Dawn Nahrgang is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory work, she serves as a Mental Health Counselor Intern at the Comprehensive Community Action Program as part of her practicum toward a master's degree. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Logan Zandri is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including community and educational positions as well as managing a martial arts business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Brazil is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to that, he was affiliated with Bank of America, N.A. beginning in 2008. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jameson Maloney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017 after working at CVS Health from 2015 to 2017. Outside of advising, he is involved in guardianship services in Warwick, Rhode Island. Merrill, together 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 model-based and discretionary investment strategies.

Mark Soltys is a financial advisor at Merrill with 19 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 66 designations. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Janik is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Follett is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides guidance to individuals and families in pursuing their financial goals, specializing in college education planning, corporate and employee benefits, personal retirement planning, and retirement income. He applies his background in education and finance to develop long-range financial strategies tailored to clients' risk tolerance, cash-flow needs, and time horizons. Ryan began his career with Merrill Lynch in 2019 and previously worked with corporate benefit programs, including equity compensation and deferred compensation plans. Before entering financial services, he was a high school mathematics teacher and coach. He earned a Bachelor of Science in Mathematics from the University of Texas at Austin and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA). A native of Sweeny in Brazoria County, Ryan is active in his community, having served on the boards of the Sweeny Chamber of Commerce and Sweeny Independent School District Education Foundation. He also participates in local programs such as Junior Achievement of Brazoria County and Sweeny United. Ryan resides in Sweeny with his wife and two sons.

William McConnell is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenroy Carty is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals. Kenroy leverages the investment insights of Merrill Lynch and the banking and lending solutions offered by Bank of America to create flexible strategies suitable for evolving market conditions. Kenroy’s expertise spans several client focus areas, including executive compensation, family wealth management, philanthropic planning, portfolio management, socially responsible investing, and strategies tailored for endowments, foundations, non-profits, and small businesses. He holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Kenroy earned his bachelor’s degree from the Pennsylvania State University System. He is proficient in both English and French and is actively involved in community initiatives such as PAL and Student Sponsorship. Outside of his professional pursuits, Kenroy enjoys cooking, genealogy, music, painting, photography, reading, spending time with family, traveling, watching movies, and practicing yoga.

Jeffrey Ferreras is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab in Providence, RI. His prior experience includes roles at Fidelity Investments, Merrill, and Santander Securities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Conor Driscoll is a financial advisor at MassMutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of finance, Driscoll has experience in the food service and fitness industries, including roles at Red Parrot Restaurant and Smithfield Fitness. 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 using firm-approved analytical tools and structured annual planning engagements.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.

John Gautreaux is a financial advisor at OSAIC with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked at Beaulieu Financial Group starting in 2001. Gautreaux also provides group employee benefits and small business health insurance as a broker. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services that utilize asset-allocation tools and third-party resources to construct and manage portfolios across multiple asset classes.

Clayton Plumer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works closely with clients and his team to provide comprehensive wealth planning services. Prior to this role, he served as an Investments Consultant at Fidelity Investments from 2011 to 2014. Clayton's professional experience centers on financial consulting and investment management within Fidelity's platform. He emphasizes a business approach grounded in a consistent process, clear business beliefs, and core values aimed at supporting clients and their families through all phases of wealth planning.

Laura Giarrusso is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates, Weston Securities Corporation, and Bank Rhode Island. Outside of her advisory role, she is involved with Bella Vita Nutrition, a restaurant and bar in Warwick, Rhode Island. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its advisory process.

Peter Sullivan is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Jose Clase is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at The Washington Trust Company and has held roles in both educational institutions and corporate settings. His background includes experience at Rhode Island College and Reebok. 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, providing model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and organizations.

Jeremy Cox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include seven years at Citizens Securities Inc and Citizens Bank before joining J.P. Morgan in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Aaron Osei is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at KeyBank, Citizens Bank, Fidelity Investments, and Santander Securities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and utilizing firm-approved tools and models for outcome projections.

Ashley Macksoud is the Resident Director and a Wealth Management Advisor at Merrill's Providence, Rhode Island office. She has been a financial advisor with Merrill Lynch Wealth Management for over 20 years. In addition to co-managing her practice, Ashley holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Certified Divorce Financial Analyst™ (CDFA™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a qualified Portfolio Manager who provides traditional advice and guidance as well as builds and manages personalized strategies for clients. Ashley focuses on areas such as college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree from Providence College and is involved in professional organizations including the Estate Planning Council of Rhode Island and the Kirkbrae Womens Golf Association. In her community involvement, Ashley participates with the Lincoln RI Youth Soccer Association. She enjoys cooking, gardening, golfing, reading, running, soccer, spending time with her family, and traveling.