with Bank of America, N.A. starting in 2016 and worked at Organo Gold from 2012 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 to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates services across Bank of America’s platform, providing access to a wide range of products and strategies.

Erivan Carrascoza is a financial advisor at Merrill with a Series 66 designation and one year of experience. His prior work includes roles at Year Up, The Home Depot, and several educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, institutional, and charitable clients.

Maximilian Eppley is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 13 years with MFS Fund Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sandy Jackson is a Series 66 licensed financial advisor with Merrill, based in Riverside, Rhode Island, and has 20 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is a certified yoga instructor and also manages an LLC holding company for non-financial business ventures with her husband. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nicholas Richards is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, following five years at First Acura. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Margaret Caster is the principal of Caster and Company, Inc., holding a Series 65 license with 16 years of experience in financial advising. She also maintains a separate Certified Public Accountant practice in Rhode Island, which occupies the majority of her professional time. Her career includes long-term roles at both Caster and Company, Inc. and National Life. Caster and Company, Inc. provides investment advisory and supervisory services primarily as a complement to its affiliated accounting practice, offering oversight for custodial accounts and advising on publicly offered partnerships without taking custody of client funds. The firm employs various billing methods and conducts quarterly account reviews, distinguishing itself by integrating investment advice with accounting and tax services.