Jeffrey Fontes is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies that align with each client's unique financial objectives and values. Jeffrey leverages investment insights from Merrill and the banking and lending solutions of Bank of America to support clients in navigating changing market conditions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bryant College. Jeffrey is committed to understanding clients through one-on-one conversations, helping them pursue their life goals while planning their financial legacies. He also participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

Nicholas Parker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Fire Logistics and Town and Country Hardware. Prior to his advisory career, he was affiliated with the University of Vermont and held various other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party managers.

Kevin Doyle is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes positions at Edward Jones, Mass Mutual, and MetLife Securities. He serves on the boards of the RENEW Energy Initiative, Community Preparatory School Development Committee, and Community Action Board. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lars Lambrecht is a CFP® professional with 31 years of industry experience, currently serving at OSAIC since 2023. His prior experience includes roles at SagePoint Financial and Ameriprise Financial Services, Inc. He is involved in financial planning related to divorce and participates in professional networks in this area. Additionally, he volunteers with IRS/AARP Tax Aide assisting low-income seniors and holds a Certified Student Loan Professional designation, advising on student loan repayment and forgiveness programs. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios utilizing various asset classes and third-party platforms.

Joseph Tamburini is a financial advisor at UBS Financial Services with 33 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2009 to 2022. Tamburini serves as a finance committee member for A Wish Come True, a nonprofit organization that grants wishes to sick children, where he provides oversight of the organization’s endowment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Gregory Dudzik is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Janney Montgomery Scott and Invesco Distributors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Domenico Feroce is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 credential and 10 years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Lepley is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President and Senior Financial Advisor at The Lepley Group. He provides wealth management strategies and financial solutions tailored to family-specific risk tolerance, time horizons, liquidity needs, and investment goals. The Lepley Group focuses on delivering personalized investment services and comprehensive wealth planning to its clients, aiming to be a lasting resource and valued advisor to families. Kyle joined Merrill Lynch in 2011 after five years of experience with a leading Boston-based institutional investment firm. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kyle earned his Bachelor of Science degree in Finance from Saint Joseph’s University’s Haub School of Business where he was an active member of Sigma Phi Epsilon. In addition to his professional work, Kyle serves on the Red Sox Foundation's Advisory Council and is involved with various non-profit and community organizations such as the Tiger Woods Foundation and the Providence La Salle Academy Alumni committee. He is an active member of the Newport Yacht Club and enjoys activities including open ocean sailing, blue water cruising, fishing, and supporting Boston sports teams. Kyle resides in East Greenwich with his wife and two children.

Jaden Bauch is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and no prior industry experience. Before joining LPL Enterprise, Bauch held positions in various sectors including financial aid at Maine College of Art & Design and roles at TruChoice Federal Credit Union and several retail and service businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with a range of financial products.

William Pyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Clearing and Advisors. Outside of his advisory role, he is involved with the Boston Golf Club in Hingham, MA. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various portfolio management strategies.

James Zamil is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shakib Mashata is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A., Anthony V. Ricci, and the Community College of Rhode Island. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Patrick Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the full suite of Merrill Lynch and Bank of America resources to support his clients' personal financial lives. He focuses on providing disciplined planning and investment strategies aimed at helping clients achieve financial security and independence. With expertise in areas including corporate executive services, divorce transition planning, education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income, Patrick collaborates closely with clients to address what matters most as they navigate various life stages. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brown University. Patrick has also served as a past board member of the Brown Club of Boston. Outside of his professional work, Patrick enjoys basketball, football, golfing, hiking, running, and spending time with his family. He emphasizes a client-centered philosophy, asking, "How can I help you improve your quality of life?" as a guiding principle in his advisory approach.

Thomas Theodore is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2013. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Amin Perez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 2014. 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, and institutional investors. The firm is integrated into Bank of America’s corporate platform, allowing access to a broad set of products and services.

Eric Browne is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and has prior experience working at Potowomut Golf Club and Andersons Ski and Dive. 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.

Michael Embree is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, where he has been 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Derek Vadnais is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. His prior roles include positions at Bank of America and Northwestern Mutual. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers various model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Elaine Carvelli is a financial advisor at MassMutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017. Outside of her advisory role, she is involved in wellness device distribution and medical referrals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide goal-based recommendations.

Richard Strout is a CFP® with 12 years of industry experience, currently an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Fidelity Investments Institutional Services Company, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.