Tristan Mouligne is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 as well as at Morgan Stanley Smith Barney LLC 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 variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to develop customized plans.

Matthew Kuzmiski is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a one-year tenure at Santander Securities LLC and a brief period at Ameriprise. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Zachary Palanza 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 been with Merrill since 2025. Prior to his financial advisory roles, he spent several years affiliated with the University of Connecticut in various capacities. 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 with model-based and discretionary investment strategies.

Derrick Elliott is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Riverside, RI. 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.

Steven Mayo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Chickasaw Securities LLC and multiple Cetera entities dating back to 2012. He also worked with RI Hitmen from 2020 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Sophia Pasquariello is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. Her work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, along with earlier positions at FP Stanley Pazdziora and FP David Bolton. She is also involved with RIIL, a community or nonprofit organization. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Carlos Pons is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2013. 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 plans, corporations, and charitable organizations.

John Mc Grath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for eight years and American Income Life Insurance for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Kanabay is a financial advisor with Merrill, holding a Series 66 designation and possessing 22 years of industry experience. He has worked 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 strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

William Sleicher is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in 2026. His prior work experience spans various industries, including roles at Harborone Bank and Tasty LLC, as well as positions in the food service and swim school sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products.

Jack Ryan is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Ameriprise Financial and entrepreneurial activities with Just Because Gatherings, LLC and Dodson Boat Yard LLC. 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.

Jason Smith is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Farley is a Series 66 licensed financial advisor with Merrill, based in Riverside, Rhode Island, and has 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he works part-time stocking grocery shelves at Ahold (Stop & Shop). 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Voski Armenakyan is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he has held roles in various sectors including physical therapy and telecommunications. 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.

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 with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and having 17 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports a range of account administration and custody services.

Emery Solano is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill and Bank of America, N.A. Since 2005 and 2017, respectively. 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 strategies for a range of individual and institutional investors.

Meaghen Avila is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2014 and has over a decade of experience with Bank of America, N.A. Additionally, she has been involved with the Town of Fairhaven in various capacities since 2003. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.

Sharon Buker is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, HR Block, Visiting Angels, and Mature Caregivers. She maintains outside employment with HR Block. LPL Enterprise LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bradford Magee is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, as well as with Bank of America, N.A. since 2019 and The Kimberly Group since 2017. 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 strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.