William Gourd is a financial advisor with UBS Financial Services in East Greenwich, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at UBS since 2008 and was previously employed at Lehman Brothers Inc. in 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, providing input on the company’s strategic direction in the dog treat market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and model-based asset allocations.

Anibal Perez Duarte is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Bank of America. His background also includes service in the Marine Corps. 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, and institutional investors.

Michael Wilkes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Fidelity Investments and has held various roles in education and community organizations, including positions at Bryant University and the Town of Northbridge. 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, and institutional investors.

Maridel Phin is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held positions at Navigant Credit Union, Rhode Island College, and Summit Settlement Services LLC, among others. 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 plans, corporations, and charitable organizations.

Johnny Cintron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and YearUp, and he has also worked as a delivery driver for GrubHub. 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, and various institutional investors.

Gabrielle Opiekun is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her career includes positions at Bank of America and Amego Inc., as well as academic roles at Rhode Island College and the University of Rhode Island. 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, and institutions.

Nicholas Abreu is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various positions outside the financial industry, including roles at Amazon and LA Fitness. 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 supported by internal and third-party managers for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Alan Ogunnaike is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. Outside of his financial career, he operates a reptile breeding business, AmazingBasins, where he educates subscribers about the maintenance and life cycle of Emerald Tree Boas. 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.

Randal Poirier, ChFC, is a financial planner with OSAIC in Newport, RI, with 28 years of industry experience. He worked for John Hancock Mutual Life Insurance Company and Signator Investors, Inc. for 21 years before joining OSAIC in 2018. He also owns and operates a sole proprietorship as an insurance broker and uses the marketing name Independence Financial Partners for his financial planning practice. OSAIC serves a wide range of retail and institutional clients, including individuals, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs a diversified investment approach with tools such as asset-allocation models, risk assessments, and automated rebalancing, managing portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Henry Viall is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at Bank of America and held various positions outside finance, including roles at Amazon, Whole Foods, and educational institutions. He also serves as a power of attorney for a family member. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ryan Corry is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Based in Wakefield, RI, Corry serves a diverse client base through his firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Austin Coristine is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020 and previously was employed by Barnum Financial Group. Outside of his advisory role, Coristine also serves as an independent insurance agent focusing on life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative planning engagements using analytical tools and offers various event-driven planning programs alongside its core services.

La Shonda Brown Johnson is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Merrill 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Henn is a financial advisor with Edward Jones in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alexander Lafazia is a financial advisor at Merrill with 17 years at the firm and nine years of industry experience. He holds the Series 66 designation and is based in Riverside, Rhode Island. 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 and profit-sharing plans, corporations, and charitable organizations.

Eric Jackson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 credential and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Dean is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she works as a licensed paraplanner through SNE Operations LLC, assisting financial advisors with planning deliverables and client service activities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to create tax-efficient, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Randall Scholl is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citizens Securities, Royal Alliance Associates, SII, and LPL Financial. He serves as a trustee for family estate trusts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs as well as educational seminars.

Charlotte Anderson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Her prior experience includes positions at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and data-driven modeling. The firm manages approximately $2.74 trillion in client assets and offers services that include tailored financial and estate planning.

Thomas Murray is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been associated with Merrill since 2015 and with Bank of America, N.A. since 2020. 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, and institutional entities.