Jesse Rathier is a financial advisor at Edward Jones in Bristol, RI, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at LPL Enterprise LLC and Fidelity Investments, along with employment in the foodservice and real estate sectors. Outside of his advisory role, he is involved with Penrose Realty, providing mortgage and real estate services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Hodgson Jr. is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Harwood Advisory Group, UBS Financial Services, and Fidelity Charitable. Outside of his advisory role, he services existing fixed index annuity contracts as part of outside insurance sales. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that focus on recommending investment categories and strategies.

Stephanie Munoz is a financial advisor at Merrill with 11 years of industry experience. She holds Series 66 and Series 63 designations and has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies for 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 MassMutual Investors Services in Warwick, RI, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining MassMutual in 2017. In addition to his advisory role, Martone operates as an independent insurance agent focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, employing collaborative planning tools and recommending investment strategies without discretionary authority.

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® professional with 32 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. and SagePoint Financial. Lambrecht is involved in divorce financial planning through networking and speaking engagements with organizations such as Vesta Divorce and the Massachusetts Collaborative Law Council. He also volunteers with IRS/AARP Tax Aide to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

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 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.