Christopher Hodgson Jr. is a financial advisor with Mass Mutual Investors Services in Dartmouth, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, Harwood Advisory Group, LLC, and UBS Financial Services Inc. He also provides servicing for existing fixed index annuity contracts as an outside insurance sales activity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, annual engagements that employ firm-approved software to analyze client goals and recommend investment strategies.

Stephanie Munoz is a financial advisor with Merrill in Riverside, RI, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2014. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Salome Bustillo Jr. is a Series 66 licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill, Salome held positions at Bank of America, Fidelity Investments, and Amica Mutual Insurance Company. 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 a range of individual and institutional investors.

Mark Martone is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Mass Mutual in 2017, he worked with Prudential Insurance Company of America and Pruco Securities. He also operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships using firm-approved tools and delivers written recommendations, with implementation being optional through separate brokerage or insurance arrangements.

Benjamin Castillo is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior roles include positions at Citizens Securities, Empower, Barnum Financial Group, and Fidelity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Stephanie Mondro is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She joined Merrill in 2026 after previous roles at UBS Financial Services, Chelsea Groton Bank, Infinex Investments, Raymond James Financial Services, and other firms. 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, pension plans, corporations, and charitable organizations.

William Munnerlyn is a financial advisor at Merrill in Riverside, RI, holding a Series 66 designation with four years of industry experience. He co-founded Udanta, Inc., a tech recruiting firm, where he provides strategic advice on a quarterly basis. Munnerlyn has previously worked at Bank of America and Verge Mobile, among other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Thorpe is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, following a 21-year tenure at Merrill. Thorpe also serves as a trustee and co-trustee for a trust in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured tools and investment research, managing approximately $2.74 trillion in client assets.

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® with 32 years of experience in the financial services industry. He currently works at OSAIC and has prior experience with SagePoint Financial and Ameriprise Financial Services, Inc. Lambrecht is involved in divorce financial planning networks and volunteers with IRS/AARP to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a platform that supports discretionary and third-party managed strategies.

Joseph Tamburini is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Tamburini serves on the finance committee of the nonprofit A Wish Come True, providing oversight of its endowment fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

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 with LPL Enterprise, holding Series 65 and Series 63 licenses. Bauch has been with LPL Enterprise since 2026 and has prior experience in various roles including positions at Maine College of Art & Design and TruChoice Federal Credit Union. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, utilizing model-driven investment implementation and offering financial planning, third-party asset management access, and insurance product sales through affiliated entities.

William Pyles is a financial advisor with LPL Financial in Seekonk, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior firms include Commonwealth Financial Network, Wells Fargo Clearing, MSI Financial Services, Mariner, and New England Securities. Outside of his advisory role, he is involved with the Boston Golf Club in Hingham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

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.

Dillon Keeney is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Citizens Bank, and Lee & Crowley. Outside of finance, he has experience working in landscaping. 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 institutions, supported by internal and third-party asset management teams.