Evan Dion is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at South County Juniors, Coastal1 Credit Union, and Meritage, as well as teaching at the University of Rhode Island and local schools. He has also been involved with Blu on the Water since 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Rulla Nehme Pontarelli is a financial advisor with OSAIC based in Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. She has 24 years of industry experience, including 17 years at John Hancock Financial Services and eight years at OSAIC. Outside of financial services, she designs and creates nautical-themed clothing under a personal clothing line, Nautical & Fabulous by Rulla. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various portfolio management programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple custodial and legacy platforms.

Stephen Palmisciano is a financial advisor at Merrill with 51 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1978 and at Bank of America 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Kennedy is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as Treasurer for the Norwood High School Athletic Hall of Fame. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, providing various options including tax management and responsible investing.

Eilish Clarkson is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she focuses on wealth planning and assists clients in pursuing their financial goals. Prior to this, she served as Director of Product Investment Guidance at Fidelity Investments from 2011 to 2018. Her career in financial services includes positions as Vice President and Private Banker at Wells Fargo Private Bank from 2009 to 2011, Vice President at Bank of America from 2002 to 2009, and Financial Consultant at Salomon Smith Barney from 2001 to 2002. Ms. Clarkson has experience educating clients on company compensation plans, guiding asset allocation conversations, and fostering an understanding of personal balance sheets. She holds an Arkansas Insurance License.

Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aya El Hossaini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, Citizens Bank, and Santander. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. Mass Mutual Investors Services 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, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

Linda Ferreira is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008, following a brief tenure at Ameriprise in 2006. Outside of her advisory work, she manages long-term rental real estate holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joshua Cordeiro is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2016. 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 managed by internal teams and third-party managers for a range of individual and institutional clients.

Sue Anne Walsh is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Gladstone Wealth Partners and Edelman Financial Engines before joining Merrill. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Kauffman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010, also spending time at Bank of America, N.A. since 2019. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Diliala Valle is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in family and international wealth management strategies. With 35 years of experience, she focuses on asset allocation, diversification, and portfolio management services to help clients preserve wealth through different market cycles. Her expertise lies in domestic and international fixed income and equity markets, employing professionally managed strategies aimed at maximizing returns while reducing risk. Diliala holds a Bachelor's Degree from Universidad del Valle de Mexico and the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, she is committed to building strong client relationships through accessible and knowledgeable guidance. She also participates actively in community volunteering, aligning with Merrill’s tradition of service. Outside of her professional role, Diliala enjoys adventure sports, biking, boxing, camping, fishing, football, hiking, music, reading, and soccer.

Derek Botelho is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Brendan Mccarthy is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2003, providing financial advice and guidance to affluent families and individuals. Brendan's expertise includes retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation. He is part of the De Marco-Mccarthy-Florio Group, which has been recognized by Forbes as the #1 Wealth Management Team in Rhode Island for multiple years. Brendan holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's Degree in Business Administration specializing in Finance and Economics from Suffolk University. His professional approach emphasizes goals-based wealth management, tax-efficient strategies, and family wealth education to assist clients in achieving financial well-being and legacy objectives. Residing in Medfield, Massachusetts, Brendan is active in his community, serving on the Finance Committee of Ronald McDonald House in Providence. He is also involved in youth sports coaching and enjoys fishing, skiing, and spending time with his family in Harwich Port, Massachusetts, and Ludlow, Vermont.

Mark Cruise is a ChFC® with 41 years of industry experience, currently affiliated with LPL Financial since 2005. Prior to that, he was with Mass Mutual Investors Services from 1999 to 2005. He also engages in fixed life, long-term care, and disability insurance sales and has participated as a speaker at seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Goodson Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with a brief tenure at Wells Fargo Clearing Services LLC. 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.

Benjamin Proctor is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at DoorDash, Bank of America, and Uber Technologies. Outside of his advisory work, he is involved in media relations for the New England Patriots and assists with athletics statistics for Holy Cross. 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.