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.

Austin Coristine is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he is an independent insurance agent involved in the sales and service of 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

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 with Morgan Stanley in Newport, Rhode Island, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at West Indies Management Company and Newport Harbor Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

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.

Eduardo Silva is a financial advisor at Merrill with Series 63 and Series 66 credentials and no prior industry experience. His work history includes roles at Bank of America, Fidelity Investments, and several restaurant and architectural businesses. 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 and profit-sharing plans, corporations, and charitable organizations.

Cristian Witcher is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a floor sales associate at Brooks Brothers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels. The firm’s integrated platform includes adviser programs alongside sales of financial products such as insurance and collateralized lending.

Maria Swierad is a financial advisor at Merrill with 19 years of industry experience, holding Series 63 and Series 66 licenses. She has been with Merrill since 2009 and has concurrent experience with Bank of America, N.A. since 2007. 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.

Donna Johns is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Mass Mutual Life Insurance Company, New York Life Insurance Company, and Barnum Financial Group. Outside of her advisory work, she serves as an assistant pastor at Destiny Life Center International, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing various portfolio management approaches and proprietary model strategies.

Justin Legg is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2014. Outside of his advisory role, Legg is a musician who plays bass and guitar professionally with various artists and bands. 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.

Ryan Commo is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has five years of industry experience. His prior work includes roles at Sherwin-Williams for ten years and Pro Tool & Supply for one year. He has been with Merrill since 2020 and also has experience with Bank of America, N.A. 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.

Thomas Harkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2006, including its predecessor firm LINSCO/PRIVATE LEDGER CORP., totaling 20 years at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Nicholas Dilello Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and over 25 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked for Metlife Securities, Inc. for 16 years. He also serves as a trustee for a family trust and is a supervisory committee member for Coastal1 Credit Union, overseeing the integrity of the credit union's financials. Mass Mutual 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.

David Materne is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. Outside of his advisory role, Materne serves as president of the Hattie Ide Chaffee Nursing Home in Riverside, RI. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs through a large network of financial advisors.