Marisa Pollard is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to her current role, she worked at Oppenheimer & Co for eight years. She also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Roy Evans is a financial advisor with Edward Jones in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies through a large national network of advisors and branches.

Jordan Casey is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jordan worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, and as an Investment Specialist at Merrill Edge. Jordan's career also includes experience as a Production Support Analyst at Citizens Financial Group and as a Registered Representative at New York Life Insurance Company. Jordan's professional background spans banking, lending, and investment advisory. This breadth of experience informs a disciplined, planning-first approach to financial consulting, with an emphasis on understanding client priorities and fostering long-term relationships based on trust, clarity, and consistency. Jordan holds an Arkansas Insurance License. Outside of work, Jordan engages in fitness, golf, horseback riding, running, tennis, and traveling.

Giorvanny Lindor is a financial advisor with Merrill, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill, he worked at Bank of America and has been involved with the University of the People and the Rhode Island Computer Museum. 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.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Santander Securities, LLC, Santander Bank, NA, and Citizens Bank, NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that also includes brokerage and insurance products.

Nicole Lazarek is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she volunteers as an officer with the American Legion, a nonprofit organization supporting active and retired veterans. 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 charitable organizations.

Mary Miley is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has over 20 years of experience in the financial services industry, partnering with individuals and their families to help grow and protect their wealth through Fidelity's platform. Prior to her current role, Mary worked as a Senior Fixed Income Trader at OFI Institutional Asset Management from 2003 to 2008, and as Vice President and Senior Fixed Income Trader at Columbia Management from 1992 to 2003. Her extensive experience includes expertise in fixed income trading and holistic financial planning. Outside of her professional career, Mary enjoys cooking and baking, family activities, exploring culinary interests as a foodie, reading, and traveling.

Khalil Warren Hollins is a financial advisor at Merrill with a Series 66 license and four years of industry experience. Prior to joining Merrill in 2022, he worked in physical therapy and education, including roles at BD Physical Therapy and Worcester State University. 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 for individuals, high-net-worth clients, and institutional accounts.

Nicholas Ranucci is a Financial Advisor with Merrill Lynch Wealth Management and a Partner in the Sloper-Zawerucka-Ranucci Group. He has six years of experience in the financial services industry, focusing on helping families and small businesses identify their financial goals and develop comprehensive personal wealth analyses. Nicholas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Salve Regina University, graduating Magna Cum Laude. He resides in Smithfield, Rhode Island with his wife, Michaela.

James Griffin Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Merrill since 2009 and concurrently associated with Bank of America, N.A. since 2011. 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. The firm serves individuals, high-net-worth clients, and institutional investors, integrating investment services within Bank of America’s broader corporate platform.

Robert Entwistle Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial and Rockland Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

John Cote is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Merrill since 2009 and has also been with Bank of America, N.A. since 2008. 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, pension plans, charitable organizations, and corporate fiduciaries.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Brandon Manchester is a Series 66 licensed financial advisor with five years of industry experience currently with Merrill in Riverside, Rhode Island. His prior work experience includes roles at Bank of America, Alight Solutions, Empower Retirement, and GWFS Equities. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader platform, providing access to a wide set of products and services.

Richard Bassett is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016, with prior experience at Investors Capital Corp and J. Marshall Associates. He is also involved as an agent in fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable accounts, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party managers.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

William Harper is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. for over a decade. Outside of his advisory role, he is the sole owner of a rental property in Eastham, Massachusetts. 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.

Lisa Grenon is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America. 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.

Kwame Mensah is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2006. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by Managed Account Advisors LLC, with access to a broad range of products through its integration with Bank of America’s corporate platform.