Eric Gladney is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in Providence, RI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Rebecca Yaeger is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2007. 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 and profit-sharing plans, corporations, and charitable organizations.

Dimitri Jaros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and Ayr Wellness. 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.

John Lane is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. John holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Cranston East and completion of an Accredited Certificate Program at Bryant College. Committed to community involvement, John participates in volunteering activities with local organizations, reflecting the tradition of community engagement embraced by Merrill.

Dakota Hickman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2018 following a period at the University of Massachusetts Amherst. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Peter Darsch is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities for 15 years. Outside of his advisory work, he manages a family LLC supporting a vacation property and owns an LLC that handles administrative staffing and business expenses. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships focused on recommending investment strategies rather than specific product selections.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Fritz Gerald Terrane is a financial advisor with Merrill and holds the Series 66 designation, bringing three years of industry experience. He previously worked at Bank of America, N.A., and Granite Telecommunications. Outside of finance, he is involved with Authentic Care Counseling LLC, providing billing and insurance claim services for a private therapy practice, and he also operates as an Airbnb host. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Esposito is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and with MassMutual Life Insurance Company since 1972. In addition to his advisory role, he conducts insurance brokerage focused on the sale and service of insurance products and fixed annuities. MassMutual 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, employing a collaborative, goal-based approach that typically recommends investment categories rather than specific products.

Melenie Charles is a CFP® professional at Merrill with 26 years of industry experience. She has worked at Merrill since 2009 and Bank of America, N.A. since 2014. Charles serves as Vice Chair on the advisory board of the Manton Avenue Project, a charitable organization based in Providence, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Frimodig is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Meyers is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2017, with prior roles at Grubhub and Nift Networks Inc. He is located in Providence, 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Timothy Lynch is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the CFP® designation along with Series 63 and 65 licenses. He has seven years of industry experience, including roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to his financial career, he worked in the restaurant industry and at Saint Michael's College. Additionally, Lynch operates an independent insurance business selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative planning using firm-approved analytical tools and provides services including asset management and educational seminars.

Thomas Pippitt is a financial advisor with Ameriprise in Barrington, RI, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Palombo is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Citizens Securities, Inc. and has experience outside finance with roles at Iron Works Tavern and The Hope Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Yussuf Obaid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. 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 investors, supported by internal Chief Investment Office teams and third-party managers.

Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Nicholas Corrente is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at The Block Island Ferry and Seven B's Fishing, as well as roles in education at The University of Maine and local schools. 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.

Dawn Ryan is a Financial Consultant at Fidelity Investments, a position she has held since 2024. In her role, she collaborates with clients and their families through a team-based approach to help them work towards their financial goals. Dawn focuses on understanding each client's unique retirement journey and developing plans to build and protect their wealth. Her approach involves coaching clients through the financial planning process, aiming to establish a foundation that fosters confidence and excitement for the future. Outside of her professional responsibilities, Dawn enjoys boating, cooking and baking, participating in family activities, fitness, and hiking.

Sean Stamp is a Financial Advisor with The McGreen Stamp Group at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation and what matters most to them. Based on this understanding, he helps create personalized wealth management strategies to help clients pursue their long-term financial goals. His expertise covers a wide range of areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, and retirement income. Sean emphasizes working closely with clients to develop financial frameworks that adapt to changing market conditions and regulations. Sean holds a Bachelor's Degree from the University of Rhode Island and is a Personal Investment Advisor (PIA). He values community involvement and participates in local volunteering efforts. Outside of work, Sean enjoys fishing, golfing, ice hockey, and skiing.